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Outreach2
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Campaigns in Spott allow you to contact multiple recipients through automated email sequences. Campaigns help you send personalized messages, follow up automatically, and track replies and engagement from a single place. Each campaign consists of email steps, enrolled recipients, and timing rules that define when messages are sent.

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Create a new outreach campaign

1

Navigate to Campaigns

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  1. In Spott, go to Campaigns.
  2. Click New campaign in the top right.
  3. Give your campaign a name, a type, a job and a default stage.
  4. New campaigns are created in Draft status by default.
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2

Draft your campaign

In the campaign editor, you can add one or more email steps.For each email step, you can set:
  • Subject
  • Email content
You can use variables such as:
  • { Recipient > First Name } , Inserts the recipient’s first name
  • { Job > Name } , Inserts the job title associated with the outreach
Variables are automatically replaced when the email is sent.When editing an email step, you can use AI-generated content to generate text based on a selected context and instruction.Outreach3For example, you can use AI-generated content to:
  • Write in 3 bullet points, max 15 words each why this opportunity is interesting for the recipient
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3

Set timing and add steps

You can control when your campaign starts and how emails are spaced.
  • Set a wait time in business days between each email step.
  • Choose how many business days after enrollment the campaign starts for new recipients.
  • Add new email steps to extend the sequence, each with its own timing.
This lets you control both the start and pacing of your campaign.Outreach5
4

Enroll recipients

Recipients are not contacted until they are enrolled.To enroll recipients:
  1. Open the campaign.
  2. Go to the Recipients tab.
  3. Add recipients.
  4. Click Enroll recipients.
You can enroll recipients while the campaign is still in draft.
5

Start the campaign

Once your steps and recipients are ready:
  • Click Start campaign.
Emails are sent automatically based on the defined timing rules.