How to Create a Hybrid Outbound Campaign with A.I. & Your Input | Step-by-Step Guide

This tutorial walks through creating a hybrid campaign in SalesMind AI that combines your own input with AI-powered automation. It covers everything from campaign setup, audience targeting, importing LinkedIn data, building lead lists, setting up outbound templates, adding AI messaging instructions, to team collaboration and duplicate security. By the end, you’ll know how to launch a campaign that generates personalized, AI-driven outreach at scale while staying aligned with your goals and audiences.

November 13, 2024
-
9:33

Introduction 0:00 Hi, 0:00 everyone. 0:00 In this video, 0:01 I will show you how to create an, 0:03 hybrid campaign where you can actually leverage 0:06 your own input as well as the A.I. Setting Up a New Campaign 0:08 power. 0:09 So let's get started. 0:11 Basically we start by creating a new campaign. 0:14 This is a new layout for you to create the new 0:17 campaign in this funnel. 0:19 The first step, 0:20 very straightforward, 0:21 you select the account you want to use. 0:23 Let's take moron and we want to generate lead for 0:27 the experience salesman that you have with us. 0:31 All right, 0:32 that's it for the first step. Choosing Objectives and Targeting Audiences 0:33 Now this is where we need to define the objective 0:36 about the prospecting. 0:39 So eventually we have several objectives that you 0:43 can have. 0:44 The first one if you want to generate meeting. 0:47 The second one if you want to get prospect contact 0:50 information, 0:50 if you want to call them, 0:51 if you want to email them. 0:53 The next one is generate traffic into a website. 0:57 If you want people to sign up to your application. 0:59 If you have a SaaS, 1:00 people can actually get prospective and get the 1:04 link of your application to sign up directly. 1:07 If you organize event and you want attendee and if 1:10 you want people that are joining your company, 1:12 if you're recruiting, 1:13 let's get for meeting for us. 1:16 And here I'm putting the link of SalesMind AI the 1:20 webpage, 1:20 the homepage. 1:22 However, 1:22 if I want to be very specific about one 1:26 specific value proposition or audience, 1:29 let's say I have a page B, 1:32 two B markers 1:34 and then on this page I only specify the value 1:38 proposition toward this specific audience. 1:41 Now the campaign we're going to have are going to 1:43 be the messages going to be exactly the same way 1:48 oriented toward this specific value proposition. 1:52 And here let's say 1:54 we can simply put the link of our meeting because 1:58 we want to generate meetings. 2:00 All right, 2:01 that's it for that step. 2:03 Next this is where the biggest innovation in the 2:06 last release happened. 2:08 Basically from here we save you the cost of Sales 2:11 Navigator, 2:12 we save you the 2:12 hustle for going to Sales Navigator and understand Importing and Filtering Leads with LinkedIn Data 2:16 how to leverage all the filters and so on. 2:19 Here what we do is from salesmind itself you are 2:22 able 2:23 to define your own search. 2:26 Let's say I'm looking for chief 2:29 Marketing Officer. 2:30 I can include that one but for some reason I'm 2:34 looking for only that one and no manager at all. 2:38 So 2:39 marketing manager. 2:41 And here I can exclude that one. 2:44 One green, 2:45 one red, 2:45 that one is taken, 2:47 that one is excluded. 2:48 Now let's say I want them in the US I can have 2:51 multiple 2:52 location, 2:54 industry, 2:54 let's say you have in broad industry or you don't 2:58 know yet which specific industry you want to 3:01 target, 3:01 you can just simply leave it empty and we will go 3:05 broad. 3:05 Now the company headcount I'm looking for people 3:08 that are in a company between 11 and 500 people. 3:12 I want them to be outbound 3:15 o 3:16 outreach. 3:17 So here this is simply keyword that that will help 3:19 the AI to understand more precisely what we're 3:22 looking for. 3:23 And I can open the advanced filters. 3:26 So here I have more selection for me to narrow 3:30 down my search and make sure that I have to 3:33 precise people and the AI will actually take those 3:36 requirements to make a better search for you. 3:39 All right, 3:40 so how many years in their company? 3:42 Not relevant for me. 3:43 Seniority level. 3:44 I want CXO 3:46 directors and I want owner partners. 3:49 That's it. 3:50 Job function. 3:50 I want them to be in the marketing 3:53 years in current position. 3:55 One to two years. 3:56 Three to five. 3:57 Good. 3:57 And less than one. 3:58 I'm happy with that. 4:00 I will do the same here for the years of 4:03 experience and I will add 6 to 10 years. 4:05 No more than 10 years. 4:07 Company type. 4:08 I want only partnership, 4:10 private health, 4:11 self owned and self employed for company and what 4:16 language they speak. 4:17 I assume Canada and the U.S. 4:19 zogos will speak English. 4:22 Now let's save and let's go to the next step. 4:25 So this is only one list that I imported in that 4:29 specific 4:31 campaign. 4:32 However there is now a new way for you to get the 4:37 list of people who like a post or like a comment. Getting Leads From Posts/Events on LinkedIn 4:41 So let's go on LinkedIn and find a post. 4:44 I got that guy a post 4:46 166 people who like and more than 400 people who 4:51 comment. 4:52 So let's say I want to get all those people 4:54 because Head of growth is someone that will be 4:57 interesting for us to target. 4:59 B2B sales consultant as well. 5:01 Amazing founder. 5:03 Great. 5:04 Okay, 5:04 let's say I'm happy with that. 5:05 I go back to Salesmind. 5:07 I add a new lead list 5:09 import by LinkedIn. 5:10 People 5:11 post like or post commenters. 5:14 So here I just put the link here. 5:17 I will get all the list of people that like the 5:20 post and simply add that here 5:24 for all the people who comment. 5:26 Wait, 5:27 this is not finished. 5:28 We added one more is people who actually 5:32 participate into an event. 5:34 So quickly 5:35 to see how it looks. 5:37 Let's take an event that is on LinkedIn 5:40 you copy the link 5:41 and paste it here and then 5:44 that's it. 5:45 So here we're good to go. 5:46 I have four lists in that campaign. 5:48 I'm satisfied with that. 5:49 I can go to the next step. Setting Up Outbound Templates and AI Messaging 5:51 All right. 5:52 And this is where the game is becoming More 5:54 interesting in the outbound is here you have a few 5:57 templates. 5:57 So we recommend the first one to be regular auto 6:00 outbound. 6:01 If you target people, 6:02 the champion in your audience, 6:04 so people who actually could refer you to the 6:06 right person, 6:07 you can 6:08 this sequence. 6:09 If you steal the followers or the people who 6:12 engage with the post of your competitors, 6:14 use that one. 6:16 And that one is very specific 6:19 if you want to show your value to your prospect 6:22 immediately. 6:23 Let's go with the regular auto outbound. 6:26 6:26 and this is where the magic happened 6:29 basically on that screen. 6:31 Now you can select the language to enforce all the 6:34 communication to be in one specific language. 6:37 Here you have a few touch points. 6:40 Each of them is customizable. 6:42 And let's take the touch point six for example. 6:45 Here I can select a services AI messages that will 6:49 be done either. 6:50 This is a human messages. 6:52 So if I want to define my own message I can just 6:55 go like that, 6:56 hello, 6:56 first name. 6:57 And then the message will be sent this way. 6:59 All right, 7:00 I have a few templates that I can use. 7:02 If I'm a lead generation agency and I want a 7:05 soft check in, 7:07 I simply select the template. 7:09 Now let's go back to the AI and understand how to 7:12 actually prompt it. 7:14 So you can see that now you have the instruction 7:16 of how the message will be crafted according to 7:19 those specific instructions. 7:21 Let's say I want to make sure that the AI add a 7:24 link. 7:24 I will add a link in 7:28 the message for my prospect 7:32 to reach 7:34 our website and then I simply 7:37 put the link of my website and then the AI will 7:41 include that link in the messages in a way that is 7:45 personalized toward every single prospect. 7:48 All right, 7:49 let's say I'm satisfied with that. Fine-tuning Duplicate Security and Team Collaboration 7:51 And here you have the choice. 7:54 Either you want to share that with multiple team 7:58 or only one. 7:59 Let's say I'm selecting the team of salesman AI 8:02 and I don't want to reach any prospect that my 8:06 colleagues have in their campaign. 8:08 So I toggle the team duplicate security. 8:10 And then if the same lead is in two campaigns 8:14 from different senders, 8:15 we will cancel the one from that list because 8:19 someone already reached 8:20 that person in another campaign in the same team. 8:23 If I select another team, 8:24 French tech, 8:25 I will ensure that I do not reach people from 8:29 both team as well as my colleagues. 8:32 Okay, 8:32 salesmind AI happy with that. 8:35 And here we go. 8:36 The last step is coming here. 8:38 We just need to give a name to that campaign B2B Finalizing and Launching the Campaign 8:43 marketers and we are ready 8:47 to go. 8:48 And then that's it. 8:50 Now the campaign is initializing. 8:52 It may take 30 minutes, 8:54 to an hour and half. 8:56 But now basically you have nothing else to do. 8:59 You can create a new campaign if you have 9:01 different audiences, 9:02 different market or different value propositions 9:04 that you need to show and otherwise just need to 9:08 wait, 9:09 sit and come back tomorrow with messages that your 9:12 prospect will already start replying to you. 9:14 I hope that video was helpful for you. 9:17 I hope you will leverage correctly the application 9:21 and we have live every Wednesday for supporting 9:24 and assisting the community. 9:26 So if you want any help anytime, 9:28 feel free to come during this live or schedule a 9:31 meeting with with us. 9:32 Have a good day.

Stop chasing leads. AI does it.

Find out how our users get 10+ sales calls per month from LinkedIn.