SalesMind AI Campaign Workflow: Delays, Replies & Actions

This video explains how campaign workflows operate in SalesMind AI — covering conditions, delays, and what happens when prospects reply. It shows how actions like follows, connection requests, profile visits, and messages are sequenced, how delays are applied, and how replies automatically stop the automation so you can take over the conversation manually.

July 22, 2024
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3:26

Introduction to Campaign Workflow 0:00 Welcome to Salesmine AI campaign workflow tutorial. 0:04 In this video, we will cover how campaigns work, focusing on condition, 0:09 delay, and what happened when your prospect reply. 0:14 Now let's see on, salesmine how to do. Dashboard Overview & Sequence Example 0:17 So. 0:17 Here what I'm showing is a campaign that I've run for quite a 0:21 while. 0:21 Here we can see that the sequence itself is follow, connection, visit and 0:26 message. 0:28 Here you can see that we include a connection request in this campaign. 0:32 So basically all the people that have already connected with will be 0:39 excluded from this campaign. 0:41 And there is some profile not found. 0:43 This is quite normal to have some profile which is not properly 0:48 get from LinkedIn and already in campaign. 0:52 It means if lead A is in this campaign, it cannot be outreached 0:58 in another campaign. 1:00 If you want to reuse the same list prospect, you will need to 1:05 archive this campaign first. 1:08 So to do that three dot r shift. 1:13 Anyway, what is interesting here to understand is the delay that can happen Understanding Delays Between Actions 1:20 in between the actions. 1:22 So here you can see that we start with a follow. 1:25 One day later we do a connection request. 1:28 If the person reply, we wait one more day and we visit her 1:35 profile. 1:36 And one day later we do a message. 1:40 Now, let's say that we get any reply before, the last step, Reply Handling & Sequence Stop Rules 1:49 what would happen? 1:51 Basically it will cut off the sequence and this person will not get 1:57 any more messages automated. Real Example: Prospect Reply Mid-Sequence 2:00 So let's take an example with Wan Wei We follow her profile. 2:06 We send a connection request. 2:07 She accepted quite fast and then immediately she start to answer and send 2:16 us, messages. 2:17 So we can see that we follow, we connect and then the visit 2:24 who should have been the next step is cancelled. 2:28 And then we provide you messages for you to continue the conversation with 2:33 her and take her further in the funnel of conversion. 2:37 Now, this is a campaign which includes a connection. Connected vs. Non-Connected Campaign Rules 2:43 We exclude the people who are already connected. 2:48 In the case where the sequences do not have connection requests, we only 2:54 take the people in your network as we cannot send messages to people 2:59 out of your network. 3:00 So here you can see that we have two messages and all the 3:04 people will be in my network. 3:07 I hope this video was quite helpful for you. 3:10 If you think so, please comment up there or down there. 3:14 I don't know where it's going to be, but really appreciate your comment 3:17 to help us create more valuable content. 3:21 Have a good day. 3:22 Bye.

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