{"slug":"sop-182-creating-an-email-outreach-campaign-on-apollo","title":"Creating an email outreach campaign on Apollo","tags":["source:clickminded","type:sop","server:clickminded-sop","creating","email","outreach","campaign"],"agent_summary":"SOP 182: Creating an email outreach campaign on Apollo  Create a campaign on Apollo to bulk send your outreach emails to potential customers __Last Updated / Reviewed:__ 02/03/2024 __Execution Time:__","trigger_phrases":["creating an email outreach campaign on apollo","how to creating an email outreach campaign on apollo"],"runnable":false,"markdown":"\r\nSOP 182: Creating an email outreach campaign on Apollo\r\n\r\n Create a campaign on Apollo to bulk send your outreach emails to potential customers\r\n\r\n__Last Updated / Reviewed:__ 02/03/2024\r\n\r\n__Execution Time:__ 30 Mins\r\n\r\n__🚀 Goal:__ Create a campaign on Apollo to bulk send your outreach emails to potential customers.\r\n\r\n__🤞 Ideal Outcome:__ Successfully send your outreach emails to a list of prospects for your business. \r\n\r\n__🤔 Why this is important:__ Using an outreach tool will help you track and manage the outreach emails you send more easily.\r\n\r\n__🧐 Where this is done__ Apollo.\r\n\r\n__🗓️ When this is done:__ After you’ve crafted your outreach email.\r\n\r\n__👨 Who does this:__  Outreach specialist, PR/marketing consultant, or any person responsible for outreach strategy for your business. \r\n\r\n__⚠️Prerequisites or requirements: __You need to have an [Apollo](https://www.apollo.io/) account (free to sign up).\r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/182)\r\n\r\n## Build an outreach email list on Apollo.\r\n\r\n### 01▸ Login to your [Apollo](https://www.apollo.io/) account, head to “Engage”, then click “Create new sequence”.\r\n\r\n\r\n### 02▸ Agree to the Terms and Service.\r\n\r\n\r\n### 03▸ Create a new sequence.\r\n\r\n\r\n__Note:__ Sequence is a series of email(s) you send to a list of contacts.\r\n\r\n### 04▸ Name your sequence and click “Create”.\r\n\r\n\r\n__Note:__ It’s best to follow a standardized naming convention for sequence/email campaigns to help you identify them in the future. An example naming would be [Objective] - [Context].\r\n\r\n### 05▸ Add a new step for the sequence.\r\n\r\n\r\n### 06▸ Set the duration for when you want to send the emails after you activate the sequence.\r\n\r\n\r\n__For example:__ If you set the duration to 30 mins. Your email will only be sent 30 mins after you activate the sequence (step 17).\r\n\r\n### 07▸ Add your outreach email and click “Save changes”.\r\n\r\n\r\n__Tip:__ Use snippets to add personalization to your email. For example, addressing the first name of the recipient.\r\n\r\n\r\n### 08▸ Once you’ve set up your email, proceed to add the contact list by selecting “Add Contacts” ➝ “Upload CSV”.\r\n\r\n\r\n### 09▸ Select the contact list (CSV) from your computer.\r\n\r\n\r\n### 10▸ You will then see the list of imported contacts. Scroll down to the bottom and click “Import”.\r\n\r\n\r\n### 11▸ Select your list of contacts and click “Save”.\r\n\r\n\r\n### 12▸ Next, select “Add to sequence” and select the sequence that you’ve just created. Then click “Confirm”.\r\n\r\n\r\n### 13▸ A warning pop-up will show. Click “Save people” to add the list of contacts to your sequence.\r\n\r\n\r\nYou’ve now finished setting up your email sequence. Before activating the sequence, it’s recommended to send a test email to yourself — to spot any spelling mistakes. Head to your [sequence dashboard ](https://app.apollo.io/#/sequences)and select your sequence.\r\n\r\n\r\n### 14▸ Select your email.\r\n\r\n\r\n### 15▸ Click “Send Test Email to Me”.\r\n\r\n\r\nOnce you’ve checked the email. Head back to the sequence dashboard and activate the sequence by flipping the activation toggle.\r\n\r\n\r\n__That’s it!__ You’ve now launched your outreach campaign to your customer prospects.","html":"<p>SOP 182: Creating an email outreach campaign on Apollo</p>\n<p>Create a campaign on Apollo to bulk send your outreach emails to potential customers</p>\n<p><strong>Last Updated / Reviewed:</strong> 02/03/2024</p>\n<p><strong>Execution Time:</strong> 30 Mins</p>\n<p><strong>🚀 Goal:</strong> Create a campaign on Apollo to bulk send your outreach emails to potential customers.</p>\n<p><strong>🤞 Ideal Outcome:</strong> Successfully send your outreach emails to a list of prospects for your business.</p>\n<p><strong>🤔 Why this is important:</strong> Using an outreach tool will help you track and manage the outreach emails you send more easily.</p>\n<p><strong>🧐 Where this is done</strong> Apollo.</p>\n<p><strong>🗓️ When this is done:</strong> After you’ve crafted your outreach email.</p>\n<p><strong>👨 Who does this:</strong>  Outreach specialist, PR/marketing consultant, or any person responsible for outreach strategy for your business.</p>\n<p>__⚠️Prerequisites or requirements: __You need to have an <a href=\"https://www.apollo.io/\">Apollo</a> account (free to sign up).</p>\n<p><a href=\"https://members.clickminded.com/sop/182\"><strong>Click here to get the most up-to-date version of this SOP</strong></a></p>\n<h2>Build an outreach email list on Apollo.</h2>\n<h3>01▸ Login to your <a href=\"https://www.apollo.io/\">Apollo</a> account, head to “Engage”, then click “Create new sequence”.</h3>\n<h3>02▸ Agree to the Terms and Service.</h3>\n<h3>03▸ Create a new sequence.</h3>\n<p><strong>Note:</strong> Sequence is a series of email(s) you send to a list of contacts.</p>\n<h3>04▸ Name your sequence and click “Create”.</h3>\n<p><strong>Note:</strong> It’s best to follow a standardized naming convention for sequence/email campaigns to help you identify them in the future. An example naming would be [Objective] - [Context].</p>\n<h3>05▸ Add a new step for the sequence.</h3>\n<h3>06▸ Set the duration for when you want to send the emails after you activate the sequence.</h3>\n<p><strong>For example:</strong> If you set the duration to 30 mins. Your email will only be sent 30 mins after you activate the sequence (step 17).</p>\n<h3>07▸ Add your outreach email and click “Save changes”.</h3>\n<p><strong>Tip:</strong> Use snippets to add personalization to your email. For example, addressing the first name of the recipient.</p>\n<h3>08▸ Once you’ve set up your email, proceed to add the contact list by selecting “Add Contacts” ➝ “Upload CSV”.</h3>\n<h3>09▸ Select the contact list (CSV) from your computer.</h3>\n<h3>10▸ You will then see the list of imported contacts. Scroll down to the bottom and click “Import”.</h3>\n<h3>11▸ Select your list of contacts and click “Save”.</h3>\n<h3>12▸ Next, select “Add to sequence” and select the sequence that you’ve just created. Then click “Confirm”.</h3>\n<h3>13▸ A warning pop-up will show. Click “Save people” to add the list of contacts to your sequence.</h3>\n<p>You’ve now finished setting up your email sequence. Before activating the sequence, it’s recommended to send a test email to yourself — to spot any spelling mistakes. Head to your <a href=\"https://app.apollo.io/#/sequences\">sequence dashboard </a>and select your sequence.</p>\n<h3>14▸ Select your email.</h3>\n<h3>15▸ Click “Send Test Email to Me”.</h3>\n<p>Once you’ve checked the email. Head back to the sequence dashboard and activate the sequence by flipping the activation toggle.</p>\n<p><strong>That’s it!</strong> You’ve now launched your outreach campaign to your customer prospects.</p>\n"}