PURSUIT USER GUIDES
Creating Follow Up Steps
Create a Multi-Step Sales Campaign with Pursuit
Picking up where, “Getting started with Pursuit,” leaves off, let’s quickly run through the creation of the rest of your Campaign.
We just created our first step, but to drive conversions you’re going to need to have follow up actions. We recommend taking a multichannel approach, leveraging Pursuit for email along with phone calls and social media.
Click +Add New Step to open the Email Editor again.
We walked through this in detail in our previous guide. If you’ve skipped ahead, let’s sum up what’s available here
- Day of Delivery
- Threading (Outlook API does not facilitate threading yet, so this is only for Gmail)
- Subject Line
- Test Email
For follow up emails, be sure to…
Edit Days Since Last Email
Assuming your first step is Day 0 as recommended, let’s say that sent out on a Monday. Day 2 would be Tuesday, 3 is Wednesday, and so on. It’s dynamic from the day of initial delivery, so don’t worry about sending follow ups on time. We recommend spacing emails out by at least 2 days and no less than 5 days.
Check your Thread
*Outlook API does not facilitate threading yet, so threading is only for Gmail
If you thread to a previous email, you’ll notice the Subject Line disappears and is locked.
Compose your Email
Refer to Getting Started with Pursuit for more guidance on writing your messaging. For now, I’m going to punch in some sample text from my favorite text generator, jeffsum.com (because who doesn’t like Jeff Goldman quotes?).
Be sure to hit Command + Shift + V or Control + Shift + V to paste as plain text!
Send a Test
Because again, it never hurts to double check your work and see how your message appears on a computer and a cell phone.
Whenever you’re done hit the Save button!
How Long Should my Pursuit be?
Sales research shows that it takes an average of 8-12 Touch points to garner a reply. As a general practice, your Pursuit can consist of:
- 4-6 emails
- 3-4 calls
- 2-3 social activities
- over the course of 2-4 weeks
Our work isn’t done here, time to add contacts!