PURSUIT USER GUIDES

Creating Follow Up Steps

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Create a Multi-Step Sales Campaign with Pursuit

Written by Zach Sergio

Last updated on Dec 11th, 2019

Picking up where, “Getting started with Pursuit,” leaves off, let’s quickly run through the creation of the rest of your Campaign.

Recap

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
Composer
Formatting
Variables
Preview
Test Email

Geography

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!