PURSUIT USER GUIDES

Getting Started with Pursuit

FoxBound Knowledge Base / Pursuit User Guides / Getting Started with Pursuit

Meet FoxBound's Sales Engagement Solution, Pursuit

Written by Zach Sergio

Written by Zach Sergio

Last updated on Dec 11th, 2019

Ready to scale your email efforts and say goodbye to manual effort? In this article, we’ll review how to use the Sales Engagement module of FoxBound, Pursuit. 

As a FoxBound user, you have the ability to compile Lists of prospects using DataScout, DataDen, or Excel import. 

Pursuit gives you the means to actually engage with those prospects with authenticity as you chase for new connections and discovery calls. We’ll walk through how to build a Pursuit, or email campaign, add prospects, and execute your campaign. 

Creating a Pursuit

First, let’s create a new Pursuit! After navigating to the module, click New Pursuit in the upper right hand corner.

new pursuit
select new pursuit

Click Create Pursuit.

create pursuits

And here we are given a new canvas to work with!

fobound user guide

Pursuit Email Editor

When a Pursuit is empty, we’ll give you a nudge in the right direction. 

First click New Step to open the email Editor.

new step

Now let’s talk through the simple steps & options you have to quickly script an email. 

scripting an email

Days Since Last Email = 0

Since this is the first step in your Pursuit, leave this as 0, we’ll talk about this more as we create a follow up email.

email new step

Thread

We give you the option to create new email threads or send a reply back to an existing one. As this is the first step, the default is New Thread

threading

Add a Subject Line

Your email is required to have a Subject, and this is where art and science begin to intertwine. 

There’s not necessarily a “right” way to create a subject line, but there are plenty of of mistakes you can make. If you need a little bit of inspiration, check out some ideas from industry leaders like HubSpot and Salesforce

Click here to read more about best practices to increase email deliverability: The-quick-guide-to-spam-codes-and-email-deliverability

Craft your Messaging

Your first option for adding text to your email is to compose from scratch. 

Keep in mind a few points about the anatomy of a sales email, especially an introduction: 

  • Opening line – this can be customized before you send to a prospect, but it’s important that you be direct, explain why you’re reaching out, and lead with your prospect instead of leading with you. Think of it this way, if a stranger was to introduce themselves to you, would you rather they asked a relevant question or made a pertinent comment? Or would you rather them come up and immediately talk about themselves? 
  • Consider the Buyer Persona – Are you reaching out to a C-Level executive in the Fortune 500 or a manager at an SMB company? Are you catering to the function of the business? 
  • Tone – writing in Active Tone is highly recommend. In other words, writing in Present Tense instead of Past Tense. “I wanted to,” and, “I was looking,” roll off the fingertips a bit easier, but, “I’m reaching out to ____,” or, “I’m looking to connect with _____,” are more direct. 
  • Body – There are some different directions you can take this. This is an area where you’ll want to be short and sweet more often than not. Bullet points can make an email digestible, but be conservative with formatting. We’d recommend introducing yourself or your product/services in a manner that’s relevant to your prospect. 
  • Stick to Business Value, not Technical Features – It can really easy to defer to writing about your integrations, your widgets, your features, and so forth. Instead, challenge yourself to write about the positive outcomes these have for your clients. Do your integrations eliminate confusion and streamline communication? Perhaps your widget increases visibility into key information for decision making? 
  • Have an ask – You’re a sales professional, not a marketing robot. Your job is most likely not to, “Nurture” your prospects or to just fire over content with no call to action. If you’re not asking for a meeting, asking for a referral, or asking for information, then you should ask yourself why you’re even reaching out to this person. Seriously, make sure you have an ask! If you don’t, you won’t have any reason to wonder why reply rates are low. 

Using a Template

Your second option is to inject a previously written Template. 

using a template

Boom, just like that, build block 1 is in place. From here, you can tweak the messaging to be tailored to a specific Campaign. 

email template example

And this email is a bit wordy but you’ll see that we also have Variables like {{Company}} and {{First_Name}} to eliminate the need to manually fill these values in. 

variables

You’ll also notice the Preview on the right which will help you verify that Variables are working and that formatting is in working order. On that note.. 

Formatting

We default to a standard Arial font with the options to choose from a small group of others.

formatting

We strongly recommend you keep your text at “Normal” unless you’re creating Headers in a follow up email for example. 

font selector

When Copying & Pasting **

To paste as plain text: 

  • Command + Shift + V (for a Mac)
  • Control + Shift + V (for a PC)

Test Emails

It never hurts to double check! Click Send Test Email to receive a copy of the draft directly to your inbox. 

send test emails

Save!

When you’re all done and ready to move to the next step, click the Save button in the bottom right

save emails

Now you’ll see the first step of your Pursuit

pursuit

You are on a roll… continue the process by adding more steps to complete your Pursuit.

Once you have completed all of your steps, if you haven’t associated Contacts to your Pursuit click here.

or

If you already have Contacts in the Pursuit,
the next step is to 
personalize and send the emails.

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