Hi again!
So, you're now fully briefed on how to be correctly set up to start using lemlist.
Overview
Welcome to lemlist, your ultimate tool for personalized email campaigns and automated lead generation. This comprehensive guide will help you get started quickly and efficiently. You'll learn how to create your first campaign.
We'll walk you through the process of importing your leads, configuring your campaign settings, and customizing your outreach to maximize effectiveness. You'll discover how to set schedules and review your leads before launching your campaigns to ensure everything is perfect.
Step by Step
Create Your First Campaign
Go to the left tab and click on 'Create new campaign' or on the 'Create a new campaign' button on the right side:
The button on the right side will open up these options:
The following campaign creation options are available:
Create with AI
Create manually
Create from a template
Duplicate from another campaign
Create Your Sequence
Manual Campaign
You have the options to add steps and conditions.
Let's go through steps:
You have 2 options for steps:
Automatic Steps: Email, LinkedIn steps (Messages, Voice Messages, Invite, Visit)
Manual Steps: Call, Manual Task, Call an API, Send to another campaign.
Now let's go through conditions:
You will see conditions based on:
Lead information: Has an email address, Has a LinkedIn URL, Has a phone number and custom conditions.
Lead actions: Opened an email, Clicked on a link in an email, Unsubscribed from an email, Booked a meeting(available for lemcal only) and Accepted invite.
You can learn more about conditions here.
AI Campaign
One of our features allows you to generate an AI-driven campaign based on your input.
You will be prompted to add your preferences in the tab shown below:
Then once you have done so, you can click on 'Generate your campaign.'
You will be able to edit it, and remove or add steps.
Templates Library
You will also have the option to create a campaign using predefined templates for either email or multichannel steps.
Import Leads
In the "Lead list" section, you can choose from these options:
You can import leads:
From CSV.
From People Database.
Manually.
From a CRM.
From an existing campaign.
Through Zapier.
From the LinkedIn extension.
From an API.
Import Limits
The maximum import limits per campaign are as follows:
CSV: 40,000 leads max in batches of 10,000
API call: 40,000 leads max, added individually
HubSpot and Pipedrive: 10,000 leads max
Salesforce: 2,000 leads max
Chrome extension: 999 for LinkedIn and 2,500 for Sales Navigator
Contacts section: 40,000 leads at once or in batches.
If you are struggling with finding leads for your outreach campaign, check the most in-depth guide on how to find anyone's email 💌
Import Options
I have used the LinkedIn Extension import as an example, all import ways are similar and offer the same import options.
Enrichment: You will be able to choose the enrichment you want done on your leads. - Find email, LinkedIn enrichment, Phone enrichment.
You will be able to choose the campaign you want to import to.
Duplicate Options: You will be able to choose how you want to track duplicates. If you would like to check only the campaign you're importing to for duplicates or all campaigns in the team.
The default is set to prevent duplicates in the same campaign.
CSV Import Example
Campaign Settings
The settings are under this icon:
The options available:
In General Settings you can:
Add tags: This is optional.
Stop the campaign for people that: Replied to an email or LN message, Booked a lemcal meeting, Clicked on a link. You will also have the option to pause leads from the same company.
Create a new task when people: Reply to an email or Click on a link.
Share your campaign: Only people with the link will be able to view your campaign steps and duplicate them in their account.
In Tracking Settings you can select if you want to track:
Emails opens.
Link clicks.
Replies.
To be able to accurately track and see email clicks, you must set a Custom Tracking Domain.
Under Schedules you can edit the current schedule and add multiple ones.
To edit the current one, click on the 3 dots:
Important: Only the days you select as sending ones, will be counted in the delays you set in your sequence, between steps.
Ex: If you have selected only Mon-Wed as send days, the delay will only count them, not all days of the week.
Important: The minute delay you set is valid only for new leads, meaning first steps in your campaigns. The rest will be sent according to delays, limits, actions etc.
Launch
To launch your campaign, you first need to launch your leads.
This is where you can make final edits for a specific prospect. If you choose to customise steps for a specific lead, the changes will only be active for this lead.
You can review emails one-by-one or all of them immediately.
You can schedule a launch too if you would like to launch them but not immediately.
To open up this option, just click on the arrow pointing down:
This will open this pop-up window:
If a mistake happens, what you can do is reverse launch your leads if they have not already started with the campaign.
Check more here.
Video Guides
In case you’re a video person, here’s a quick demo which shows how to generate an AI campaign in more details:
To learn more about how to create campaigns manually check out this loom:
Get Help
Still have questions?
Use the search bar in our Help Center to find your answer or contact us through our chat.
Good luck with your campaigns!