1. Export Your Linkedin Contacts.
Click the My Network icon at the top of your LinkedIn homepage.
Click Your connections on the left rail.
Click Manage synced and imported contacts near the top right of the page.
Under Advanced actions on the right rail, click Export contacts. (or you can go directly to this link)
You may be prompted to sign into your account.
Click Request Archive.
You will receive an email to your Primary Email address which will include a link where you can download your list of connections.
2. Upload the CSV to Anyleads.
At Anyleads, there is no limit to how many contacts you can import into your CRM. To do this, go to the CRM section and click on 'import' then choose 'import by CSV'.
Once you click on 'import by CSV', choose the file to import by clicking on 'choose a file'.
In this example, we will import our LinkedIn connections in order to inject them into our CRM. We will choose the columns of our CSV to be combined with those of our CRM.
If the tool displays 'empty column in the CSV' then the value of the row in the column is blank for the example of the second row. Then choose 'list' to associate the import with a list in order to categorize your contacts in a list. We will choose to import contacts into the 'prospecting' list.
Then click 'start import' to import your contacts! You now know how to import contacts into your CRM.
3. Connect your sender.
Click on the 'emails' tab in the menu on the left.
Once you are in the email interface, click on 'Your senders'.
Then click on 'Connect a sender'.
From the list of senders, choose the one you want to connect.
With Gmail or Google Apps pro the connection is done in 1 click, for other providers, you must enter your SMTP credentials. Once the sender is added, you can now send emails with your campaigns.
4. Create your template.
Click on the 'emails' tab in the menu on the left.
Then click on 'manage templates'.
Once you are in the 'template management' section, click on 'new template'.
Fill in the name of the template, the subject of your email, the language of the template (in order to classify it by language), and the folder where you want to save this template.
Then fill in the contents of your template, you can use macros to automatically generate the text of your template based on the contact's data.
Then, click 'save' to save your email template.
Your email template is now ready for use in a campaign.
5. Create and publish your first campaign.
Click the 'Emails' tab.
Once in the email tab, click on 'create a campaign'.
You should now be in the campaign editor. First configure the sending times to make your emails more realistic! We will choose to send during working days on the Europe / Paris area. To do this, click on 'Schedule configuration', then configure from 8:00 am to 12:00 pm and from 2:00 pm to 7:00 pm, then the timezone 'Europe / Paris GMT +01: 00 Paris'.
After the configuration is complete, click Save. We will now define the source of our campaign. In the editor you have 3 options. Segment: You can choose a particular segment as a source, i.e all contacts in this segment will receive an email during the campaign. List: You can choose a list as a source, all contacts in this list will receive an email. Time trigger: You can tell that your campaign adds all the contacts in a list at a time T (for example, send an email to all contacts in a list on Monday at 9:00 am on the European timezone.
In this scenario we will choose from a list. Select 'from a list' and drag the round on the left side. Then click on the orange circle to configure step number 1.
The source of your campaign is therefore a list, you have 3 options.
Add contacts to this list: The campaign will then only retrieve contacts from this list and add them as a source. All the contacts that come in the future will not be in this campaign.
Add contacts that enter this list in the future: The campaign will retrieve only the contacts that will enter this list in the future (the old ones will not be added).
Add the contacts in this list and all those who enter the future: The campaign will then retrieve the old contacts present in this list as well as the new contacts that enter in the future.
Once you have configured the first step, we will then send an email. Choose the round 'send an email' and drag it to the left.
Then click on the 'orange' circle to configure the template to send in step 2.
If the template section is empty then go to the article to create a template. You can add multiple templates on the same step, ie the tool will randomly use one of the templates. This will let you know which template gets the most performance. We will then add a 7 day delay after step 2. Choose the 'add a delay' round and drag it to the left.
Then click on the 'orange' round to set the time, we will choose here 7 days. The campaign will then wait 7 days after sending the email in step 2 to proceed to the next step.
We will then select the option 'if condition'.
Drag the round to the left (if condition), then choose twice two new steps 'if / no answer' and add them following the path as below.
Then we will say that if the person did not respond we will send back an email, and if the person has responded then we will stop. We will therefore choose the 'stop here' option and the 'send an email' option that we will attach to path A and path B as below.
Our campaign is now ready. So you've created a campaign that will send an email from a list, wait 7 days, then then stop if the contact has replied or send a new email if the contact did not respond.
And that's all, now you can go to the statistics of your campaign to assess its performance and optimize the heck of it.
Published on: 09 / 03 / 2018