To start using Autoklose for its main purpose - email automation, a Campaign should be created. Every Campaign contains a list of settings to ensure emails and follow-ups are sent in a preferred way.
Create a campaign in a few easy steps:

  • Click the Start Campaign button on the left side or New Campaign on Campaigns page

  • Step 1 - Campaign Settings

    Adjust basic and some advanced campaign settings like the starting date and sending days, "From" email account, or Campaign sending limit. More information about campaign settings and how to manage them can be found here.
    Set Automatic actions to customize and automate campaign management.
    Hit Next Step in the upper right corner when done with the initial setup.

  • Step 2 - Choose Recipients

    Campaign recipients can be added using the Existing Contacts filter, New Contact, and Upload CSV option.

    Add Existing Contacts will allow you to filter and select contacts currently uploaded to the team Database.

    Add New Contact is a way to add a single contact to a campaign.

    The Upload CSV option can be used to upload a prepared file with contact information that can be mapped and used in an email sequence via tokens.

    An additional upload option is Data Unlimited, which gives you access to millions of B2B leads.

    Buy Contacts enables you to purchase a defined number of Data Unlimited contacts using the credits feature.

    After the upload, contacts can be Tagged or manually removed from the campaign.

  • Step 3 - Select Template

    Choose Email Template from multiple sources. Previously saved sequences created by you or your team with Autoklose default templates are available in this step. Choose the desired template by clicking on it and hitting Next Step to progress to Step 4

    A blank template will open up an editor page, where new emails can be created and saved for later use.

  • Step 4 - Customize Templates

    In this step, you can further edit, make changes and create new emails.

    Add more follow-ups using the "Add follow-up" button below the last created email or delete emails using the "Delete" option in the bottom right corner of the editor. If you're using the Autoklose default template, make sure all placeholders and squared brackets are deleted and replaced with your own text.
    Already "Saved Emails" can be added using the option in the Subject line row.

    Created emails and sequence rules (delay between emails, A/B test with winning days for it) can be saved using the Save Sequence as New Template button.
    Decision Tree switch at the top enables a more conditional approach and different actions depending on recipient activity in campaigns. Learn more about the Decision tree and the differences between it and regular campaigns with Automated Actions.

  • Step 5 - Campaign Review

    This offers a short overview of campaign settings, number of recipients, and emails in the sequence. Use the Edit button on the right side to easily go back to the desired step and make changes if necessary.

    When all steps are completed, the campaign can be started. Hit the Start button in the upper right corner to move the campaign to In progress or Pending (if the start of the campaign is scheduled to a future date) state.

    If closed, the campaign will be saved in a draft and it can be easily edited in the future and started at a later point.
    The campaign will be saved as a draft from the moment the Campaign name in Step 1 is set.

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