Automate Starting Leads with Triggers

How does campaign automation works in QuickMail?

In QuickMail, when leads are added to a campaign, they will be on a 'Not Started' status. The campaign will only send emails to the leads once they start the campaign.

To start new leads, it can be done either manually or by setting up Triggers.

What are triggers for?

Triggers allows users to control when and how many new leads will start the campaign. If you'd like to setup the number of initial emails to send, you need to setup Triggers.

However, if the campaign has follow up emails, Triggers doesn't necessarily control the email volume of the campaign.

How do Triggers work?

The number of leads in the Triggers is distributed evenly among the email accounts assigned to the campaign. For instance, if there are 100 leads in the Triggers and 5 email accounts assigned to the campaign, each email account will send to 20 new leads from the campaign.

There's no need to manually set up Triggers every day, as it will run automatically on a weekly basis. For instance, if you set up Triggers from Monday to Friday with 100 new leads, the campaign will start 100 new leads daily each week until there are no more available leads.

How to setup Triggers?

First, go to your preferred campaign →  Automation tab → Make sure to select your preferred timezone.

After that, click '+Triggers' → Select your preferred days, time, and number of leads

How many leads should I add to the Triggers?

The number of leads to add to the Triggers depends on your desired email volume, the assigned email accounts in the campaign, and the number of email steps.

To find the ideal number of leads, first determine the maximum daily number of emails an email account can send and the number of email steps in the campaign. Then, divide the maximum daily email limit by the number of email steps.

For example, if an email account has a daily limit of 100 emails and is running a campaign with 5 steps, you should add 20 leads each day. This way, when the emails from all 5 steps accumulate, the account can send the full 100 emails (5 steps × 20 leads = 100 emails).

If an email account is running 2 campaigns with 5 steps each, the 20 leads should be split between the two campaigns, meaning each should add 10 leads daily.

Keep in mind that the email volume will initially be lower and will reach the maximum limit only as follow-up emails stack up.

Managing email volume with Triggers can be tricky due to the follow-up emails, so it’s an experimental process until you achieve your desired email volume.

Why Can't I add more than 1,000 Leads in the Triggers?

Starting 1,000 leads at once may cause a spike in email volume, which can get the email accounts flagged for spamming. If you need to add more than 1,000 leads, it's best to create multiple triggers throughout the day. For example, create Triggers with 500 leads at 8 AM, 500 at 10 AM, another 500 at 12 PM, and so on