Tutorials

Archivedata

• How do I schedule different Leads to send emails on different date ?

  When you want to schedule emails to go on pre-determined date for individual leads so that all leads won't be scheduled on single day.

• Follow-up Emails Not Threading Together

  Understanding why follow-up emails might not appear in a single thread when CCing an assistant.

• How to Generate Draft Messages review them and then start sending messages

  When you upload a file, click on Generate Draft Messages instead of usual Add Leads. This allows users to go through all generated messages, get them reviewed comfortably, without any fear of having them sent on a given deadline. One reviewed, user can send messages individually, or in bulk.

• Reauthorize existing Assistant

  How to reauthorize existing gmail or outlook assistant.

• How assistant business hours preference works

  Sending Follwups only during business hours

• Emails getting blocked? Use your own domain tracking urls

  If the content of your email is deemed spammy because of some external domain links for tracking urls, then Gmail and Outlook may block your account, or your recipient's email servers may block your emails.

• How to find out why Whatsapp message from Sequence is not going

  Whatsapp message from the sequence may fail to actually go and there may be different reasons

• How to Identify Dropped Leads Using the 7Targets Chrome Extension

  Learn how a user identifies dropped leads in their Gmail sent box.

• How to not have the first email content in the followup emails

  When you do not want the first email as context in the bottom of the followup email then you can use this preference.

• How AI Sales Knowledge Base Model helps Sales team

  The AI Sales Knowledge Base Model is engineered to accumulate and maintain essential knowledge needed by the sales team. It promptly delivers relevant information to team members or leads who inquire about specific details.

• What is 7Targets ?

  7Targets is an AI-powered B2B sales solution that intend to assists companies in achieving multi-million dollar sales success within 4 to 5 years. It works by creating virtual sales teams, employing specialized sales approaches, and utilizing long terms nurturing, chatbots and data analytics to engage leads and ensure consistent follow-ups.

• How to use custom fields from uploaded excel in the message ?

  Need to use custom fields or parameters for each lead in the uploaded excel as a personalize parameter or variable in the custom message used in the squence

• Odoo CRM Integration

  Integrate with Odoo CRM

• How to Delete Leads in 7Targets ?

  How to effectively remove leads from your 7Targets account

• How can I effectively process pending leads and what is the typical timeframe required for completion?

  Unveil the art of skillfully managing pending leads while uncovering the optimal timeframe for resolution within the dynamic landscape of email marketing. Discover how our innovative algorithms and strategic timing insights can empower your email campaigns to conquer bounce-related challenges with finesse.

• How to engage product users at various stages of user journey

  Engaging with users at different stages of their journey is crucial to ensure they get the most out of your product or service. Whether you have a SaaS solution or any other offering, leveraging 7Targets AI Assistant can greatly enhance user engagement.

• How to put download button in email body? OR How to add buttons in your email? OR How to add hyperlink to image buttons?

  To add a download button or clickable image button with a link in your email, you can follow the steps mentioned in this document.

• How to enable Long Term Nurturing of leads?

  Long-term lead nurturing in sales is vital for building relationships, understanding needs, and establishing trust. It enables timely pitches, educates leads, addresses objections, and outperforms competitors. It boosts customer loyalty, repeat business, and referrals by fostering personalized engagement and consistent communication.

• How to Use AI-Generated Messages in 7Targets

  AI-generated messages offer an opportunity to engage with potential leads, establish and nurture relationships, and ultimately convert them into customers. Here are the steps on how to use AI-Generated Messages in 7Targets.

• What if the next email for the lead is going beyond the out of office date for the lead ?

  When out of office (OOO) reply is received from the lead, the AI assistant sends the next email after the Out of office date.

• How do I assign some other 7Targets sequence to the contacts in Hubspot ?

  7Targets Assistant has a default sequence. And when assigning the contact to the assistnat in Hubspot the default sequence would be picked up. But sometime you want some other sequence to be used instead of default sequence of Assisant. You can do this by following below steps.

• How do I change the date of the next followup for multiple leads?

  Sometimes we may need to change the date of the next followup for multiple leads. This article shows hoe to do it.

• How to assign new users in place of the users who have resigned from my company ? OR How to Rename the new users in place of resigned users?

  When users resign from your company and you need to assign the same account to new users with their new names, you can do so. Or if you want to renam ethe new users in place of resigned users. The following article explains how to do that.

• How to avoid your emails from landing in spam ?

  Sometimes, when we send emails as a part of our emailing services ,those mails might land up in spam. Here's how to avoid your emails from landing into spam.

• How to Avoid Dropping Leads After Meetings?

  Generally, after meetings, if leads do not convert, people drop leads within 3 months. We want to avoid this leak.So we have come up with ways with which you can avoid these leaks.

• How to change assistant name

  How to change assistant name

• How to add an Assistant that connects with Exchange Server Outlook email id

  This post describes the steps on how you can add a new email id and connect it with a 7Targets AI Assistant. This enables all email communications to go via your email account.

• How does various scenarios of EmailCC work

  EmailCC has various scenarios and understanding them in details will help use this simple and valuable functionality really well.

• Why do you see fewer leads from your Excel file than the number of rows?

  Ensure accurate lead counts in your Excel file by addressing duplicate email IDs. Learn how to utilize Excel's built-in functions to filter and remove duplicate values, allowing you to identify unique leads accurately. Follow the provided link for step-by-step instructions on handling unique values and duplicates in Excel.

• How to Create an Effective Renewal Sequence Based on Past Experience?

  Streamline the renewal process and boost customer retention with this comprehensive guide. Learn how to design a renewal sequence that leverages past experience to enhance customer engagement, address concerns, and achieve higher renewal rates.

• What is Send time optimization?

  Learn about the power of send time optimization in maximizing email engagement. This how-to guide provides insights and steps to help you comprehend and implement send time optimization for your email campaigns, boosting your outreach success.

• What is the reason behind recommending to have 2000 leads per assistant?

  Explore the rationale behind the recommendation to have 2000 leads per assistant and how it enhances communication efficiency. Learn why this strategy aligns with email sending limits and improves lead handling.

• What are the circumstances or reasons that may lead to the blocking of an email account?

  Explore the circumstances and reasons that can result in the blocking of an email account. Learn how 7Targets addresses this issue to minimize the occurrence of email flags and account blocks.

• How to view the total number of emails opened in any month, rather than just the total number of engaged leads?

  Learn how to access data on the total number of emails opened in a month, going beyond the count of engaged leads. This guide provides step-by-step instructions to filter and analyze email engagement metrics for a specific month.

• What are the advantages of using 7Targets over HubSpot emails in lead management process?

  When it comes to managing leads, 7Targets provides unique advantages over HubSpot emails. This concise guide will explain why utilizing 7Targets is beneficial and demonstrate its key features.

• How to create assistant to use OUTLOOK domain

  If you want your Assistant to send email from OUTLOOK for Business with your company domain, then you can use this feature.

• How to create assistant to use GMAIL domain

  If you want your Assistant to send email from your company domain email on GMAIL for Business, then you can use this feature.

• Which is the best time to send emails?

  You may wonder which can be the best time to send emails to the Leads.This post describes the ideal timelines you can use.

• Once the lead is engaged the assistant will send the follow-ups as per our sequence, but what happens to the cold leads, when will be the follow-ups sent?

  You may wonder what will happen to the cold leads, when will be the follow-ups sent.

• If we are uploading 76 leads on a day and the assistant picks the 50 leads , what will be the status of other leads? Will the assistant start sending emails the next day without initiating by us?

  You may wonder what will happen if you uploading 76 leads on a day and the assistant picks the 50 leads according to the plan selected by you.

• How will be the dashboard will it be specific for a user or the same for all. How do we segregate as per the industry?

  Dashboard is user specific and each individual can se the leads they have added/uploaded themselves.

• How much emails can a user send on a day? Like is it ok to sequence at different timing with the same assistant?

  You may wonder which can be the best time to send emails to the Leads.This post describes the ideal timelines you can use.

• While creating the sequence if we choose a day on weekend for the follow-ups will the assistant alerts us since they are off on weekends.

  You may wonder what will happen if you sequence a follow-up on weekend which happens to be a holiday for the assistant.

• How to attach documents to an email in 7Targets?

  You may want to attach documents in the email that is being sent to the Leads. This post describes two ways in which you can do that.

• How to set a new sequence on Processed leads ?

  Processed leads are those whose followup is completed as per the sequence and there was no response from the lead. Sometimes you may want to set a new sequence on processed leads to restart the followup for these leads.

• Will 7Targets provide a unique email address for each AI assistant ?

  Since the main task of AI Assistant is to draft mails to be sent to the lead, Each AI sales assistant will have a unique email address.

• Why some leads are marked Deactivated and Bounce Risk ? OR Why do I see a note like Bounce rate beyond limit and the email is not sent for the lead ?

  Bounced emails impacts the credibility of the email servers and reduces the deliverability of your emails.

• Why some leads are automatically Deactivated after adding or uploading ?

  When leads are added or uploaded the assistant validates the leads and if email address is not valid or email bounces back then the leads are automatically deactivated.

• Why some leads are showing on risk ?

  Why some leads are showing on risk

• Why I am not able to unassign the user from assistant ?

  If you are trying to unassign the user from a default assistant then it wont be possible,beacuse at least one default assistant is required for the User.

• Why I am not able to change the email address of the assistant beyond the @ part ?

  The part of email beyond @ contains ORG name and since each 7Targets account can have only one org_name for multiple users of same org, you cannot change the email address of the assistant beyond the @ part.

• Why am I not getting email notifications for response received ?

  When a response is received from the Lead, Users get an email notification.There may be many reasons if the email notification is stopped.

• Which browsers are supported ?

  Which browsers are currently supported for using 7Targets AI Assistant

• When does AI Sales Assistant stop emailing ?

  AI Sales Assistant stops emialing under 3 conditions which are if the lead responds,or lead unsubscibes, or the leads is disinterested in your offering.

• What to do after I get a response from the lead ?

  When a lead replies back to you,what steps you should follow to convert the lead into a Hot lead.

• What should be done when a user leaves an organisation ?

  Some user might leave your company or organisation and you may want to assign the user's lead to another user.

• What names should I use for the AI Assistant to get a good response rate ?

  Naming an Assistant is a decision which needs to be taken considering Geographical locations and using names prevalent in those locations. This will ensure that the Leads feel a human like connection when an email is sent by the Assistant.

• What is the best practice to handle WARM leads ?

  Best practices to handle WARM leads.

• What is the best practice when a lead is Hot ?

  Best practices when a lead is Hot.

• What if columns are not ordered according to sample excel file

  During uploading of Excel file while adding Leads,the column names are important.

• What happens when I respond back to lead and assistant is copied ?

  When you (user) reply back to the lead copying Assistant, it is like letting the Assistant know that you have taken care, so do not put the lead at risk.

• What happens if the notification email sent by the Assistant bounces

  If the notification email sent by the Assistant bounces then assistant will disable all the notifications.

• What happens if I have extra columns in the excel being uploaded

  During uploading of Excel file while adding Leads,the extra columns will get ignored.

• Can I have the same lead on two sequences at the same time ?

  Can I have the same lead on two sequences at the same time

• If lead replies with an attachment, will we get it on our mail ?

  When lead sends an attachment, assistant will send an email with the attachment.

• If I put existing leads on a new Sequence, do the leads get counted twice ?

  Existing leads can be sent many emails or put through any number of Sequences, but they will be counted only once.

• How to validate the leads while excel upload and add then as next action ?

  While adding leads via excel upload if you want to validate the leads then you need to upload the excel which gets validated automatically.You may check the excel uploaded and then add the leads using Add leads icon.

• How to stop sending the WhatsApp URL in the emails sent by the assistant ?

  User may want to stop sending the Whatsapp URL in the emails sent by the Assistant.

• How to stop sending off further messages other than Unsubscribe ?

  Stop Followup is the right option to stop sending the future scheduled emails to the lead.

• How to stop repeat WARM notification for the same lead ?

  You get notified when a lead is WARM,but if you want to stop repeat WARM notifications for the lead then you can disable them.

• How to stop the excel upload in between ?

  While adding Multiple Leads using an Excel sheet,you may want to stop the excel from getting uploaded. At such times you can cick on Cancel button.

• How to set Holiday for Assistant ?

  Users can set up Off Days for the Assistant from preferences. On the Off days selected by User, the Assistant will not send emails to the leads.

• How to send an attachment, videos or photos in the email ?

  Users can add some customized documents, videos or photos in the email sent to the Leads.

• How to process the Deactivated -> Bounce Risk Leads ?

  How to process the Deactivated -> Bounce Risk Leads

• How to pause the sending of emails ?

  Sending of emails can be paused by using the Stop Followup actions

• How to learn more about warm leads? OR How to find more information about warm leads ?

  WARM leads are potential Hot Leads.So writing a personalized email will double the chance of response.

• How to know which contacts are opening which links ?

  If you have links in your emails which are sent to your leads and if you want to know which contacts have clicked on the links.

• How to find out when Bounce % will go down ?

  How to find out when Bounce % will go down

• How to filter out Leads having certain tags ?

  Tags are commonly used to organize and categorize customer data. Tags are labels or keywords that can be applied to different customer records, such leads, and messages, to help users quickly and easily identify and sort them based on shared characteristics.

• How do I decide on the context to be used when adding a lead ?

  Contexts are company specific and are used to assign to the leads with specfic intentions.

• How to just change the first line of the default email ?

  Generally assistant drafts an email for sending it to the lead.Suppose you may want to change the first line of the email,then you can do that by creating custom sequence and custom message.

• How to categorize leads as Cold, Warm, and HOT ?

  Based on what criteria are the leads categorized as Cold, Warm, and HOT

• How to Calculate Bounce Rate ?

  How to Calculate Bounce Rate

• How to avoid having the number in the subject of the email sent by the assistant ?

  Sometimes you may want to remove the Unique number in the subject of the email sent by the assistant.What is this number coming in the email to the prospect.What is the unique number in email subject line.The followng article shows how to remove unique number from subject of the email.

• How to add same lead email-id for different context ?

  Contexts are company specific and are used to assign to the leads with specfic intentions.

• How to add another email to a sequence which was already sent or processed ?

  Sometimes you may want to send a new Email to the leads who hve been receivibg emails based on a Sequence selected at the time of addidtion of leads.

• Does Assistant stop sending further emails if the plan or subscription is cancelled or expires ?

  If the plan or subscription is cancelled or expires,Assistant stops sending emails to the existing leads.

• Does the AI based assistant automatically responds when a lead asks for brochure ?

  Some of the leads may respond back asking for a brochure of your company, and assistant can automatically send the brochure to the lead.

• Do we store videos or files on our cloud servers ?

  Videos and Files are not stored on our servers.

• How to send automated response back to the leads response

  Some of the leads may respond back agree to meet or interested to proceed further and you may want to send a reply immeditely with your shared calender. So the lead can book the meeting.

• How to send automated response back to the leads response ?

  Some of the leads may respond back agree to meet or interested to proceed further and you may want to send a reply immeditely with your shared calender. So the lead can book the meeting.

• How to build and use the HTML email in 7Targets ?

  How to build HTML email using drag and drop and use that in 7Targets.

• How is context and more info being used and the purpose of it ?

  Assistant uses the context and more info to make your emails more personal

• How to find the reason for not added leads from uploaded excel

  Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.

• What to do on receiving Response Notification from Assistant

  Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.

• How to export all valid leads or email ids

  How to know and export the valid leds or email ids.

• How to view emails scheduled for today

  Want to view the emails scheduled for today and later days too.

• Why less emails than per day limit of the Assistant are sent

  Sometimes Assistant sends less emails that the per day limit. Especially just after the leads are added.

• Does Assistant send emails on public holidays?

  Assistants try to figure out where the lead is from so they don't send emails on holidays. You can, of course, change this through the Assistant preference.

• How to get document engagement insights with 7Targets DocuLens

  Doculens provides insights into when a document was read, pagewise details of which pages were read for how many seconds. All you need to do is insert DocuLens link of your document in 7Targets AI Assistant custom email

• Tell Assistant to send an email from a different sequence after someone opens an email

  When a lead opens an email, assistant responds with an email from a different sequence selected in below settings. Thus gives an opportunity to send emails from a new sequence based whether email was opened or not.

• Why do we see less link clicks in 7Targets email and more in google analytics

  There are several reasons why we see inconsistencies in 7Targets link click report and google analytics reports.

• How Assistant can followup the campaign responses automatically

  Responses and especially enquiries from a marketing campaign should not be dropped and possibly immediately responded with proper followup. AI Sales Assistant make that possible now.

• Connect with all prioritized LinkedIn contacts FASTER

  Connect with all prioritized LinkedIn contacts FASTER. Multiple leads can be selected and then a single action of Search LinkedIn will open LinkedIn in multiple browser tabs for those selected leads.

• Getting unwanted spaces in emails? Learn how to format your email the right way

  Some of our customers had good formatting needs for the emails. But struggle when they copy the formatted text from some editor like Microsoft Word or Google docs into 7Targets Custom Message.

• How to identify leads who have moved out

  Leads which moved out from a company are identified by the assistant and updated as Moved Out sub state.

• How and why assistant check for name email mismatch

  Assistant validates name and email to help you avoid mistakes

• How to Cancel or Stop Followup for Leads

  Cancel or Stop followup of certain leads from your lead list

• How to assign a lead to AI assistant using Email CC feature

  CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead for the assistant to followup. 5% of the lead capacity is reserved for EmailCC to make sure that leads from EmailCC is given priority over others.

• How to exclude certain domains for sending emails

  Preventing the assistant from send emails to certain domains.

• How to change the default Introduce Me message?

  Default Introduce Me message is good but you want to change it a little. It is easily possible via the Assistant preference.

• How to verify, approve and then add leads from a excel file

  How one user uploads an excel file, then approver verifies and add the leads.

• What is the difference between continue followup and restart followup

  Continue followup and Restart followup are two different actions and purpose. Let's understand these actions in details

• How to send Webinar Invitations to Selected Audience within minutes. Or How to Broadcast a message

  How to send Webinar invitations to Selected Audience within minutes, such as to engaged leads or warm leads. This is also about how to broadcast a message to one or more leads.

• How to assign existing leads to another AI assistant

  Assign some of the existing leads to another AI assistant and put on a new nurturing sequence.

• How to assign JobAdder Contacts to your 7Targets AI Assistant

  Assigning Contacts from JobAdder to your 7Targets AI Sales Assistant is easy. Follow few simple steps and you can then have your Assistant own the contact for Nurturing as well as update the notes of the work done.

• How to introduce yourself (a salesperson) in a Lead<->Assistant communication

  An AI assistant interacts with hundreds of leads in parallel. When a lead responds to the AI assistant and asks for a meeting, now the AI assistant needs to introduce her boss to take the conversation forward.

• How to introduce salesperson to AI assistant

  This is about how we can introduce actual human salesperson to AI assistant.

• How to make calls to leads from 7Targets easily

  Calling is an important aspect of lead conversion. Knowing whom to call and keep a tag of the call result is critical to simplify the calling process. 7targets make this task easy for you.

• How to find leads who clicked links from the emails

  Filter the leads by their click on particular links.

• How to manage Lead States and Tags

  AI Sales Assistant will categorize the leads in various states based on the followups and responses. These states are there for the user to help focus on the right leads for conversion.

• How to update mismatched names and email addresses at scale

  How to change mismatched data such as name and email addresses.

• How to get notified when someone clicks your link

  Keeping the track of particular clicks on link is necessary. These steps are about how to enable "Link clicked notifications".

• How to stop getting notifications

  These steps are about How to stop getting notification of leads or how to disable them.

• How to notify team members immediately, when you get a response from one of your leads

  How to add team members so that they can receive notification from assistant whenever a lead responds to you.

• How to Invite new users and manage existing users for your Organisation

  You may want to Invite new users to your Organisation, edit the roles of previous users or even assign an existing assistant to other users in the Organisation

• How to edit lead name if you have made spelling mistake

  How to edit lead names if you have made spelling mistake in the lead name itself

• How assistant suggests a nurturing table from your website

  How assistant suggests a nurturing table by reading your website.

• How exactly does a salesperson drop a lead? How to fix the problem?

  Possible solution when a salesperson drops a lead.

• How to see What Happened to the Uploaded Leads

  How to see what happened to the leads that were uploaded from a file. Why were some leads not added, what's the status of those leads that were successfully added.

• How to Process Warm Leads

  How to handle Warm leads. The warms leads are the ones who have opened your emails more than 3 times.

• How to Add More Information in the Email

  How to add information in all the emails which will not be changed by the assistant

• How to Login when you Forget the Password

  How to login into your account when you forget your password

• How to upload multiple leads

  How to upload multiple leads from an Excel sheet

• How to add more details to your assistant

  How to add details to the assistant such as signature, context, default sequence, brochure url, etc.

• How to add more details to your assistant

  How to add details to the assistant such as signature, context, default sequence, brochure url, etc.

• How to prepare an excel sheet to upload multiple leads

  What is the format of the excel sheet and from where to download it.

• How to prepare an excel sheet to upload multiple leads

  What is the format of the excel sheet and from where to download it.

• How to setup AI Sales Assistant

  How to setup a new AI sales assistant. (for example the name, designation, email address, etc)

• How to setup AI Sales Assistant

  How to setup a new AI sales assistant. (for example the name, designation, email address, etc)

• How to make your own Sequence

  How the assistant should followup i.e. what message to send, after how many days, etc.

• How to create or make your own Sequence

  How the assistant should followup i.e. what message to send, after how many days, etc.

• How to Nurture leads using AI Sales Assistant

  How to upload lead nurturing information to the assistant so that all the prospects are nurtured.

• How to Nurture leads using AI Sales Assistant

  How to upload lead nurturing information to the assistant so that all the prospects are nurtured.

• Releases

  Release notes

• FAQ

  Frequently Asked Questions

• API

  Integrate using API

• JobAdder

  Integrate with JobAdder

• Zapier Integration

  Integrate with 7Targets using Zapier

• Zoho CRM

  Integrate with Zoho CRM

• Pipedrive

  Integrate 7Targets AI Assistant with Pipedrive

• Integrate Salesforce with 7Targets AI Assistants

  Assign Leads from Salesforce to 7Targets AI Assistant. Assistant will followup and log the emails in Salesforce.

• Hubspot CRM

  Integrate with Hubspot CRM

• Subscription

  Organization Subscription and Plan

• Message Library

  Out of the box Message Library

• Custom Message

  Custom Message for Custom Sequence

• Schedule Sequence

  Manage Schedule Sequence helps you decide how you want the assistant to followup. how many message and at what days of gap

• Whatsapp Message

  Sending Whatsapp Message

• SMS Message

  Sending SMS Message

• Manage Team

  Manage Team members

• Notifications

  Assistant Notification Preference

• Nurture

  Assistant Nurture Table

• Assistant Details

  Assistant Behavior, Profile and Defaults

• Dashboard

  Assistant Dashboard

• Lead State and Responses

  Lead Responses, Lead State and Teach your Assistant

• Lead Source

  Lead Source

• Lead List

  Lead List

• Add Multiple Leads

  Add Multiple Leads

• Add Lead

  Add Lead

• Create your Assistant

  Create your Virtual Assistant

• Signup

  Signup to create your AI Sales Assistant