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
Knowledge Base for 7Targets AI Sales Assistant aka Virtual Sales Assistant
Can I have the same lead on two sequences at the same time
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.
Videos and Files are not stored on our servers.
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.
If the plan or subscription is cancelled or expires,Assistant stops sending emails to the existing leads.
Some of the leads may respond back asking for a brochure of your company, and assistant can automatically send the brochure to the lead.
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.
Understanding why follow-up emails might not appear in a single thread when CCing an assistant.
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.
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.
Assistant validates name and email to help you avoid mistakes
Sending Follwups only during business hours
How assistant suggests a nurturing table by reading your website.
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.
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.
Sometimes we may need to change the date of the next followup for multiple leads. This article shows hoe to do it.
Contexts are company specific and are used to assign to the leads with specfic intentions.
EmailCC has various scenarios and understanding them in details will help use this simple and valuable functionality really well.
Possible solution when a salesperson drops a lead.
Assistant uses the context and more info to make your emails more personal
You may wonder which can be the best time to send emails to the Leads.This post describes the ideal timelines you can use.
How to add information in all the emails which will not be changed by the assistant
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 Calculate Bounce Rate
Cancel or Stop followup of certain leads from your lead list
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.
How to effectively remove leads from your 7Targets account
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.
Learn how a user identifies dropped leads in their Gmail sent box.
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 login into your account when you forget your password
How to upload lead nurturing information to the assistant so that all the prospects are nurtured.
How to handle Warm leads. The warms leads are the ones who have opened your emails more than 3 times.
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.
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.
How to add details to the assistant such as signature, context, default sequence, brochure url, etc.
Contexts are company specific and are used to assign to the leads with specfic intentions.
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.
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.
Assign some of the existing leads to another AI assistant and put on a new nurturing sequence.
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.
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.
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.
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 build HTML email using drag and drop and use that in 7Targets.
Based on what criteria are the leads categorized as Cold, Warm, and HOT
How to change assistant name
Default Introduce Me message is good but you want to change it a little. It is easily possible via the Assistant preference.
If you want your Assistant to send email from your company domain email on GMAIL for Business, then you can use this feature.
If you want your Assistant to send email from OUTLOOK for Business with your company domain, then you can use this feature.
How to edit lead names if you have made spelling mistake in the lead name itself
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.
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.
Preventing the assistant from send emails to certain domains.
How to know and export the valid leds or email ids.
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.
Filter the leads by their click on particular links.
How to find out when Bounce % will go down
Whatsapp message from the sequence may fail to actually go and there may be different reasons
Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.
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
Keeping the track of particular clicks on link is necessary. These steps are about how to enable "Link clicked notifications".
Leads which moved out from a company are identified by the assistant and updated as Moved Out sub state.
This is about how we can introduce actual human salesperson to AI assistant.
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.
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.
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.
WARM leads are potential Hot Leads.So writing a personalized email will double the chance of response.
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.
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.
When you do not want the first email as context in the bottom of the followup email then you can use this preference.
How to add team members so that they can receive notification from assistant whenever a lead responds to you.
Sending of emails can be paused by using the Stop Followup actions
What is the format of the excel sheet and from where to download it.
How to process the Deactivated -> Bounce Risk 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 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.
Users can add some customized documents, videos or photos in the email sent to the Leads.
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.
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.
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.
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.
How to setup a new AI sales assistant. (for example the name, designation, email address, etc)
These steps are about How to stop getting notification of leads or how to disable them.
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.
Stop Followup is the right option to stop sending the future scheduled emails to the lead.
User may want to stop sending the Whatsapp URL in the emails sent by the Assistant.
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 change mismatched data such as name and email addresses.
How to upload multiple leads from an Excel sheet
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
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 one user uploads an excel file, then approver verifies and add the leads.
Want to view the emails scheduled for today and later days too.
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.
Dashboard is user specific and each individual can se the leads they have added/uploaded themselves.
Existing leads can be sent many emails or put through any number of Sequences, but they will be counted only once.
When lead sends an attachment, assistant will send an email with the attachment.
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.
You may wonder what will happen to the cold leads, when will be the follow-ups sent.
How to reauthorize existing gmail or outlook assistant.
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.
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.
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.
During uploading of Excel file while adding Leads,the extra columns will get ignored.
If the notification email sent by the Assistant bounces then assistant will disable all the notifications.
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.
During uploading of Excel file while adding Leads,the column names are important.
When out of office (OOO) reply is received from the lead, the AI assistant sends the next email after the Out of office date.
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.
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.
Best practices to handle WARM leads.
Best practices when a lead is Hot.
Continue followup and Restart followup are two different actions and purpose. Let's understand these actions in details
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.
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.
Some user might leave your company or organisation and you may want to assign the user's lead to another user.
When a lead replies back to you,what steps you should follow to convert the lead into a Hot lead.
Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.
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.
Which browsers are currently supported for using 7Targets AI 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.
You may wonder what will happen if you sequence a follow-up on weekend which happens to be a holiday for the 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.
When a response is received from the Lead, Users get an email notification.There may be many reasons if the email notification is stopped.
There are several reasons why we see inconsistencies in 7Targets link click report and google analytics reports.
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.
Sometimes Assistant sends less emails that the per day limit. Especially just after the leads are added.
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.
Bounced emails impacts the credibility of the email servers and reduces the deliverability of your emails.
Why some leads are showing on risk
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.