Before You Begin
Before creating an outreach campaign, make sure you have:
- A Brand Contact: The person you want to reach out to must be saved in your CM Hub database with a valid email address.
- An Email Sequence: You’ll need an existing sequence containing the emails you want CM Hub to send.
- A Connected Gmail Account: CM Hub uses your connected Gmail account to send outreach emails on your behalf.
If you haven’t created an Email Sequence yet, visit our Build an Email Sequence tutorial.
Create Your Outreach Campaign
Follow these steps to launch a campaign:
- Navigate to the Prospects section and locate the Brand Contact you’d like to reach out to.
- Select the prospect from your list.
- Click the blue button with the paper plane icon.
- Select the Email Sequence you’d like to use for the campaign.
- Click Create to create your outreach campaign.
CM Hub will begin preparing your campaign using the selected Email Sequence.
Once the campaign is approved and its first email is sent, the sequence will continue according to the email delays you’ve configured.
Monitor Your Campaign
After creating your outreach campaign, navigate to the Outreach page to monitor its progress.
You’ll be able to review important campaign information, including:
- Campaign Status: See whether your campaign is Pending, Approved, Active, or Ended.
- Views: Track the cumulative number of email opens throughout the campaign.
- Emails Sent: See how many emails have been sent.
- Replied: Find out whether the Brand Contact has responded.
- Replied Date: View when a reply was received.
- Last Update: See when the campaign last recorded activity.
CM Hub will automatically follow the schedule established by your Email Sequence until the campaign receives a valid reply, completes its sequence, or encounters an issue that prevents it from continuing.
Manage Your Outreach Campaign
If you need to stop an outreach campaign before all scheduled emails have been sent, you can manually end it from the Outreach page.
You can also permanently delete campaigns you no longer want in your Outreach history.
For step-by-step instructions, visit Manage Campaigns.
Tips
- Choose the right Brand Contact. Make sure you’re reaching out to someone relevant to partnerships, influencer marketing, or brand collaborations.
- Verify the recipient’s information. Check that the prospect’s name, company, and email address are accurate before launching your campaign.
- Select the appropriate Email Sequence. Use messaging that aligns with the brand and the type of partnership you’re pursuing.
- Review your Email Templates. Double-check your subject lines, messaging, and personalization shortcodes before creating the campaign.
- Check your email delays. Make sure your follow-up schedule gives Brand Contacts enough time to respond between messages.
- Monitor your campaigns. Visit the Outreach page periodically to review campaign activity, replies, and performance.
- Be patient with follow-ups. Not every Brand Contact will respond to your first email. Allow your sequence to run before evaluating its overall effectiveness.