Products
Send email campaigns
Write a campaign, review its emails, send from your own mailboxes, turn on Autopilot and sort the replies.
A campaign writes to a list of people from the mailboxes of your business. It has steps: emails in your own words, or emails that a teammate writes for each person, and tasks for a person. Each email waits for your yes before it goes, unless an owner or admin turns on Autopilot. This page tells how to run a campaign and sort its replies.
Before you begin
- A list of people. Make one in Lists, or import one. See Keep lists of people and companies.
- A mailbox of your business on its own domain, with SPF or DKIM. See Your mailboxes.
- The postal address of the business. Every email ends with it, as the law in many places asks.
- For emails that a teammate writes: Outreach in the troop.
Outreach sends from your own mailboxes. It never sends through the mail service of Troopy.
Make a campaign
- Open CRM > Campaigns, then select New campaign. Or select Email these people on a list.
- Give it a Name, such as "Austin dentists, autumn", and pick the list.
- Select Make the campaign. Its page opens on the steps that get it ready.
Get it ready
| Step | What to do |
|---|---|
| Steps | Write the emails and the tasks of the campaign. |
| People | Add people from the list. |
| Mailboxes | Pick which mailbox it Sends from. |
| Postal address | Add The business's postal address. |
Write the steps
A step is an email or a task for a person. Each step comes some Days after the step before.
| Kind of email | Who writes it |
|---|---|
| Your own words | You write the subject and the words, with variables such as {{first_name|there}}. |
| Written for each person | Your teammate writes each email from What the first email is for: the offer, the angle and the ask. |
For an email that a teammate writes, select Write 3 samples to read 3 emails for three people on the list. Nothing is sent or saved. A task step says What a person does, like "connect on LinkedIn".
Select Save steps. Saving new steps drops the drafts that nobody approved yet.
Add people
Select Add people from the list. Troopy adds each person whose email a check said reaches them. If you ask, it also adds an email that no check looked at. It never adds an invalid email, or a person on do-not-contact.
Start
Select Start. If sending is off for the workspace, Troopy asks to turn it on too: Start and turn sending on, or Just start it.
Review the emails
The first emails appear in a minute or two under To review. Each email waits for your yes.
- Read each email. A flag says what a check found, such as a fact that the sources do not show.
- Select Approve, Change it, or Skip this person.
- To ask the teammate for another version, select Write it again and say What to change.
You can approve one page of emails without flags at one time. A flagged email waits for you one by one. Approved emails go in the sending hours of the campaign.
How sending works
- One email leaves each mailbox at a time, in the sending hours and the time zone of the campaign.
- A new mailbox sends 10 emails a day at first, and 2 more each day.
- Troopy checks each email again as it goes: the campaign runs, the person is at that step, and is not on do-not-contact.
- A follow-up goes only after Troopy read the replies of the mailbox in the last half hour.
An email that possibly went shows Not sent or as unknown. Troopy looks for it in the Sent folder after ten minutes, and never sends it again by itself. Select It went or Send it again.
Autopilot
Autopilot lets the approved steps go with no yes for each email. Only an owner or admin turns it on.
- It comes only after people approved 10 people since the steps changed.
- It lasts up to 30 days, with a number of emails a day.
- Flagged emails still wait for a yes.
Autopilot ends when its date comes, the steps change, the campaign pauses, a mailbox stops, or 3 of its last 100 sends unsubscribed. Then its unsent emails go back to draft, and Outreach says why in the troop chat. Select End Autopilot to end it.
Sort the replies
Open CRM > Replies. It shows To sort, Interested, or all replies.
- Read the reply. Troopy keeps it without what it quotes.
- Sort it: Interested, A question, Not now, Not interested, Away or Wrong person.
- Or select Unsubscribe them. This unsubscribes them for good.
Not interested also puts the person on do-not-contact for good. The weekday routine Sort replies of Outreach can sort the replies for you.
What Troopy does with replies alone
- A reply stops the steps of its person.
- "No" unsubscribes the person.
- An automatic reply pauses the person until a day after they come back.
- A bounce marks the address. Two bounces in the last 50 sends pause the mailbox.
Each email ends with an unsubscribe link, and a reply with "unsubscribe" works too.
Pause and resume
Pause stops the campaign at once. Resume starts it again. A paused campaign keeps its drafts.