Create an email outreach campaign

Last Updated / Reviewed: Jan 10th, 2023

Execution Time: ~30 Mins

‌

Goal: Create a campaign on Apollo to bulk send your outreach emails to potential customers.

Ideal Outcome: Successfully send your outreach emails to a list of prospects for your business.

Prerequisites or requirements: You need to have an Apollo account (free to sign up).

Why this is important: Using an outreach tool will help you track and manage the outreach emails you send more easily.

Where this is done: Apollo.

When this is done: After you’ve crafted your outreach email,

Who does this: Outreach specialist, PR/marketing consultant, or any person responsible for outreach strategy for your business.

‌

Build an outreach email list on Apollo.

1. Login to your Apollo account, head to “Engage”, then click “Create new sequence”.
   
2. Agree to the Terms and Service.
   
3. Create a new sequence.
   
   Note: Sequence is a series of email(s) you send to a list of contacts.
4. Name your sequence and click “Create”.
   
   Note: It’s best to follow a standardized naming convention for sequence/email campaigns to help you identify them in the future. An example naming would be [Objective] - [Context].
5. Add a new step for the sequence.
   
6. Set the duration for when you want to send the emails after you activate the sequence.
   
   For example: If you set the duration to 30 mins. Your email will only be sent 30 mins after you activate the sequence (step 17).
7. Add your outreach email and click “Save changes”.
   
   Tip: Use snippets to add personalization to your email. For example, addressing the first name of the recipient.
   
8. Once you’ve set up your email, proceed to add the contact list by selecting “Add Contacts” ➝ “Upload CSV”.
   
   Note: If you have not created your list of contacts to outreach. Follow this SOP.
9. Select the contact list (CSV) from your computer.
   
10. You will then see the list of imported contacts. Scroll down to the bottom and click “Import”.
    
11. Select your list of contacts and click “Save”.
    
12. Next, select “Add to sequence” and select the sequence that you’ve just created. Then click “Confirm”.
    
13. A warning pop-up will show. Click “Save people” to add the list of contacts to your sequence.
    
14. You’ve now finished setting up your email sequence. Before activating the sequence, it’s recommended to send a test email to yourself — to spot any spelling mistakes. Head to your sequence dashboard and select your sequence.
    
15. Select your email.
    
16. Click “Send Test Email to Me”.
    
17. Once you’ve checked the email. Head back to the sequence dashboard and activate the sequence by flipping the activation toggle.
    
    
18. That’s it! You’ve now launched your outreach campaign to your customer prospects.