How to Get the Lead Back to the Campaign 🔙 – Simply B2B

Hello! 🌟

Welcome to a fantastic tutorial where you'll learn how to guide a lead back to their original campaign or even to a different one. Plus, we'll dive into why these options are super handy! ✔️

🤔 Why Bring a Lead Back to Their Original Campaign? Imagine you're sailing smoothly through your LinkedIn messages, connection requests, InMails, or emails. Suddenly, a lead responds! Now, in your Simply-B2B Inbox, you're faced with three choices:

Respond Manually: Craft a personalized reply.
Instant Replies: Use a pre-set response for efficiency.
Re-enter the Campaign: If it feels right, smoothly move the lead to the next step in their journey.

🔄 Two Ways to Return a Lead to the Campaign:

From the Campaign Tracking Dashboard: Here, you're the campaign commander, steering leads back on track.
From the Chat: Engage directly from your conversations.

📋 In the Leads List (Check Leads) Dashboard: Hit the “Get the Lead back to the Campaign” button. Choose any step that makes sense based on the lead's response, the previous interaction, and what logically follows next.

📥 From the Smart Inbox: This might be your go-to method! It’s super convenient to see the lead's response and decide the next step right from the inbox.

⏰ When you're ready to return a lead to the campaign, it's crucial to specify the exact time for their re-entry. This precision ensures that the lead is reintegrated into the campaign at the exact time you specified instead of returning them in the present moment.

Remember, if you don't opt to return the lead to the campaign, you always have manual replies or instant replies at your fingertips, right in the chat's bottom-left corner.

🤔 Why Shift a Lead to a Step in a Different Campaign? Here's where it gets really interesting. You can also move a lead to a specific step in a different campaign. Picture this: A lead responds positively to your message. You can whisk them away to a new campaign tailored for such upbeat interactions. It's like having a VIP lane for your most promising leads!

🚀 We hope this tutorial adds a sparkle to your Simply-B2B journey and makes managing your campaigns a breeze!

Happy Campaigning and enjoy your Simply-B2B adventure! 🚀