Automatic Emails, A/B Testing, & Pre-selected Templates

Automatic Emails, A/B Testing, Pre-selected Templates

Users can select a template for each email step within a playbook and have multiple variants for A/B Testing. They can also decide if the step will be a Manual or Automatic Email.

Automatic emails will be sent according to the schedule attached to the step and time gap set. If the first step in a Playbook is an automatic email, we recommend setting up a time gap on that first step, just in case, in order to have time to make changes if there is a mistake. Normally the first step in a Playbook would not have a time gap.

As seen in the photo above, a user can add multiple versions of a similar email to see which variant gets the best outreach. This can be as simple as changing the subject line to see what draws prospects in. The stats can be viewed when looking at the list or pulling a list specific report

Defining Mailboxes from which Automatic Emails will be sent:

a) If the List Owner has not been chosen:

You can define the user from whom automatic emails will be sent from, or choose Do Not send if you don’t want to use automatic emails in the Playbook.