A Doreach campaign has three tabs: Audience, Sequence, and Schedule. Create the campaign, fill in each tab, then select Launch campaign and fix anything the launch list shows.
1. Create the campaign
Open Campaigns and select Create campaign. Enter a Campaign name and select Create campaign. Doreach opens the new draft on the Audience tab. You can switch tabs at any time, and Doreach saves the draft as you work.
2. Choose where contacts come from
On the Audience tab, choose a source under Where contacts come from. The LinkedIn sources are:
- LinkedIn Search
- Companies hiring
- Companies in the news
- Post engagers
- Group members
You can also use CSV import, a Saved audience, Instagram sources, or people you have already talked to. Event attendees and Import from a tool or agent show Coming soon, so you cannot select them yet. Read campaign types and audience sources for what each source does.
Review the contacts the source returns. Doreach leaves out duplicates, suppressed contacts, and anyone a campaign is messaging right now.
3. Build the sequence
Open the Sequence tab. Under How should this campaign start?, choose Start from scratch, From a saved template, or Copy an existing campaign.
Under Send from, pick the connected accounts that may send each channel’s steps. Select a LinkedIn account for LinkedIn steps and a mailbox for email steps.
Select Add step to add a step. Pick the Step type, set the wait under When it sends, and write the message. When the sequence has a LinkedIn message, Doreach adds a connection request above it for you. Every email step needs a subject and body. Contacts without an email address skip email steps.
Each text step must include a supported merge tag or spintax, so that the text differs from person to person. Use fallbacks for merge tags that may be empty, such as {{first_name|there}}. Read sequence steps and personalization variables for the supported options.
4. Set the schedule
On the Schedule tab:
- Under When it starts, choose As soon as I launch, or At a date and time and pick the date and time.
- Set the Send window. Doreach reads it in the team’s saved timezone.
- Under When someone replies, leave Stop the sequence when they reply turned on if a reply should cancel the contact’s later steps.
- Under Contacts in other campaigns, decide whether to Allow contacts who were in earlier campaigns.
- If the sequence has LinkedIn steps, set Withdraw unanswered connection requests. The minimum is 3 days.
Daily sending and the wait between actions belong to each outreach account, not the campaign. Select Open account limits under Daily pacing to change them. The account settings apply across every campaign that uses that account.
5. Review and launch
Select Launch campaign at the top of the campaign. Doreach shows a launch list with a row for Audience, Sequence, Senders, and Schedule.
When every row is ready, the list shows Ready to launch. Select Launch now, or Not yet to keep editing. When something is missing, each row says what to fix and links to the tab that fixes it. Common problems include:
- no contacts, no steps, or every step turned off
- no account selected to send a channel’s steps
- a step that sends the same text to everyone
- an invalid merge tag or spintax block
- a connection note longer than 180 characters
- an email step without a subject or body
- At a date and time chosen without a date
- a withdraw period shorter than 3 days
LinkedIn and email replies from campaign contacts appear in the unified inbox.