Hi there 👋🏻,
Yes you can automate your cold emails with SalesBlink, but sometimes you might need to do some manual outreach tasks that will increase your meeting booking rate.
His might include, but won't be limited to:
Sending LinkedIn Messages
Sending an iMessage
Sending WhatsApp Messages
Calling Leads
and more..
This is possible because you can create Task Types according to your own requirements.
We will explain the process for LinkedIn Message Outreach but it's pretty similar for any type of Manual Task.
Before we begin, here are a few concepts you should know about:
Concept | What is it? |
Task Type | This is a particular type of manual task, ex. LinkedIn Message or Phone Call |
Task Templates | These are templates that are supposed to be used when you are performing the manual task. |
Task Conditions | These are conditions that can be used in If/Else blocks to trigger the right next step. |
Task Types
These need to be created from Tasks page & can be any type of manual task you wish to perform.
Ex. LinkedIn Message or Phone Call.
Create a new Task Type
Head over to Tasks page.
Click on Task Types.
Click on New Task Type.
Either select a Task preset or Add one manually.
(Optional) When adding tasks manually, mention the:
Name - Name of the manual task type
Description - For Internal purposes only
Required Variable - Task will only be scheduled if lead has this data
Create Templates for this Task Type - If this task should have a template & fields for the template.Click Add Task Type.
Once your task type is created, you will be prompted to create a condition for the task.
Task Conditions
These are conditions that can automatically or manually complete based on the settings and when it is completed, it can trigger an If/Else block in a sequence.
You can create a new condition by clicking [+] icon next to the task type or else SalesBlink with automatically ask you to create one after you just created a new task type.
You will need to enter the following details:
Condition Name - This is the name of condition corresponding to the task.
Condition Description - This is a short description that serves as a reminder, it is for internal use only.
Mark condition complete once task is done - If you choose this, condition will trigger automatically once task is completed.
Yes, each task type can have multiple conditions.
For example,
Task Type: LinkedIn Message
Task Condition 1: Received a Negative Reply
Task Condition 2: Received a Reply & Meeting Scheduled
Once your conditions are set, in case you selected to allow templates for your task type, you will be able to create task templates.
Task Templates
These are reusable pieces that come handy to remind you about messages and more.
To create a task template, follow these steps:
Head over to templates page.
Click on create new and select "Create Task Template".
Select the task type for which you wish to create a template.
Click "Create Task Template"
Enter the Template name & other fields according to the requirements set while creating task type (if done manually) or else we have created most used fields for each type of task.
Click Add Task Template to save it.
That's all!
Adding Tasks in Sequences
Now let's see how you can add tasks in sequences.
Create a new Sequence.
Click on the [+] icon to add a task block.
Select the Task Type that you wish to add from the dropdown.
(optional) Select the task template if this task type needs a template.
Click Insert to add the task.
Now that your tasks are added to sequence, they will be scheduled at the right time & you will be able to complete them from Tasks page.
Performing the Tasks
It's super simple to complete the task
Head over to the Tasks page.
Click the check icon to complete the task.
(Optional) Click the clock icon to snooze the task to be done later.
Task Reminders
We will send you reminders via Email or Slack (if connected) when there is a task that needs to be completed.