Marketing Outreach Help Center

How to Use Omni

(Answers to All Your Questions)

Hey Omni User 👋,

Creating a campaign is super easy.

  • Navigate to OmniOutreach from the navigation bar.
  • At the bottom of the Campaign list, click on "Create New Campaign."
  • Provide a name for your campaign, for example, "My first outreach."
  • You have two options: skip leads or upload leads.
    • If you choose to skip leads, proceed to step 7.
    • If you choose to upload leads, you will be directed to the Upload Leads page, where you can upload your leads using a CSV file.
    • You can also choose to skip leads at this stage without going back.
    • To upload leads, click on "Browse File" to select the appropriate CSV file, and then click on "Save and Next."
  • In the "Leads Mapping" section, you can map the custom fields for the campaign message. Learn more about custom fields [here](add link).
  • For each custom field, select the appropriate variable by clicking on the dropdown menu.
    • If you choose not to upload a particular column, select "Don't import this column."
    • If a column is not listed in the outbound fields, choose "Custom Variable" so that the column heading can be used to denote the variable.
    • Click on "Save" to proceed.
    • If prompted by Omni BounceProtect, make your selection accordingly.
    • The upload process may take some time, depending on the size of your leads list.
  • There are two types of campaigns to choose from.
    • If you select "Manual Scripts," you will be directed to the Sequence page. However, you will need to create the sequence and message. If you choose this option, please skip to step 9.
    • If you select "Auto Generate Scripts," the AI will create the entire sequence and message once you provide all the required information in the next step.
  • Fill out the form, and refer to the provided description and examples to help you complete it.
  • In the Sequence page:
    • If you have selected "Manual Script,"
      • Choose the channel, add the message, and select custom variables from the dropdown menu.
      • To add a step, click on "Add a new step."
      • Specify the number of days for sending the next step.
      • Proceed to the next tab for the next step.
    • If you have selected Automated Script.
      • Modify it as desired or continue by clicking on the next tab.
    • You can send a test email by clicking on the "Test email" button at the top.
  • In the Schedules tab, select the days and times for sending the outreach.
  • In the setup, you have the option to:

    • Change the campaign name.

    • Choose whether to send from a single inbox or multiple inboxes.

    • Specify the phone number to use for SMS.

    • Set the option for when to stop messages.

  • The Preview option allows you to see how the sequence looks and make any necessary changes by going back.
  • Click on the play button to start the campaign.

Happy campaigning!