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, for manual scripts campaigns creation select “Manual Scripts”

    • once clicked, you will be directed to the Sequence page. And you will need to create the sequence and message.

  • In the Sequence page:

    • Once 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.

    • 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.
    • Click on the play button to start the campaign.

    Happy campaigning!