
Connecting your email to Autoklose, setting up the signature and sending speed. Making sure your first name is correctly applied and toggling additional mailbox folders for neater inbox.
Ramp up feature explained along with its setup
Domain authentication as a step to do before getting your campaigns up and running
What is a custom tracking domain and how to set it up
Where advanced sending schedules are and how to set them up
How to put domains on the Do-Not-Email domain list
Setting up the unengaged contacts feature
Create and edit contact field tokens to personalize email content by mapping the first name, last name, job title, and company name, with sensible default values in campaigns.
A short introduction into a campaign creation process
Setting up campaign settings: sending speed, schedule, sending email, activity tracking
How enrollments work and ways to use this feature
Setting up automate actions with examples
How to import contacts via .csv, manual contact adding and adding contacts from existing contacts in the Autoklose
Selecting templates to use and default templates
Setting up an a basic email sequence, with delay days and threading
Advanced Autoklose editor options, importing images, power paste, attachments, vidyard and hyperlinking
How to set up personalization for individual recipients with personalized email feature
Decision tree 101 and different options with this module
How to import spintax with examples
How to use Komposer to get email ideas and different use cases for Komposer
Reviewing everything done in the preview 4 steps and what to look for
Previewing campaign statistics with all the relevant tab for recipient activities
How to find your way around in the contact section and use filters to your advantage
Crafting new templates, editing existing ones and rewriting default templates into ones you can use
Creating new tags, editing existing ones, and deleting the tags you no longer need
Preview reports for your campaign for any time span
How to keep track of everything you did in Autoklose so you can easily retrace your steps
Pipedrive integration and its functionality
Salesforce integration and its functionality
This Masterclass aims to give you enough knowledge to setup your Autoklose, run and monitor your campaigns, keep track of every action your recipients do and know how to convert that into next steps. We are going to take a look at every corner of Autoklose, cover every section and connect them all into one seamless flow that works for you.
The course is divided into three sections:
- getting started with connecting your email, settings and all the options there
- campaign setup and features
- contacts, tags, templates, logs and the rest of the main menu items
We start at the settings, covering the full setup regarding the sending email and general Autoklose settings. Also we will be talking about the domain setup and custom tracking domain.
Next, we tackle campaigns and go through all the features we've built to help your campaigns run smoothly. Campaign creation, steps 1-5 with all the options included.
Afterwards, we go through the rest of the main menu options: templates, logs, contacts, tags, reports and integrations.
Also we will take a look at what information campaigns have to offer while in progress (or finished), previewing activity tracking and how to find all the information you need on every recipient.
Upon completion, you will have the complete knowledge of Autoklose, being able to set it up and customize it in any way you want to.