Hunter’s Campaigns feature makes it easy to create tailored email campaigns and monitors their performances in real time at no cost.
This is the first part of the tutorial. You can find the second part here.
In this Help Article, you will learn how to:
How to create your first email campaign?
Go to the Campaigns section and click the “+ New Campaign” button.
When you create a campaign, you will see several steps at the top right of the campaign. Let's start by looking at the Content step:
How to compose your message?
In this first step you can write the content of the campaign and send a test email:
In the email body and subject line, you can also include attributes (first name, company, etc.) that are automatically filled in when sending the email based on the lead's information.
You can use the general attributes already built-in with Hunter (name, email, job position, company, and website) or create your own custom attributes.
How to add images, videos and attachments?
If you are on a paid plan, you can add images, GIFs, and videos to your campaign content, and you can also attach files.
To add an image or GIF in the body of your message, simply click on the "Insert image" icon at the bottom of the message content box, and select the image you want to add.
To embed a video through a URL in your email content, click on the ''Insert video'' icon and paste the video's URL.
Once you add the video's URL, a preview of the video with an automatically selected thumbnail will show up if the URL belongs to either YouTube, Vimeo, Vidyard, or Loom.
Should the URL belong to another provider, you will be requested to select a thumbnail URL.
To attach a file to your email, click on the "Attach file" button and select a file from your file system. You can add up to 10MB in total file size, from various file types such as PDF, ZIP, Excel, etc.
How to set your campaign options?
An unsubscribe link will be added by default to all the emails sent to allow every recipient to opt out of future emails. You can uncheck this option if you don't want the link to appear.
You can also customize the unsubscription message on your Campaign Settings page.
How to enable link tracking and opens?
If you are on a paid plan, you can enable and disable link tracking, whereas email open tracking is available on both the Free plan and paid plans.
It is also possible to remove the automatic opening and link tracking for the emails, which lets you know if your emails were opened and if the links in your email were clicked.
When email opens are tracked, an invisible 1-pixel image is added at the end of each sent message.
How to add a follow-up?
Follow-ups are automatic emails that can be sent in case a recipient shouldn't reply to the first email sent.
You can send up to 5 follow-ups per campaign. For each follow-up, you can choose the waiting period before the follow-up is automatically sent, with a range between 1 to 30 days.
💡 Note: The number of days selected is calculated after the previous message or follow-up has been sent.
If a follow-up is due to be sent on a day that is not part of your sending window, Hunter will wait until the next day on your weekly sending schedule to send it.
How to add a follow-up when a Campaign is already Active?
It's also possible to add follow-up(s) once a Campaign is Active.
To do that, you can pause it first.
Then, click on the Content section, and Add a follow-up button.
Once you finish adding your follow-up(s), you can resume your Campaign by toggling it On.
How to select your audience?
After your campaign content is set, you will need to add your recipients:
To select the audience of the campaign, choose if you want to:
Use the leads saved in your Leads section;
Upload a list of contacts with attributes in CSV;
Manually enter a list of emails that you want to send the campaign to.
From leads: If you choose to add the recipients from a leads list, you can filter your saved leads using the filters on the left side of the window:
Upload a CSV: If you import the recipients from a CSV file, you can follow the same procedure as when doing a lead import, which you can find out more about in the help article on Leads.
Manually: Finally, if you decide to manually paste a list of email addresses, please note that when doing so, they will be saved as Leads. When pasting more than 100 emails, a new leads import will be created.
How to manage the Campaign's settings?
In this step, you will be able to override the default sending window and the unsubscribe sentence if you wish to.
When you edit the sending window or unsubscribe sentence here, it will only take effect in this specific campaign, and won't affect the settings of any other campaign.
To ensure that the emails will only be sent on specific days of the week, and during specific hours of the day, edit the custom sending window. You can select and unselect the days of the week, and choose a start and end time.
Below the custom sending window, you can also set a specific unsubscribe sentence for this campaign only.
Please note that if you edit the settings of a specific campaign, and you later update your default settings, this will not override the settings that you changed in the campaign.
How to Review your emails?
In the last Review step, each email can be manually edited and personalised:
This is also the place where you can ensure all your attributes have correctly been inserted and that the final copy is ready to be sent.
When your campaign is ready to be active, click on the Launch button.
The schedule modal will display more information to you before clicking on the Set the campaign active button:
Sender (in case there is more than one email account linked)
Number of recipients
Daily limit and the number of days the campaign will run
When it starts
Follow-ups (if they exist)
💡 When you are ready to launch your campaign, simply connect Hunter to your Gmail / Google Workspace or Outlook / Microsoft 365 Business account(s) from which you want your campaign to be sent.
Monitor the campaign's performance
How to see campaigns created by a specific team member?
You can easily filter all campaigns and select to see only the ones created by you or any other specific team member(s).
Simply go to the Campaigns page and click on ''Team members''.
Then, select the team member(s) you'd like to see by checking the appropriate box:
Once you click on ''Apply filters'', you'll see all campaigns created exclusively by the selected team member(s).
💡 Please note, this is a multi-select option, therefore, you may select as many team members as you'd like.
How to check the Campaign statistics?
A full report on your campaign's performances can be found in the Statistics section, which appears after the campaign has been launched.
The campaign's statistics can be exported in CSV too:
Tracking events are also displayed next to a lead in the Leads section and you can also set filters to find leads with a specific "sending status".
In the "Emails" section of a launched campaign, you can filter the messages by the following statuses:
Opened | The recipient has opened the email. |
Replied | The recipient replied to the email. You can click on the individual message to see the reply, or go to your Gmail inbox. |
Clicked | The recipient has clicked on a link inside the email. |
Bounced | The message bounced and did not reach the recipient. |
Unsubscribed | The recipient unsubscribed from your campaigns. |
Sent | The message was sent, but none of the above statuses apply. |
Pending | The message has not been sent yet. |
Errors | There was an error while sending the message. Reset your email account connection from the settings page, and contact us if the problem persists. |
Sent emails events
Inbox Section
With Hunter's Inbox, you can have all your email replies organized in one place. More than that, you can also respond directly to emails within Hunter.
There are several filters available to help you find the right recipients on the inbox page:
Email accounts - Select the sending email account to see all replies associated with it;
Team members - Choose specific team members to see the replies to their campaigns;
Campaigns - Opt to see replies only from a certain campaign
Status - There are two statuses available: Successful (the lead is no longer engaged in any outreach Campaign because it has been marked as successful) and Not Successful (The lead has been marked as unsuccessful and removed from any active Campaigns).
Other than that, it's also possible to filter the Inbox view. You can either opt to see:
All emails
Only unread emails
Only read emails
💡Conversations can be marked as successful to track your cold email performances.
Engagement Section
In the Engagement section, you can find an activity log of the events associated with the emails you sent.
This page shows all recipients' activities, including the number of opens, clicks, the date of the last activity, and the Campaign they belong to.
With the Engagement page, you'll be able to see the most active recipients and understand which of your Campaigns are performing better.
There are several actions you can perform on this page to filter and access your Campaigns' activities easily:
Filters
You can use multiple filters to quickly sort and organize your activities accordingly, such as:
Opens - Filter the recipients by the number of open emails
Clicks - Filter the recipients by the number of clicks
Email accounts - Choose the sender's email accounts
Team members - Select the activity by team members
Campaigns - Choose to see the activity of specific Campaigns
Sent - Opt to see the activity of emails sent on a specific date range
Main Actions
On the Engagement page, you can perform three main actions with the selected recipients:
Add them to an existing Campaign;
Create a new Campaign;
Cancel any pending emails.
Recipient Actions
On the right side of the list of recipients, there is an ''Actions'' menu that you can access by clicking the three dots:
By clicking here, you can perform specific tasks, such as:
See the lead's profile - A complete overview of the lead's details and latest activities
Mark a lead as successful - To conclude this lead's cycle and stop any email sequences
Add a lead to an existing campaign
Send a direct email to a lead
Cancel any pending emails for that lead
Create Views
It's possible to save customized filters as views to simplify your search for the recipients' activities.
You can easily create a view by selecting specific filters and then clicking on the button ''Save as View'', which will show up on the top right corner of the Engagement page:
You can also access all your saved views by clicking on the button ''⭐️ Views''.
How to know when your emails will be sent
You can get insight into all your pending messages and the emails scheduled to be sent by clicking on the Queue section.
You can filter by the From email address:
And by a specific Campaign name:
The following views will provide you with a breakdown of the pending and scheduled emails.
The Outbox
The emails queuing to be sent in the next 5 minutes are added to the Outbox. The view is also automatically refreshed.
Scheduled Emails
In this section, all the scheduled emails are listed. They will be progressively added to the Outbox based on your sending window.
