Outbound Automation Campaign Ideas

Outbound Automation by boberdoo is a sophisticated solution built with many automated features that were developed with lead companies in mind. Because of that, there are several specific campaigns that can easily be set up with your Outbound Automation system that can help save you time and provide new ways to market to your contacts. See below for several campaign ideas and setup instructions.
Cross Marketing  

Cross marketing campaigns are one of the best ways to take advantage of both the boberdoo lead system and also Outbound Automation. The basic idea of a cross offer campaign is to convince a matched lead from lead type A to submit an additional lead in a different lead vertical (lead type B) than the first.   Cross offer campaigns follow the basic campaign setup with a few exceptions.  

Step 1 - Campaign

While a cross offer campaign can be manually constructed as a static campaign, it is best utilized as a dynamic campaign.  

Step 2 - List Creation

Create a dynamic list using leads from lead type A.  

Step 3 - Campaign Outcomes

    • End Goal: Choose Lead Submissions from the dropdown. Next, select the lead type that this campaign is crossing over to (lead type B) from the lead type dropdown
campaign ideas
  • Tracking Metrics: We recommend tracking Opens and Clicks. Pixel tracking is not required for this campaign.
  • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
  • Action Upon End Goal: Once your lead completes the cross offer by submitting a lead to lead type B, if you would like to end the campaign, choose End Campaign. If you would like to move the contact to a new list (and potentially a new drip campaign), choose Move Contact To List and choose the appropriate list. For this campaign type you do not need to enable the Reprocess option.

 

Step 4 - Event Builder

Build your email creatives to your specifications. Repeat the process to add additional events to the drip.   Once your campaign is built and saved, click the Paused status to activate your campaign. Your cross offer campaign is now active.

30 Day Reprocess/Re-insert    

30 Day Reprocess/Reinsert Campaigns are a simple campaign that can be easily utilized by any lead company in any lead vertical. The basic idea is that when your lead type's dedupe period expires (typically 30 days) the same lead can be reinserted and sold again. This campaign type automatically takes advantage of this scenario. On day 30, you can start a drip campaign that asks a lead if their needs were met from their lead submission 30 days ago. If not, they can click your email to automatically reinsert their original information as a unique lead.   These campaigns follow a basic campaign setup with a few exceptions.  

Step 1 - Campaign

While a reprocess campaign can be manually constructed as a static campaign (with leads pulled from your boberdoo system), it is best utilized as a dynamic campaign.  

Step 2 - List Creation

Create a dynamic list using leads from your specified lead type.  

Step 3 - Campaign Outcomes

 

  • End Goal: In this campaign, the lead reprocess/re-insert will take place when the end goal is completed. Because of this, the End Goal you select in this step is very important. We recommend making Email Click the end goal. When the lead clicks the Call To Action in your email, the Action Upon End Goal and re-insert process will be triggered.
  • Tracking Metrics: We recommend tracking Opens and Clicks. Pixel tracking is not required for this campaign unless you selected Pixel Fire or Page View as your End Goal.
  • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
  • Action Upon End Goal: Click to Enable the Reprocess feature and select a unique source through which to insert the lead. We recommend creating a unique "Email" source to use here. You can also choose to either end the campaign or move the converting contact to a new list once the End Goal is completed.
campaign ideas

 

Step 4 - Event Builder

Build your email creatives to your specifications. For this campaign, it is best to delay the first email 30 days (or however long your dedupe period is) after the lead is submitted. Repeat the process to add additional events to the drip.   Once your campaign is built and saved, click the Paused status to activate your campaign. Your cross offer campaign is now active.  

 Unmatched Leads Campaign

Marketing to unmatched leads has some very obvious benefits. First, you can do the lead the courtesy of informing them that their request could not be granted at the moment and even providing additional service or support options. Also, if the lead went unmatched because of bogus information, time of day restrictions or lead caps, you can give the lead the opportunity to resubmit their information in hopes that the second attempt will find a matching buyer.   These campaigns follow a basic campaign setup with a few exceptions.  

Step 1 - Campaign

While an unmatched leads campaign can be manually constructed as a static campaign, it is best utilized as a dynamic campaign.  

Step 2 - List Creation

Create a static or dynamic list with your lead type of choice and select only the unmatched leads option.  

Step 3 - Campaign Outcomes

    • End Goal: Your end goal may vary for this campaign depending on what action you are asking the unmatched lead to take. If you plan on redirecting the lead to a landing page to resubmit their information, use the Lead Submission end goal.
campaign ideas
  • Tracking Metrics: We recommend tracking Opens and Clicks. Pixel tracking is only required if you choose Pixel Fire or Page View as your end goal.
  • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
  • Action Upon End Goal: Once your lead completes the end goal (likely a lead submission), if you would like to end the campaign, choose End Campaign. If you would like to move the contact to a new list (and potentially a new drip campaign), choose Move Contact To List and choose the appropriate list. For this campaign type you do not need to enable the Reprocess option.

 

Step 4 - Event Builder

Build your email creatives to your specifications. Repeat the process to add additional events to the drip.   Once your campaign is built and saved, click the Paused status to activate your campaign. Your unmatched leads campaign is now active.  

List Cleanup Campaign 

Even the best lead generation campaigns turn up fake email addresses that will either bounce or greet you with a spam complaint. And if you're aggregating leads or emailing aged data, this risk only increases. Because of that, list cleanup campaigns are the best way to cleanse your contacts before sending them any serious campaigns.   These campaigns follow a basic campaign setup with a few exceptions.  

Step 1 - Campaign

List cleanup campaigns can be built on either a dynamic or static basis. While dynamic campaigns allow you to address bad data as it comes through in real-time, static campaigns give you the ability to do so in bulk for any lists you already have.  

Step 2 - List Creation

Create a static or dynamic list that meets your specifications.  

Step 3 - Campaign Outcomes

  • End Goal: This selection will vary depending on the type of cleansing campaign you'd like to run. You can either select No End Goal if you plan on setting up another campaign or email event after the initial cleanse or any of the other End Goals if your clean up campaign is designed to lead to another campaign if the end goal is completed.
  • Tracking Metrics: We recommend tracking Opens and Clicks. Pixel tracking is not required for this campaign.
  • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
  • Action Upon End Goal: This step is dependent on the end goal you selected. If you chose No End Goal, there will be no option here. If you want to move your contacts to one or more lists once your end goal is completed, select Move To List and select the appropriate list(s). For this campaign type you do not need to enable the Reprocess option.

 

Step 4 - Event Builder

Build your email creatives to your specifications and select an event trigger.   Service Providers: This step is where the List Cleanup comes into play. For your first event, you will use your "Cleansing ESP". This ESP is meant to absorb all of your email bounces and many spam complaints. This ESP will be at the highest risk of being suspended if you have high bounce or spam complaint rates. Choose your ESP accordingly and save your event. If your cleansing campaign consists of just 1 email, your campaign is complete. If your campaign consists of multiple emails, add a new email creative now. For each additional creative in this campaign, you will use a separate ESP from event 1. This second event will have all bounces and spam complaints removed and will begin building a better reputation than your initial ESP.  

campaign ideas

  Once your campaign is built and saved, click the Paused status to activate your campaign. Your list cleanup campaign is now active.  

Affiliate Offer Campaign  

Running affiliate offers via email is a pretty simple concept. You find an appealing offer in an affiliate network and drive traffic to that offer via your email campaign. However, with Outbound Automation, there are a few specific ways to build these campaigns.   These campaigns follow a basic campaign setup with a few exceptions.  

Step 1 - Campaign

Affiliate offer campaigns can be build on either a dynamic or static basis. While dynamic campaigns allow you to automate your drips as the leads enter, static campaigns will allow you to schedule out one-time drips or email blasts. If you elect to build a static campaign, you must also specify a campaign launch date and time. (This date and time can be changed before activating your campaign.)  

Step 2 - List Creation

Create a static or dynamic list that meets your specifications.  

Step 3 - Campaign Outcomes

    • End Goal: Select Pixel Fire as your end goal.
    • Tracking Metrics: Opens, Clicks and the option to generate a tracking pixel will all be pre-selected. If you would like to associate a hardcoded value for each time this pixel is fired, you can do that here. This conversion value will record in the revenue column of your campaign reports.
    • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
    • Pixels: Copy the pixel labeled "Sale Conversion Pixel". You need to place this unique code on the page that signals your affiliate offer conversion. (Oftentimes this is done through your affiliate network account.) Once the code is placed, any contact that reaches the page via your email campaign will trigger the pixel to fire and signal to Outbound Automation that the end goal was completed.
campaign ideas
  • Action Upon End Goal: Once the contact reaches the specified page and your conversion pixel fires, you can either end the campaign or move the converting contact to a new list (and potentially a new campaign). For this campaign type you do not need to enable the Reprocess option.

 

Step 4 - Event Builder

Build your email creatives to your specifications. Repeat the process to add additional events to the drip.   Once your campaign is built and saved, click the Paused status to activate your campaign. Your affiliate offer campaign is now active.  

Retargeting Campaign 

The purpose of a retargeting campaign is to drive your traffic to a specific webpage in order to trigger specific retargeting ad campaigns such as Google Adwords or Adroll. While campaigns can be run for this sole purpose, this same principal can be applied to any of the campaigns above as well. These campaigns follow a basic campaign setup with a few exceptions.

Step 1 - Campaign

 Because retargeting campaigns are not directly associated with your leadsystem, both dynamic and static campaigns can be utilized.

Step 2 - List Creation

Create a static or dynamic list that meets your specifications.

Step 3 - Campaign Outcomes

    • End Goal: If you want your drip campaign to end as soon as the contact is exposed to your retargeting campaign, select Page View as your end goal. If you want each contact to receive every email in the drip regardless, select No End Goal.
    • Tracking Metrics: We recommend tracking Opens and Clicks. If you chose Page View as your end goal, you must also choose to generate a pixel. However, page view pixels can not record a revenue amount.
    • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
    • Pixels: If you chose page view as your end goal, copy the pixel labeled "Page View Pixel". You need to place this unique code on the webpage that your retargeting code resides.
campaign ideas
  • Action Upon End Goal: If you chose Page View as your end goal, you can choose to either end the campaign when the contact reaches your page or to move that contact to a new list (and potentially a new drip campaign). For this campaign type you do not need to enable the Reprocess option.

Step 4 - Event Builder

 Build your email creatives to your specifications. Repeat the process to add additional events to the drip. Once your campaign is built and saved, click the Paused status to activate your campaign. Your retargeting campaign is now active.

Newsletter Aggregation Campaign

In the lead industry, acquiring consent to market to a lead can be a bit tricky, especially when it comes to purchasing traffic from a 3rd party. Because of that, we highly recommend running a newsletter aggregation or opt-in campaign when dealing with any contacts that have not already opted into your mailings. However, we are not lawyers and cannot tell you definitively who you do and do not have permission to email. You are still responsible for ensuring that you remain compliant to all emailing laws. This campaign is meant to provide an option for your contacts to directly opt into your future marketing emails. These campaigns follow a basic campaign setup with a few exceptions.

Step 1 - Campaign

While a newsletter aggregation campaign can be manually constructed as a static campaign, it is best utilized as a dynamic campaign.

Step 2 - List Creation

Create a static or dynamic list with your lead type of choice. When building your list, you also have the option to segment based on lead source and the matching partner.

Step 3 - Campaign Outcomes

    • End Goal: Choose Lead Submission from the dropdown. Next, select your Newsletter of Opt In lead type. If you don't already have a Newsletter or Opt in lead type in your system, please contact us. We would be happy to build that into your system.
campaign ideas
  • Tracking Metrics: We recommend tracking Opens and Clicks. Pixel tracking is only required if you choose Pixel Fire or Page View as your end goal.
  • Tracking Code: Make sure your Amazon URL is displayed. Click Next Step.
  • Action Upon End Goal: Once your lead completes the end goal, if you would like to end the campaign, choose End Campaign. For the newsletter aggregation campaign, we generally recommend this option. All leads that have opted into your future mailings will be stored in your leadsystem and retrieved for future campaigns at any time. If you would like to move the contact to a new list (and potentially a new drip campaign), choose Move Contact To List and choose the appropriate list. For this campaign type you do not need to enable the Reprocess option.

Step 4 - Event Builder

 Build your email creatives to your specifications. Repeat the process to add additional events to the drip. Once your campaign is built and saved, click the Paused status to activate your campaign. Your newsletter aggregation campaign is now active.