As a general rule, this page allows you to work within one marketing campaign at a time. You will only be able to edit, send emails from, or otherwise view the marketing campaign reflected in the dropdown above these instructions.

Create or Select Your Campaign

Above this “Instructions” section, there’s a dropdown menu that allows you to select an existing marketing campaign or create a new one.

If you create a new campaign, type out the name of your new marketing campaign in the text field that appears where the select-menu is after you hit “Add New”. Once you hit “Enter” you should see the campaign you just created in the green bubble avobe and more or less everything else will be blank.

Tasks are automatically ordered based on their due date.

If you’d like to add more information and detail to your marketing campaign, press the Campaign Detail button below to your campaign’s name (hit the arrow next to “Campaign Overview” to expand that section if you don’t see it). There, you can add things like campaign type, who you expect to be working on the campaign with you (”Owners”) and add email/LinkedIn message templates.

Define Your Campaign’s Stages

Under “Campaign Stages” below “Campaign Overview” below, you should see a button that says “+ New card”. Click that button to add the first stage to your marketing campaign.

By default, you will be selected as the task owner, today will be selected as the start date, and tomorrow will be selected as the due date.

Update the Start Date and Due Date, as well as the Owner field to reflect the actual start and due dates, and include each person you expect to work on this task with you. Add the type of outreach (Email, Call, etc.), and if you’ve already made a template, add that there as well. If you haven’t made a template, skip this for now.

Keep selecting “+ New card” and creating new campaign stages until you have your entire campaign outlined. You should see new campaign stages appear on the timeline under “Campaign Overview” as you add them.

Sometimes it’s helpful to just add one extra stage as a “catch-all” so the contacts moving through your campaign land there after you’ve completed the last stage of your campaign.

Add Targets to Your Campaign

Now that you’ve figured out your campaign’s timeline, it’s time to figure out who this campaign is targeting and who you’re going to reach out to. Un-collapse “Add Targets” to see a list of all contacts in our system as well as some filters you can use to trim down the list.

The grey bubbles above the table allow you to filter by contact-level attributes, like Account, Seniority, Department, or a Conference they attended.

At times, you might also want to filter by an account-level feature, like the hospital type, account type, or sales status. You can do that by using the select lists above the table.

Filtering this table does not add people to your marketing campaign. You can do that in 3 ways.

Once you’ve filtered your table down to the list of individuals you’d like to target, you can press the blue button above the table to add all contacts in the filtered list to the marketing campaign.

You can add the primary contact for every current VM customer to the list by clicking the green button above the table

As you look through the filtered table of contacts, you can add individuals as you go by pressing the blue button next to their name

Create Outreach Templates

You can collapse the “Campaign Overview” section of this page for now and expand the “Templates” section. You’ll see this is broken out into two parts. Attachments, which are sorted by type (click the arrows to expand and collapse sections) and the templates themselves.

Adding New Attachments

To add a new attachment for use in an email, click the blue “Add New” button next to the Attachments section heading under Templates. Follow the instructions in the modal that pops up to add the correct type of attachment link.

Creating A New Template

Before you get started creating a new template, I wanted to point out that you can choose to see templates that were used in other campaigns by filtering our list of templates by campaign. You can do this by clicking “Marketing Campaigns” under “Outreach Templates” and choosing the campaigns from which you would like to see templates. Sometimes they’re helpful inspiration and other times they can be annoying and distracting.

To create a new template, click the “+ New” button on the right hand side of the “Outreach Templates” section or the grey “+” at the bottom of the list of templates on the left. Give your template a name, and then select what type of outreach it is, which Marketing Campaign you plan to use the template in, and at which Stage. The “Step” value will be automatically calculated.

If you do not select a marketing campaign and a marketing campaign stage, the template cannot be used to auto-generate emails for your targets. In general, each stage of your campaign should have a template associated with it.

Composing Your Message

Now that you’ve created a new template, let’s figure out what to say.

Select an Attachment from the dropdown in the center of the template. You can browse the attachments that are ready to go on the left by expanding the various categories.

Write your subject line in the “Subject” field.

Compose the body of your message in the “Body” field.

Generate The Tasks You Need To Complete

You can now collapse the “Templates” section of this page and open the “Targets” section of the page. This is essentially a table view of everyone you selected above to be a part of your campaign. Across the top there are six bulk actions that you can do and three filters you can choose from.

Bulk Actions

Put everybody in this campaign at the campaign’s first stage

Create a task to call each of your targets for whom we have a phone number and advances that target to the next stage in the campaign

Create a task to email each of your targets for whom we have an email address and advances that target to the next stage of the campaign

This will generate an email task that will pull from the template assigned to the target’s corresponding campaign stage but will not send an email yet

Also, bulk-generating emails takes a second to complete

Create a task to snail mail each of your targets and advances them to the next stage of the campaign

Advance every target forward one stage

Advance every target backwards one stage

Filters

View targets for whom I am the sales owner, or view all targets in this campaign regardless of sales owner

Filter based on the target’s seniority

Filter based on the target’s department

Getting Started

In general, it’s a good idea to press the Red 1 button when you’re getting started. Adding targets to the campaign is supposed to set them at the campaign’s first stage, but can’t hurt to be sure.

You’ll notice that next to each target’s name there’s a series of buttons that are similar to the bulk action buttons. In general, these buttons do same as described in the bulk actions section above, but there are two additional buttons here:

If the campaign stage has an associate template with the type, “LinkedIn Message”, then that message template will be copied to the clipboard, replacing the variables “CONTACTNAME” and “ACCOUNTNAME” with the corresponding values for that target

Opens the target’s LinkedIn page in another tab

Records that you sent the target a LinkedIn Connection and Message in the “Interactions” table

The LinkedIn button has a small numerical badge in the bottom right hand corner. That represents the number of people on VM’s team who have connected with that person on LinkedIn.

If the button is disabled but the badge number is zero, we don’t have that person’s LinkedIn URL in the system and you should go search for it.

If the button is disabled but the badge number is 1 or greater, that means that you’ve connected with that person on LinkedIn already.

Remove

This is just about as straightforward as it sounds. Press this to remove someone from the campaign. This is useful if people reach out asking to be removed, or if someone responds to your outreach and you start a separate communication cadence. You probably don’t want to keep spamming them with automated emails after you’re already in a dialogue.

Now that you pretty much know what everything is, all that’s left is to follow the steps of your campaign and use the bulk actions or individual actions to generate the tasks you need to complete depending on your marketing campaign’s schedule. Up next, actually completing the tasks and reaching out to your targets.

Reach Out To Your Targets

Now that you’ve created customized messages for everyone in your campaign, close the “Targets” section and open the “Tasks” section. You’ll see this is broken out into email tasks and call tasks and each type of task has a different layout that surfaces the information and actions you need available to you while you undertake each task type.

LinkedIn outreach is not represented here because you can’t bulk-generate the LinkedIn tasks, as user action is required once the message is copied to your clipboard and their profile is opened (you have to send them a connection request an add your message). As a result, we can’t bulk-generate LinkedIn tasks. If your campaign calls for a round of LinkedIn outreach, go back to the “Targets” section and just start clicking on everyone who has a blue LinkedIn button. Once you click it, Coda will register that you’ve sent them a connection and the button will be disabled for you, so you can keep track of your progress.

Emails

Under “Tasks” if you expand the the Campaign Email Tasks section, you should see all of the personalized emails you generated. Read through them and make sure nothing’s messed up or crazy. You can edit each email before you send it in this view, which is very handy if you’d like to add additional context to an email for someone you’ve met before. Ignoring the 5 buttons under “Tasks” for now and focusing on the four buttons at the bottom of the Campaign Email Tasks email composer, you have the following options to test and send the email.

Send from

virtualmgrcoda@gmail.com⁠

⁠

This is very convenient and depersonalized, but doesn’t support attachments or images in the body of messages, so sadly this integration is rather limited at the moment.

Test HTML

This copies the HTML that will make up your email to your clipboard and opens an online HTML editor. Erase the text in the left of the two panes and paste the text that got copied to your clipboard. Click “Run” and make sure that what the HTML spits out is what you’d like the email’s recipients to see

Send to Myself

This just sends an email to your work email address. This is a great fail-safe testing mechanism, but takes about 5-10 minutes to go through, so it can be rather annoying.

Send Email

This just sends the email from your personal Outlook account

Going back to those buttons at the top, if you’re feeling confident that all of the emails came out correctly, there are several options for you to bulk-send emails by clicking one button rather than pushing “Send” on each one.

Calls

The call workflow should have everything you need in front of you when you make the call. Take notes, record the outcome of the call, and then make sure you press the green “Finish” button or the call won’t be recorded as an interaction and your notes won’t be transferred to the contact and the account.

Completing Campaign Steps

Once you’re finished with a particular task, go back up to “Campaign Overview” and under Campaign Stages, click the check mark on the card associate with the task you just completed. Tasks will not be marked as completed until every task owner has clicked that check box.