How to Set up an Email Campaign in B2B Hub

In this tutorial, we'll walk you through the process of creating a drip-fed email campaign. A drip-fed email campaign is a series of emails sent to prospects over time, nurturing them towards a specific goal.

Step 1: Access Your Campaigns

• Start by logging into B2B Hub platform.

  

• Once you're logged in, navigate to the campaigns section. You can usually find this on the left-hand side of the dashboard.

  

Step 2: Create a New Campaign

• Within the campaigns section, locate and click on the "Actions" button, typically located on the top right-hand side of the screen. It's usually a blue button and select "Add New Campaign."

  

  
  

Step 3: Name Your Campaign

• Now, you'll need to provide a name for your campaign. This name is for your internal reference, so choose something that will help you identify the campaign later.

• For example, if you're sending a campaign after someone opts in to download a lead magnet, you could name it something like "Lead Magnet Email Campaign."

  

Step 4: Choose Campaign Type

• Next, you'll need to specify the type of sequence you want to create. Since this is an email campaign, select "Email Campaign."
• Click Get Started

Step 5: Start Adding Steps

• After selecting the campaign type, you'll be directed to a new page. Here, you can start adding steps to your campaign. Click the black "Add New Steps" button to begin adding steps to your campaign.

  

  
  

Step 6: Create Your First Email

• To start, you'll likely want to send an email. Click on "Set Up a New Email."

  

• Provide an email subject, such as "Here's Your Free Guide."

  

• Select the sender of the email. If you have multiple users in your account, choose the appropriate sender.

  

• Now, create the email content. You can start by typing your email message.

  

• For personalization, click on "Choose a Mail Merge Field" and select the appropriate data field to personalize the email. For example, you can personalize it with the recipient's first name. E.g [PersonFirstName]

  

• Complete the email content, insert links if needed, and format your email as desired.

• Finally, scroll down and click "Save Changes" to save the email.

  

Step 7: Add Delay Between Emails

• If you want to send a series of emails with delays between them, click "Add a Delay."

  

• Specify the length of the delay. In this example, we used 7 days. You also want to select 'previous delay' when running an email campaign (even if there is no previous delay).

  

• Once configured, click "Save" to add the delay.

  

Step 8: Repeat Steps for Additional Emails

• Continue adding emails and delays as needed for your campaign. You can create a sequence of emails that will be sent over time to nurture your prospects.

  

Step 9: Save Your Campaign

• Once you've added all the necessary emails and delays, click the yellow "Save" button on the top right-hand side of the page to save your campaign.

  

Step 10: Review and Analyze

• If you want to visualize your workflow and monitor your campaign's performance, you can use the "View Live" option.

• This view allows you to see where different people are in the sequence, review the emails sent, and track metrics like open rates to improve your campaign's efficiency.

  

That's it! You've successfully created a drip-fed email campaign. You can always come back and add more emails to the campaign to make it even more effective over time.

WHAT'S NEXT?