配方 · 外呼邮件

Outreach touch 1

向每一行已准备好的陌生联系人发出开场邮件,一次一封,从你自己的邮箱发出,走它的代理,并且不超出它的每日额度。第一行是为这个人写的那句话;后面三行是你的,作为参数设置一次即可。没有准备过的行会被跳过,结果会写回原行,并盖上今天的日期,好让跟进邮件不会在同一天落地。

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它做什么

在「Send touch 1」这个步骤上选好你的邮箱,或者指定一个邮箱池,并在第一次运行前读一遍那三个文案参数。邮件发出去就收不回来。

向每一行已准备好的陌生联系人发出开场邮件——一次一封,从你自己的邮箱发出,走它的代理,并且不超出它的每日额度。

它在一个环境上运行,走这个环境自己的代理、带它自己的 Cookie——所以页面加载出来的样子,和那个账号的主人看到的一样。 它完全不打开任何页面,这意味着它可以跑在一个你不太想惊动其会话的环境上。

One profileOpens no pageThe Outreach list table5 settings on the run

7 个步骤

这是真实的步骤树,读自启动器随附的那个套件。缩进代表嵌套:循环下面的步骤每行执行一次,分支下面的步骤只在它上方的条件成立时才执行。每一处 {{…}} 都是运行时才填入的值——来自正在遍历的那一行、来自这次运行的某项设置,或者来自环境本身。

loadRowsLoad the rows ready for touch 1Load Outreach list into rows
loopEach personLoop forEach

Each time

setVarStart this row with no outcomeSet outcome
ifOnly rows that were preparedIf {{loop.item.cold_read}} exists失败时:continue

Yes

sendEmailSend touch 1Send "{{loop.item.company_casual}} — quick question" to {{loop.item.email}}失败时:continue
setVarRecord what happenedSet outcome失败时:continue
saveRowsAdvance the rowSave to Outreach list失败时:continue

其中每一个都是自动化参考上的某一种步骤类型,字段与编辑器里显示的一致,也与 Agent 经本地 API 拿到的一致。

它用到的表

它们会随配方一起加载。数据集是一张由你的工作区拥有的、有类型的表——列名和列类型事先定好,步骤才能寻址到它们,而其中每一列日后都可以由你改名、扩展,或者从文件里填充。

Outreach list

读取写入

One row per person: their address, what you know about them, whether they opted in, and which touch of the sequence they are on.

email
Email · email
first_name
First name · text
company
Company · text
company_casual
Company (casual) · text
location
Location · text
location_local
Location (local) · text
icp
Segment · text
metric
Metric · text
signal
Signal · longText
cold_read
Cold read · longText
consent
Consent · select · Cold — no consent | Opted in
status
Status · select · Queued | Prepared | Touch 1 sent | Touch 2 sent | Sequence finished | Replied | Booked | Unsubscribed | Bounced | Refused
touch
Touch · number
deliverable
Deliverable · select · Deliverable | Risky — catch-all | Undeliverable | Could not check
last_sent_at
Last sent at · datetime
touch_1_day
Touch 1 day · date
outcome
Outcome · longText

重跑会更新它此前写下的那一行,而不是再添一行。保存步骤里的匹配列就是为此存在的,这也正是一次状态检查与一张每跑一遍就翻倍的表之间的区别。

它会问你什么

设置在运行开始时填写,而且每个环境都可以保存自己的一套值——一条流程就是这样服务一整个文件夹的账号的。

credibility
Who you are, and why this is not spam · textarea · 必填

One or two sentences with a number in them. This is the part that answers "why is a stranger writing to me", and a number is what answers it — an adjective does not.

offer
The offer · textarea · 必填

A quantified result, a tight window, and the risk taken off them. All three: a result with no timeframe is a hope, and a timeframe with no risk reversal is a demand.

ask
The ask · textarea · 必填

Two concrete times, not "let me know what suits". Every extra reply a meeting needs before it exists is a place the thread dies.

signoff
Sign-off · text

Optional, and short. "sent from my phone" is a real signal that a real person typed this; a deliberate typo is not — it reads as careless far more often than it reads as human, and it cannot be taken back.

pool
Mailbox pool · text

The name of a pool under Mail. The least-used mailbox in it that still has allowance today sends each message. Leave empty and pick a single mailbox on the step instead — one of the two has to be set before the first run.

如何加载

在启动器里打开 Automations,选择 Load a starter pack,然后挑 外呼邮件。把不想要的取消勾选。先落地的是表,然后是流程,最后是一个叫 Outbound 的项目,把它们连在一起。

到手的是一条普通的自动化记录行。在编辑器里打开它、改一个步骤、给它改名、把它删掉都行——此后应用不会把它当作特殊的东西,而且第二次加载这个套件是做一份全新的副本,不会覆盖你改过的那一条。表则相反:同名的表如果已存在,就会被沿用并保留它的数据行。