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Steps to Launch Your First AI Email Campaign

Launching your first AI Email campaign involves several key setup steps to ensure proper execution and tracking. This guide provides an overview of the process, linking to detailed help center articles for each step.

Step 1: Email Sender Setup

Before launching an AI Email campaign, ensure your sender account is properly configured.

• Navigate to Settings → Me → Profile.
• Connect a Google or Microsoft account with email sending permissions.
• Verify connection status and reconnect if necessary.

For detailed setup instructions, refer to Email Sender Setup.

Step 2: Email Unsubscribe Management

Ensure compliance with opt-out regulations by configuring unsubscribe settings.

• Navigate to Settings → AI Studio → Email. 
• Set up Salesforce Lead/Contact fields for managing unsubscribes.
• Customize the unsubscribe footer language and behavior.

For further details, see Email Unsubscribe Management.

Step 3: Configuring Promoted Content

Enhance engagement by selecting pre-approved resources Piper can include in emails.

• Navigate to Settings → AI Studio → Content.
• Star the URLs for case studies, use cases, or customer success stories.

Learn more in Configuring Promoted Content.

Step 4: Creating AI Email Campaigns

Set up campaign structure, including triggers and content.

• Navigate to Settings → AI → Email Campaigns.
• Define audience criteria and engagement rules.
• Customize the campaign instructions and personalization settings.

See Creating AI Email Campaigns for a full guide.

Step 5: Workflows for AI Email Campaigns

Ensure campaign actions are logged and automated in Salesforce.

• Configure automated workflows for lead progression and meeting tracking.
• Update Salesforce campaign status and integrate Marketo if applicable.

For configuration steps, refer to Workflows for AI Email Campaigns.

Step 6: Testing and Launching Your AI Email Campaign

Before activation, test email previews and workflows.

• Use the Testing mode to preview emails without sending them.
• Send test emails to internal leads for validation.
• Switch the campaign status to On to launch your email campaign. 🚀

For detailed instructions, check Testing and Launching Your AI Email Campaign.

Step 7: Analyzing AI Email Campaign Performance

After launching, track engagement and optimize your campaign.

• Review sent emails and key metrics like open rates, replies, and meetings booked.
• Adjust campaign instructions and promoted content based on insights.

Read more in Analyzing AI Email Campaign Performance.

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