Send custom cadence of touches to a single prospect in Salesforce (Sendbloom 1-to-1)

The basics

With Sendbloom 1-to-1, you can send any Salesforce lead or contact a customized Sendbloom campaign: click Sendbloom 1-to-1 on the prospect's lead or contact page in Salesforce, select a pre-defined cadence from any of your  campaigns, edit prospect data and/or email content (if desired), and then send this customized sequence to the prospect right away or schedule it to send later.

To get started, be sure to download and install the  Sendbloom Chrome extension if you haven't already.

Can I send a Sendbloom 1-to-1 to a prospect outside of Salesforce? 

Yep! Send any prospect a customized campaign in the  Gmail web app with the Sendbloom Chrome extension

Sendbloom 1-to-1 in Salesforce (step-by-step):

  1. Click Sendbloom 1-to-1 on the prospect's lead or contact page in SFDC
  2. Choose a cadence
  3. Update prospect data (if needed)
  4. Review / edit content of your emails to resonate with this prospect
  5. Send the first touch now or schedule it for later

1. Click Sendbloom 1-to-1 on the prospect's lead or contact page in SFDC

Send a customized Sendbloom campaign to any lead or contact in Salesforce with Sendbloom 1-to-1. To add a prospect to a campaign, navigate to her lead or contact page in SFDC and click Sendbloom 1-to-1.

2. Choose a cadence

Select the cadence of touches from any of your  campaigns that you'd like to use as-is or as a template that you'll customize for your prospect. 

Note: if one of your campaigns has 3  segments, you'll have three cadences you can choose from within that campaign for your Sendbloom 1-to-1. Any edits to your email touches can be made in a later step.

What if I want to create a new cadence?

If you don't have a base cadence that fits your needs, go ahead and login to your Sendbloom account to  create and submit a new campaign that defines your desired cadence (Touch 1 email, Touch 2 call, etc). Feel free to use yourself as a single dummy prospect to get the campaign going if you don't have a prospect to add to your campaign.

Once submitted, you'll have that new campaign added to your list of available cadences in Sendbloom 1-to-1.

3. Update prospect data (if needed)

All required Sendbloom data (first name, last name, email and company) will auto-populate in this step as shown on the lead or contact page in Salesforce. 

If your data isn't as clean as you'd like it to be, you can update any of these fields on the fly (i.e. change SENDBLOOM to Sendbloom).

4. Review / edit content of your emails to resonate with this prospect

Make any changes to the email  touches in your cadence to personalize your outreach to this prospect. 

5. Send the first touch now or schedule it for later

Send the email for your first touch to your prospect in the next few minutes ("send right meow") or pick a later date and time to fire it off ("send later"). All subsequent touches will trickle out according to the predefined schedule in your cadence.

Send your first touch right meow (aka right now / in the next few minutes)

Send your first touch later (pick date and time)

Once submitted, you'll receive a confirmation page that your campaign is sending in the next few minutes or is scheduled