Touch types: emails (new thread or bump) and Salesforce tasks (call, LinkedIn InMail or connect, custom)
When you create your cadence of touches to reach out to the prospects in your campaign, you can use a mix of emails, calls, LinkedIn InMails, LinkedIn connections, and your own custom tasks (all but emails are done through Salesforce tasks if your account is fully integrated with SFDC).
How do they work?
Sendbloom will send emails from your connected email account and create tasks for you in Salesforce to remind you to call prospects, send them a LinkedIn InMail, connect with them on LinkedIn, or any other custom touch (think tweet, send personalized email, etc).
All SFDC tasks will be scheduled with a reminder date that matches the date and time of the touch you schedule in Sendbloom.
Standard and custom touch types
- Start new email thread
- Bump previous email
- Call prospect (SFDC task)
- LinkedIn InMail (SFDC task)
- LinkedIn connect (SFDC task)
- Custom task (SFDC task)
Selecting your touch type