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PURSUIT USER GUIDES
FoxBound Knowledge Base / Pursuit User Guides / Getting Started with Pursuit
Last updated on Dec 11th, 2019
Ready to scale your email efforts and say goodbye to manual effort? In this article, we’ll review how to use the Sales Engagement module of FoxBound, Pursuit.
As a FoxBound user, you have the ability to compile Lists of prospects using DataScout, DataDen, or Excel import.
Pursuit gives you the means to actually engage with those prospects with authenticity as you chase for new connections and discovery calls. We’ll walk through how to build a Pursuit, or email campaign, add prospects, and execute your campaign.
First, let’s create a new Pursuit! After navigating to the module, click New Pursuit in the upper right hand corner.
Click Create Pursuit.
And here we are given a new canvas to work with!
When a Pursuit is empty, we’ll give you a nudge in the right direction.
First click New Step to open the email Editor.
Now let’s talk through the simple steps & options you have to quickly script an email.
Since this is the first step in your Pursuit, leave this as 0, we’ll talk about this more as we create a follow up email.
We give you the option to create new email threads or send a reply back to an existing one. As this is the first step, the default is New Thread
Your email is required to have a Subject, and this is where art and science begin to intertwine.
There’s not necessarily a “right” way to create a subject line, but there are plenty of of mistakes you can make. If you need a little bit of inspiration, check out some ideas from industry leaders like HubSpot and Salesforce.
Your first option for adding text to your email is to compose from scratch.
Keep in mind a few points about the anatomy of a sales email, especially an introduction:
Your second option is to inject a previously written Template.
Boom, just like that, build block 1 is in place. From here, you can tweak the messaging to be tailored to a specific Campaign.
And this email is a bit wordy but you’ll see that we also have Variables like {{Company}} and {{First_Name}} to eliminate the need to manually fill these values in.
You’ll also notice the Preview on the right which will help you verify that Variables are working and that formatting is in working order. On that note..
We default to a standard Arial font with the options to choose from a small group of others.
We strongly recommend you keep your text at “Normal” unless you’re creating Headers in a follow up email for example.
To paste as plain text:
It never hurts to double check! Click Send Test Email to receive a copy of the draft directly to your inbox.
When you’re all done and ready to move to the next step, click the Save button in the bottom right
Now you’ll see the first step of your Pursuit
You are on a roll… continue the process by adding more steps to complete your Pursuit.
Once you have completed all of your steps, if you haven’t associated Contacts to your Pursuit click here.
or
If you already have Contacts in the Pursuit,
the next step is to personalize and send the emails.
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