PROCESS GUIDES
Step-by-Step Process Guides
Detailed SOPs for every Outgi workflow — from campaign setup to CASL compliance to agency client onboarding.
GUIDES
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Campaign Setup
Estimated time: 15 min
This guide walks you through the end-to-end process for creating, configuring, and launching an outreach campaign in Outgi. Estimated time: 15 minutes for a standard cold email campaign.
Before launching any campaign, your sending domain must be set up and verified. If you have not done domain setup, follow the Domain & Warmup guide first.
Prerequisites
- Sending domain added and DNS verified (Settings → Domains)
- Warmup period complete (minimum 14 days recommended for new domains)
- Target list imported or created (Outreach → Target Lists)
- Your ICP (Ideal Customer Profile) defined
- Message templates drafted
Step 1 — Create Your Target List
Navigate to Outreach → Target Lists → New List. You have three ways to populate it:
1
Import a CSV
Upload a CSV with columns: firstName, lastName, email, company, jobTitle, phone, website. Required columns: email. Optional columns are auto-mapped.
Max 10,000 contacts per import. Remove duplicates before uploading.
2
Use AI Lead Discovery
Click 'Discover Leads' on any list. Enter a search query like 'law firms Toronto 50+ employees'. Outgi searches Google Places + uses AI to extract contact details. Returns up to 200 prospects per search.
3
Add manually
Click 'Add Contact' and fill in the form. Best for high-value accounts where you are targeting specific decision-makers.
Step 2 — Enrich Your Contacts
After importing, run enrichment to find missing email addresses:
1
Select all contacts
Use the checkbox at the top of the contact table to select all.
2
Click 'Enrich Emails'
Outgi runs a waterfall: Hunter.io first (highest confidence), then Apollo.io, then pattern generation. Results appear within 60–120 seconds for batches up to 500.
Success rate is typically 40–70% depending on the industry. B2B tech companies have higher coverage.
3
Review and filter
Filter by confidence score. Remove contacts with confidence below 0.4 before adding them to sensitive campaigns.
Step 3 — Create the Campaign
1
Navigate to Campaigns → New Campaign
Give it a descriptive name: 'Outbound — {ICP} — {Month/Year}' is a recommended naming convention.
2
Select your target list
Choose the target list you created in Step 1. You can use filters to target a subset (e.g., only contacts with a company size over 50).
3
Choose your channels
Select the channels to use: Email, Contact Form, SMS, LinkedIn, Voice AI, Direct Mail, WhatsApp. For cold outreach, Email + Contact Form is the highest-ROI combination.
4
Set campaign timezone
Set to the timezone of your target audience. This controls when messages are sent within your delivery window.
Step 4 — Configure Campaign Stages
Each stage is a message in your sequence. Configure each stage:
| Setting | Recommended Value | Notes |
|---|---|---|
| Delay from previous stage | 2–3 days for cold email, 1 day for warm | Day 0 = send immediately |
| Send window | Tue–Thu, 8am–5pm local time | Highest open rates |
| Subject line | Personalized with {{firstName}} or {{company}} | Keep under 50 chars |
| Message body | Under 150 words for stage 1, longer for follow-ups | Use {{firstName}}, {{company}}, {{jobTitle}} |
| Stop on reply | Enabled | Automatically removes contact when they reply |
| Stop on click | Optional for multi-step only | Consider enabling to avoid over-sending |
Step 5 — Add A/B Variants (Optional)
1
Click 'Add Variant' on any stage
You can A/B test subject lines, message bodies, or both. Outgi splits traffic evenly across variants by default.
2
Set variant weight
Default is 50/50. You can set custom splits, e.g., 70/30 if you have a hypothesis about which variant is stronger.
3
Review results after 7 days
Go to Campaign Analytics → A/B Results. Select the winner and pause losing variants. Only do this with statistical significance (100+ sends per variant).
Step 6 — Configure Conditional Branching (Optional)
Branching sequences let you send different follow-ups based on prospect behaviour:
1
Click 'Add Branch' on any stage
Choose the trigger: Opened, Not Opened, Replied, Not Replied, or Clicked.
2
Set the true branch (condition met)
E.g., if Opened → send a stronger pitch. If Clicked → send a demo booking link.
3
Set the false branch (condition not met)
E.g., if Not Opened after 3 days → send a simpler plain-text follow-up.
4
Connect branch endpoints
Each branch must connect to either another stage, a merge point, or an end node.
Step 7 — Review and Launch
- All stages have message content (no empty stages)
- Sending domain selected matches warmed domain
- Daily send limit set (start at 50/day for new domains, scale to 200/day after 30 days)
- Unsubscribe footer present in all email stages
- Suppression list is active (Settings → Suppression)
- Campaign name and timezone correct
1
Click 'Launch Campaign'
The campaign enters 'Active' state. Outgi's worker begins processing contacts according to your stage delays and send windows.
2
Monitor for the first 48 hours
Watch bounce rate closely. If bounces exceed 5%, pause and clean your list. Check Analytics → Campaign for open/click/reply rates.
A healthy cold email campaign sees: 30–50% open rate, 3–8% reply rate, <2% unsubscribe rate, <0.3% spam complaint rate.