How Do I Know When Emails Start Sending After Setup in AnyBiz.io?
In AnyBiz.io, email sending starts after completing several crucial steps. Once you create a persona, develop an offering, link them together, and save all settings, the AI Agent automatically launches the campaign. Here’s a detailed guide to ensure everything is set up correctly and how to monitor sending.
Step 1: Complete Persona and Offering Setup
- Create a persona: Start by defining your target audience, including key characteristics, goals, and challenges.
- Ensure that all fields are filled, such as demographics, job titles, industry, and preferred communication channels.
- Click 'Save' to finalize the persona.
- Develop an offering: An offering is the specific product or service you want to promote to the persona.
- Specify the problem your product or service solves, as well as its unique advantages compared to competitors.
- Click 'Generate' to create the offering.
- For more useful information, check out this article:
How to Create a Persona in Anybiz.io?
Step 2: Link the Persona to the Offering
- After creating both the persona and the offering, link them together.
- Go to the Configurations section and select Link Persona to Offering.
- Select the persona and offering from the list, then click 'Save'.
- For more useful information, check out this article:
What Are the Next Steps After Creating a Persona?
What are Offerings in AnyBiz.io?
REMEMBER, WE DO NOT RECOMMEND CONNECTING THE SAME PERSONA TO MULTIPLE OFFERINGS TO AVOID DUPLICATE MESSAGING.
Step 3: Activate Email Sending
- Once all settings are saved, the AI Agent will begin sending emails.
- Email sending typically starts within 15-30 minutes after clicking 'Save,' depending on system workload and campaign schedule.
ONCE YOU ASSIGN A PERSONA TO AN OFFERING AND CLICK 'SAVE', YOUR AI AGENT GETS TO WORK!
Tracking Sending and Engagement
- After the campaign is launched, you can monitor its progress in the Inbox tab.
- Replies: View when prospects respond to your emails.
- Opportunities: Track any positive responses, meeting requests, or information inquiries.
- Notifications: All alerts about new replies, opportunities, or other actions will be available in the Inbox tab.
Conclusion
In AnyBiz.io, emails start to be sent after creating a persona, developing an offering, linking them, and clicking 'Save'. It's important to monitor replies and opportunities in the Inbox tab to adjust your strategy as needed. If you need further assistance, please reach out to our support team!
Book a call with us for more information!