Set Up Your First Automation: A Step-by-Step Guide
Setting up your first automation on the Jeeva platform is a breeze. Just follow this guide to streamline your workflow and start automating your lead outreach effortlessly.
Navigate to Automation
Head to the Homepage: Start by logging into your Jeeva platform account.
Click on the 'Automation' Tab: In the main navigation, select the first tab labeled Automation.
Hit 'Get Started': On the Automation page, click the Get Started button to begin the setup.
Step 1: Define Your Ideal Customer Profile (ICP)
Getting your ICP right means your automation will target the perfect leads.
Choose How to Add Leads: You have four options here:
Precision Targeting: Let Jeeva find leads for you daily based on specific filters that fit your product or service.
Import from Lead List: Add leads you've previously found and saved in one of your lead lists on the platform.
Upload CSV File: Import leads from a file you already have.
Website Inbound Traffic: Use this to add all incoming leads from your website if you’ve set up the Inbound Lead Explorer.
For your first automation, we recommend going with Precision Targeting since it's the easiest way to find leads.
Pick Your Filters:
Enter the values for the filters you think will best match your ICP.
Select options from the dropdown menu as you type.
If you can't find the value you need, try another one or click the blue option to add a custom value.
You'll see a Leads Preview on the right side, showing the leads you're targeting with these filters.
Once you're happy with the preview, click Save & Next at the top right corner.
Step 2: Add Your Product or Service Information
Now it’s time to add details about your product or service.
Company Description: Copy-paste your company description.
Product/Service Name: Add the name of your product or service.
Call to Action: Specify what action you want your outreach to prompt.
Pain Points: List the pain points your product/service addresses.
Value Proposition: Describe the value your product/service offers.
Proof Points: Provide proof points to back up your claims.
You can add this information in any format that suits you.
Step 3: Select Personalization Method
Next, choose how you want to personalize your outreach. Each method has its pros and cons.
For your first automation, we recommend AI-Crafted Personalization.
Type of Outreach: Select the type of outreach.
Number of Emails per Outreach: Choose how many emails you want to send in each outreach sequence.
Tone: Select the tone of your emails.
Once done, click Save & Next.
Step 4: Fine-Tune Schedule Settings
Almost there! Now, adjust your schedule settings.
Auto-Pilot: Turn this off if you want to review the drafts before they are sent.
Daily Outreach: Choose the number of leads you want to reach out to daily.
Email Timing: Select the best time to send emails based on your leads' schedule.
Once you're satisfied with the settings, click Activate.
Final Steps: Review & Approve
After clicking Activate, your automation will be created. It will take a few minutes to find the first leads based on your criteria and generate drafts for them.
Review & Approve: Once the button becomes active, click Review & Approve.
Check Drafts: Go through the drafts for the leads.
Start Your Automation: Approve the drafts to start your automation. If you review 2-3 drafts and are happy with them without any edits, you can approve all drafts at once by clicking 'Approve All' in the top right corner.
That's it! You've successfully set up your first automation. To learn more about different types of automations and get the best tips and tricks, check out the related articles in the automation settings. Happy automating!