When you create a new campaign stage you have six stage types to choose from.

  • Email 
  • SMS 
  • Call Queue 
  • LinkedIn™ Task  
  • Voicemail Drop 
  • Loxo Task 

1. Email Stages: 

Draft an email that you want to send to people in your campaigns. Make sure to use you People Merge Tags to personalize your campaigns to each recipient. You can also choose from your saved Email Templates to make drafting the email easier! 

Use the Send Test button at the bottom to send a test email to yourself before adding new users! This is a great best practice, especially if you are using emails with heavy formatting. Remember that formatting differs on the recipient's email (Outlook or Gmail) and whether they are reading it on a computer, tablet, or phone screen. 

Note: The test feature will fill in fake data for the People Merge Tags.  Do not be alarmed that the merge tags show fake data on your test emails.  

2. SMS Stages: 

Write a short text (240 characters or less) to send to your campaign recipients. You can also use your People Merge Tags and the Test feature for texts as well! 

Make sure to set a delay time on any stages after your first stage to prevent texts and emails from being sent at the same time. 

After you have perfected your text message, click on Add

3. Phone Call Stages: 

Use the Phone Call Stage to add a person to your Call Queue. Use this if you want to make a reminder for yourself to call a person after you email them. 

First, use the Make this step optional? feature when you want to ensure that your recipients will get future stages in the campaign even if you forget to call them. Otherwise a campaign recipient will not receive future campaign stages until you delete the person from your call queue. 

Second, leave a descriptive note detailing out why you want to call this person and what this campaign was for. When the Call Queue stage comes up it will show up in your Call Queue with a small note bubble. Hover over the note bubble to see the note you saved for this campaign! 

Best Practice: Use call queue reminders as a follow-up stage rather than the first stage in your campaign. Calls are a great way to follow-up with a person after you have already sent an introduction email or text message. 

Make sure to read our Call Queue help article to learn more about this feature. 

4. LinkedIn™ Task Stages:

 LinkedIn™ stages send you a reminder to manually reach out in LinkedIn™. 

First, choose the type of LinkedIn™ task that you want to create. 

Second, choose the Task Board you want to send the task too and the Task Stage that it should start in. Be sure to check out our Tasks Help Article to learn more about creating and editing task boards in Loxo. 

Third, use the Make this step optional? feature when you want to ensure that your recipients will get future stages in the campaign even if you don't complete this task. Otherwise a campaign recipient will not receive future campaign stages until you delete or archive the task in Loxo. 

Fourth, write a short description about the task so that when the stage shows up in your task board you know details about the campaign and how you should follow-up. 

Finally, click Add to save the stage!

5. Voicemail Drop 

Voicemail drop allows you to ring a person's phone without ever calling the person. You can record a voicemail in the campaign or choose from one of your prerecorded templates. 

Note: Loxo will not send prerecorded voicemails to phone numbers on the National and State Do-Not-Call Lists. If you would like to disable this feature click on Configure, agree to the terms, enter you initials, switch the button to OFF and click Save. This form only has to be completed once per agency. Once you turn off DNC lists you will be allowed to use voicemail drop even if the number is on a DNC list. 

Once you have added your pre-recorded voicemail and set your delay, make sure to click Save

To learn more about voicemail drop be sure to check out or help article: 

6. Task Stages: 

Similar to LinkedIn Tasks, this stage will leave a task on your desired task board. 

First, choose the Task Board you want to send the task too and the Task Stage that it should start in. 

Next, use the Make this step optional? feature when you want to ensure that your recipients will get future stages in the campaign even if you don't complete this task. Otherwise a campaign recipient will not receive future campaign stages until you delete or archive the task in Loxo. 

Finally, click Add to save the stage! 

Now that you know about all the different campaign stages, be sure to check out our help article on how to Create a Campaign. 

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