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The journeys

Thirteen walkthroughs. Each one is a job you actually want to do, start to finish, with the screen to look at when you want to know it worked.

They are in order. If you have never used the engine, do the first three in one sitting and you will have a campaign with people in it, waiting for your approval.

1 · Getting started in an hour
Connect the vendors, name the fleets, read your first Domains screen.
2 · Your first campaign
Name, brief, language, sequence, claims, activate.
3 · Importing leads
The file, the dry run, and what every dropped row means.
4 · Approving the first sends
The three checks, the keyboard, and what ‘held’ means.
5 · When someone replies
The seven labels, what each one does on its own, and correcting one.
6 · Follow-ups and silence
What happens when nobody answers, and how to pause anything.
7 · Answering a positive reply
The drafted answer, approve-and-send, and the deal it opens.
8 · Keeping the fleet healthy
Heat, placement, blocklists, and the warden that pauses a domain.
9 · Knowing what it costs
What each provider charges, and why a figure is a floor.
10 · Switching a vendor
What changes when you move, and what does not.
11 · Working with the agents
What you can ask for, and what will always come back to you.
12 · If something goes wrong
Seven symptoms, and the screen that explains each one.
13 · Connecting vendors and accounts
A second Clayinbox or Salesforge account, by hand or by asking.

How to read a journey

Each one has the same four parts.

What you will have done opens the page, so you can tell in one line whether this is the journey you want.

The walkthrough is numbered steps, each with the screen it happens on.

A worked example follows one fictional company all the way through, so you can compare what you see against what the page says you should see.

What to do if closes the page: the three or four ways this particular job goes wrong, and what to look at.

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