{"id":654,"date":"2024-10-15T14:27:58","date_gmt":"2024-10-15T12:27:58","guid":{"rendered":"https:\/\/www.lemlist.com\/academy\/?p=654"},"modified":"2025-03-12T16:16:28","modified_gmt":"2025-03-12T14:16:28","slug":"add-cold-calling-steps-to-your-campaign","status":"publish","type":"post","link":"https:\/\/academy.lemlist.com\/academy\/launch-campaigns\/create-a-campaign\/add-cold-calling-steps-to-your-campaign\/","title":{"rendered":"Add cold calling steps to your campaign"},"content":{"rendered":"\n

Set up in-app calling or an integration<\/h2>\n\n\n\n

To make calls from lemlist, you currently have three options:<\/p>\n\n\n\n

    \n
  1. In-app Calling feature built into lemlist (recommended)<\/strong><\/li>\n\n\n\n
  2. Aircall integration<\/a><\/li>\n\n\n\n
  3. Ringover integration<\/a><\/li>\n<\/ol>\n\n\n\n

    Once you have configured lemlist in-app calling or an integration, you can add a call step to your campaign.<\/p>\n\n\n\n

    How to add a call step in your campaign<\/h2>\n\n\n\n
    1<\/span>
    Go to your campaign’s Sequence <\/strong>section.<\/div><\/div>\n\n\n\n
    2<\/span>
    Click the + <\/strong>sign and select the Call<\/strong> step.<\/div><\/div>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    Inside the call step:<\/p>\n\n\n\n

    1<\/span>
    Add a note that will show when the Call task is created for each lead.<\/div><\/div>\n\n\n\n
    2<\/span>
    If needed, select the Force sender<\/strong> option to assign the task to a specific team member.<\/div><\/div>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    After adding the call step, continue setting up your campaign, add leads, and launch it.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Making the call<\/h2>\n\n\n\n

    Once a Call task is created for your lead:<\/p>\n\n\n\n

    1<\/span>
    Go to the Tasks<\/strong> section.<\/div><\/div>\n\n\n\n
    2<\/span>
    Click on the phone icon or Call<\/strong> button to make the call.<\/div><\/div>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
    3<\/span>
    Review the note you added earlier under the Call step for guidance.<\/div><\/div>\n\n\n\n

    If you reach your prospect, you have these options:<\/p>\n\n\n\n

      \n
    • Mark as Interested<\/strong>: The deal is won, and the sequence stops for this prospect.<\/li>\n\n\n\n
    • Mark as Not Interested<\/strong>: The deal is lost, and the sequence stops for this prospect.<\/li>\n<\/ul>\n\n\n\n

      You can choose these options by clicking the emojis in the top right corner of the screen.<\/p>\n\n\n\n

      If you want the campaign to continue, just mark the task as Done<\/strong>. Once done, the lead will move to the next step in the campaign, and the Call task will be removed from your tasks.<\/p>\n\n\n\n

      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

      <\/p>\n\n\n\n

      Other task options<\/h2>\n\n\n\n
        \n
      • Assign<\/strong>: If a colleague knows the prospect better, you can assign the call to them.<\/li>\n\n\n\n
      • Snooze<\/strong>: Delay the call task for a specific time.<\/li>\n\n\n\n
      • Unsubscribe<\/strong>: If the prospect asks to be removed, unsubscribe them to stop all future communication.<\/li>\n<\/ul>\n\n\n\n

        Pro Tips<\/h2>\n\n\n\n
          \n
        • Positioning<\/strong>: Add a call step after the first or second email, when the lead is still warm.<\/li>\n\n\n\n
        • Preparation<\/strong>: Review past interactions before calling to tailor your conversation.<\/li>\n\n\n\n
        • Follow-up<\/strong>: After the call, follow up with an email or message to keep the momentum.<\/li>\n<\/ul>\n\n\n\n

          Adding a call step increases your chances of success by engaging with your leads in multiple ways.<\/p>\n\n\n\n

          <\/p>\n","protected":false},"excerpt":{"rendered":"

          Set up in-app calling or an integration To make calls from lemlist, you currently have three options: Once you have configured lemlist in-app calling or an integration, you can add a call step to your campaign. How to add a call step in your campaign Inside the call step: After adding the call step, continue […]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[47],"tags":[],"class_list":["post-654","post","type-post","status-publish","format-standard","hentry","category-create-a-campaign"],"acf":[],"_links":{"self":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/654","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/comments?post=654"}],"version-history":[{"count":4,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/654\/revisions"}],"predecessor-version":[{"id":1248,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/654\/revisions\/1248"}],"wp:attachment":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/media?parent=654"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/categories?post=654"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/tags?post=654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}