1. Go to Outreach Page on GoPerfect's Dashboard

  2. Click Connect Email

  1. Choose between Google and Microsoft based on your Email

  1. Verify Connection: Confirm successful email connection by seeing the Welcome to Outreach page

  1. Activate. (This step signals the system that you wish to activate a campaign, not that the campaign is already active.)

  1. Navigate to Campaigns: Click Campaigns at the top left

  1. Select Custom Campaign

  1. Add Personalization: Click on the Snippet option to insert personalization fields like First Name or Last Name

  1. Choose the relevant snippet fields (e.g., First Name, Last Name)

  1. Type your message

  1. Add Steps: Scroll down and click Add Another Step to create the 4th step message - Our experience shows that most replies come after the third follow-up, therefore the best approach is to have a four step campaign for best response rate!