How Can We Use A Bulk Meeting Campaign to Run a Wish Campaign for a Company

This guide explains how to use bulk meeting campaigns to efficiently run a wish campaign for a company. The process begins by logging in with an operations team account and locating the target company. Once the company’s prepared wish list is accessed, specific contacts can be selected manually or in bulk across multiple pages. After finalizing the selection, a campaign is created by providing key details, such as meeting duration, location, and templates for communication.

The campaign setup allows for customization, including the use of personalized email templates and assigning meeting requests to specific users. Admins and managers have advanced privileges, such as bypassing subscription requirements or using their email accounts to initiate campaigns. Once the campaign is launched, each contact on the wish list receives a meeting request via email. The status of these requests can be monitored in real-time, tracking metrics like emails sent, opened, clicked, or converted into scheduled meetings.

Contacts can accept or decline meeting invitations by selecting time slots from a shared calendar. Once a meeting is confirmed, both the contact and the campaign owner receive notifications, and the meeting details appear on the agenda. This approach ensures that all steps of the wish campaign, from email delivery to meeting scheduling, are seamless and trackable. Bulk meeting campaigns thus offer a streamlined way to manage and track corporate wish campaigns, ensuring high engagement and actionable outcomes.