Email Rotation

5 min With Jade Gilbert Section 3 Lesson 13

One sending account caps how much outreach you can run, and puts every campaign at the mercy of a single inbox. Email rotation splits the load across several, with one account owning every conversation for a given site so nothing arrives from two names. It also shows you which accounts get replies and which don't.

In this video, we are going to take a look at the email rotation feature. Now, this is something that you can find against every single campaign, and it allows you to send your outreach across multiple different email accounts from the same campaign, and it can be a great way if you are wanting to distribute the sending load across a lot of different email accounts, and also get some quick insights on which particular email is performing better, so this comes under AB testing. But let's take a look at how to set this up. First step is to go to the campaign settings and then select templates and email sequence.

Now in this section, this is where you typically add each of your email attempts that you would like to send, but just above it we have this section just here, and this is where you add your email accounts. Now you might be familiar with adding just one, but if you would like to enable email rotation, you just need to add an additional email into that mix, so just which of your email accounts connected to this project that you would like to add to that rotation? Now, the way that this works is that when you send your outreach to the website, one email becomes responsible for all of the conversations to that website, so that means first, second, and third follow-up attempts to every single contact under example.com, and that's taken care of automatically, so really all the emails are doing is dividing websites, and each one handles all of the correspondence within it.

Now when you're looking to set this up, we want to make sure that we have all of the email accounts that we would like into our rotation before we launch our outreach. Now if you launch your outreach using the email rotation, let's say one of your email accounts is removed, what will happen is the system will then allocate the follow-ups to the next email that was added as part of the rotation, so this is to prevent your communications from being paused or from being affected, it just keeps things moving more smoothly. But let's say one of your emails is briefly disconnected.

The rules for this slightly change, instead what will happen is that we will actually pause the outreach to the sites that are being looked after from that email account, so that includes all of their follow-ups. So this will be a temporary measure, but you can always kick this back into gear by reconnecting that email at any stage. But if you do have any specific questions on the rules and how email rotation works, I'm going to attach a few great resources in this lesson below, but you can also chat with our support team using the button on the bottom right.

Now one added benefit of using the email rotation feature is that you also get some quick data, and this can be really great if you have a range of email accounts and you want to see which of those performs better in terms of responses. So to see the data from this report, you need to make sure that you have email rotation enabled and that you have run some outreach using that system. And if you'd like to see the reports and insights, we just want to come over to our campaign card and select the grid of dots. And from here, you want to turn on outreach status.

Now what this will give you is a consolidated report based on the performance of each of the email accounts connected. You can see how many opportunities, so these are your websites, each email account has made contact with and see how many individual emails have been sent. So one website might have three contacts and each contact might get three templates so it does stack. But most importantly is we can look at this graph below to see the response rate by email account. So ideally we want that to be as even as possible so each email account to be performing evenly.

This can help you spot differences. So sometimes emails that are more personal like first name, last name versus department ones perform differently, but it does give you a way to see which ones are doing better. And from there, you can choose to either take that email out of the rotation and bring in another one. There's a few different options there, but it can be a great way for AB testing and to get further insight into the performance of your email.