How to Create and Manage Campaigns in B2B Rocket

Creating and managing campaigns in B2B Rocket is crucial for optimizing your email outreach and engagement. This guide walks you through the best practices, setup instructions, A/B testing, AI automation, and campaign management techniques to help you achieve maximum efficiency and results.

Campaigns in B2B Rocket allow you to send automated emails to targeted audiences. Each campaign consists of several key components:

💡 Tip: Regularly check campaign tags to ensure campaigns are running smoothly!

Follow these steps to create and launch a successful campaign:

✅ Click "Create Campaign" and enter a campaign name.

💡 Tip: Use descriptive names for campaigns (e.g., "Q1 SaaS Outreach" or "Enterprise Lead Gen") for easy tracking.

✅ Select or upload a list of leads.

✅ Verify all email addresses before sending to reduce bounce rates.

✅ Use email verification tools to ensure accuracy (Check the Help Center for details).

💡 Tip: A verified list reduces email bounces and improves deliverability!

Sequences define when and how emails are sent.

✅ Example Sequence:

💡 Tip: Well-timed follow-ups improve response rates—don’t rely only on a single email!

✅ Create multiple variations of subject lines and email content.

✅ The system automatically distributes emails evenly across versions.

✅ Example A/B Test:

💡 Tip: Track which variation gets more replies and optimize future campaigns accordingly!

✅ Use AI to generate personalized email content.

✅ Enter key details such as:

💡 Tip: AI-generated emails save time while maintaining high engagement levels!

✅ AI-generated emails can be tailored based on recipient details.

✅ Example prompt: "Talk about specific pain points and ask to book a call."

✅ AI will automatically insert relevant details for each recipient.

💡 Tip: Personalization increases response rates—customize emails with AI assistance for better engagement!

✅ AI can automatically respond to incoming emails.

✅ Example: If a recipient asks for more info, AI replies with:

📌 Recommended Usage:

💡 Tip: AI-driven replies save time while keeping engagement levels high!

✅ Opt-Out Message – Include an unsubscribe link to comply with regulations.

✅ Plain Text Emails – Recommended for first-time outreach to improve deliverability.

✅ Unsubscribe Headers – Useful for high-volume senders.

✅ Custom Domains – Enhances email deliverability (configure in Settings).

💡 Tip: Custom domains reduce spam risk and improve open rates!

✅ Connect existing mailboxes or add new ones.

✅ Use the Done-For-You (DFY) option to purchase domains and mailboxes.

✅ Check the Help Center for DFY setup details.

💡 Tip: If your domain is new, warm it up by sending emails gradually before full-scale outreach!

✅ Use the Campaign Analytics Dashboard to monitor:

💡 Tip: Adjust subject lines and content based on analytics insights for better performance!

✅ Monitor bounce rates and remove invalid emails.

✅ Keep unsubscribe rates low by refining your messaging strategy.

💡 Tip: If a campaign has a high bounce rate, verify your email list before the next campaign launch!

✅ Test different subject lines and email messaging strategies.

✅ Review analytics regularly and adjust based on engagement trends.

💡 Tip: Continuous testing and improvement are key to long-term email marketing success!

📌 If a campaign is tagged "Add More Leads", it means it has run out of recipients and needs new contacts uploaded.

⚠️ A high bounce rate suggests invalid or unverified emails.

✅ Solution: Use an email verification tool before uploading your lists.

🤖 AI generates personalized email templates based on:

💡 Tip: AI-written emails are optimized for higher engagement and conversion rates!

✅ Yes! AI-driven replies can be reviewed before sending.

✅ If you prefer full automation, AI can handle responses entirely.

💡 Tip: Start with manual review, then move to automation once you're comfortable with AI responses!

📌 A/B testing is configured in the Sequences section.

✅ The system automatically distributes multiple email versions evenly among recipients.

💡 Tip: Test different subject lines, tones, and CTAs to see what works best!

Need help with campaigns? We’ve got you covered!

✅ Join our weekly onboarding webinars

🗓 Tuesdays, 12-1 PM EST (Live Q&A included)

✅ Contact our support team via live chat

💬 Available in the bottom-right corner of your screen

💡 Tip: If you're new to B2B Rocket, attending an onboarding session can help you get up to speed quickly!