Campaign Strategy & Email Follow-ups
How many follow-ups should we send for an optimal email campaign?
We recommend sending 5 to 7 follow-ups for the best engagement.
What is the recommended time gap between follow-ups?
Follow-ups should be sent every 3 to 5 days.
Can we control the number of follow-ups on the platform?
Yes, customers have full control over the number of follow-ups they send.
How should we segment our email campaign?
You can split your list (A/B testing) and send different versions of the initial email to evaluate performance.
What happens if someone replies to an email?
If a recipient replies, they are moved into a different sequence with additional follow-ups tailored to engaged users.
How do we estimate the total duration of an email campaign?
The duration depends on the number of emails and follow-ups scheduled. For example, a campaign with an initial email and five follow-ups sent every three days would take approximately 18 days to complete.
Email and Deliverability
Should we buy mailboxes from you or use our own?
The platform offers competitive pricing on mailboxes, and purchasing through it ensures proper setup and warm-up.
Does Office 365 work well for cold email marketing?
No, Office 365 accounts have shown lower deliverability compared to Google-based mailboxes.
Lead Validation Process
What happens if my lead validation process stops?
If validation stops due to system deployment or other issues, it can be restarted manually.
How long does the lead validation process take?
It typically takes 2 to 3 hours, depending on the size of the list.
How can I check the status of my lead validation?
There is no automatic notification system, but you can manually check if leads are still in the "pending" status.
What do different lead validation statuses mean?
Valid: Safe to send emails.
Risky: May have high bounce rates.
Unknown: No validation data is available.
Can I send emails to both valid and unknown leads?
It is possible but not recommended. Prioritize valid leads to maintain a high deliverability rate.
How do I select both valid and unknown leads for an email campaign?
You can filter and select them under the "Target Audience" section when setting up the campaign.
Platform & Technical Setup
How do I know when lead validation is complete?
Check the platform manually to see if any leads remain in the "pending" status.
Where can I configure my email campaign target audience?
The "Target Audience" section in campaign settings allows you to select specific groups for outreach.
How do I connect and finalize my email campaign before launch?
A support call can be scheduled if additional assistance is needed.
Do customers bring their own leads, or do you supplement them?
The platform provides leads, supplemented through partnerships and internal data teams.
How is the lead database updated?
The database is updated quarterly through data verification and enrichment.
Do you scrape data or gather leads manually?
Leads are sourced through multiple methods, including data partnerships and an internal data team.
Can leads be continuously supplied to businesses with niche needs?
Yes, but highly specialized lead requests may require additional sourcing.
How does your system compare to platforms like Apollo and Instantly?
The platform competes on affordability and support. Unlike Apollo, it does not limit lead exports.
Campaign Strategy & Customization
How does B2B Rocket customize email campaigns?
B2B Rocket personalizes emails using the name and company name from the uploaded lead data.
Why was the website scraping feature removed?
The feature was removed due to customer complaints and poor performance. The current system relies on user-provided data for customization.
Can we still create customized campaigns?
Yes, users have more control over email content by setting up prompts in the new campaign version to guide AI-generated text.
What data is required for effective email customization?
First Name
Last Name
Email Address
Job Title
Company Name
Can B2B Rocket automatically gather information about prospects?
No, it does not fetch external data. The email content is based only on user-provided details.
Lead Management & Uploading Data
How do we upload a lead list correctly?
Leads must first be uploaded under the List section before they can be selected for targeting in a campaign.
Can we edit lead data after uploading?
Yes, but any changes must be made in the List section before running a campaign.
What happens if a lead list lacks sufficient details?
If crucial fields like job title or company description are missing, the system cannot fill in the gaps automatically.
Platform Updates & Features
What has changed in the new campaign version?
More control over email prompt customization
Removal of website scraping feature
Simplified campaign creation with structured sequences
Can we use AI to generate more customized emails?
Yes, you can guide the AI using prompts under the Sequence tab.
Can we use external tools for email customization?
Yes, if additional automation is needed, external tools can be integrated into your workflow.
What is the AI agent in the campaign section?
It represents AI-powered campaigns that automate outreach, follow-ups, and optimizations.
Does your system allow AI to optimize and adjust campaigns automatically?
AI can write and optimize emails, but full self-adjusting AI campaign management is on the roadmap.
Can we create our own AI chatbot to embed on a website?
The AI chat feature is not yet available.
Does your system allow phone number lookups?
Yes, phone lookups are available, but details on how they work need clarification.
Does your platform include a CRM?
Yes, the CRM tracks interactions, categorizes leads, and manages conversations.
How do clients book meetings through the platform?
Meetings booked through the system will appear in the Spot Calendar.
Can we integrate external calendars like Google Calendar?
Not directly. Bookings from the platform appear in the built-in calendar.
Does the platform support multi-channel outreach?
Yes, email and LinkedIn outreach will be supported soon.
What is the difference between AI BDR and AI in the plans section?
AI BDR refers to AI-driven campaign execution, whereas AI includes general automation features.
Implementation & Setup
Who is responsible for setting up the campaigns for us?
The implementation team at B2B Rocket handles the setup. However, you need to schedule a call with them to provide details about your target audience, business, product, or services.
Do we need to be involved in building the campaign?
Minimal involvement is required. You must attend an initial call to share your business and audience details, after which the implementation team will take over the campaign setup.
How do we schedule a call with the implementation team?
A scheduling link can be provided, or you can coordinate directly with support for the next available slot.
What information should we provide for the campaign setup?
Target audience details
Business overview
Product or service offerings
Email preferences
Scheduling & Availability
How do I schedule an earlier implementation meeting?
If earlier slots are required, support can manually check availability and book a time for you instead of using the scheduling link
What are the available time slots?
Meetings are scheduled based on availability.
Can we schedule meetings in the afternoon?
Yes, if slots are available.
Who should receive the meeting invite?
Invites can be sent to multiple participants.
General Support & Assistance
What type of support does B2B Rocket provide?
B2B Rocket offers general support for platform-related queries and technical assistance. Campaign implementation and setup fall under a separate team.
Who should we contact for technical support?
For implementation-related queries, coordinate with the implementation team. For general platform support, reach out to the support team.
How will we know if our campaign is properly set up?
Once the implementation team completes the setup, they will provide confirmation and guidance on monitoring the campaign’s progress.
Where can we find tutorials or a help center for this platform?
A help center is available: HELP CENTER
What new features are planned for the platform?
AI-driven campaign advisors, LinkedIn outreach, and improved integrations are on the roadmap.
Can we integrate with Zapier or other automation tools?
Yes, Zapier is supported, and additional integrations may be available.
Campaign Performance & Optimization
How do we ensure better campaign performance?
Reduce bounce rates by targeting only valid leads.
Use more engaging subject lines.
Offer incentives like free demos or samples.
Shift to the new campaign version with A/B testing capabilities.
Utilize intent data to target prospects actively searching for related services.
How long does it take to see results from a campaign?
Campaigns need time to gain traction. If only a fraction of emails have landed, adjustments in targeting and strategy may be required.
Customization and White-Labeling
Can we modify the branding and colors on the platform?
Yes, branding can be fully customized.
Can we remove the text next to the logo and display a larger logo?
Yes, but a technical adjustment is required.