---
title: Frequently Asked Questions (FAQ)
description: Frequently Asked Questions (FAQ)
---

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1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en)
2. [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en)
3. [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting)

# Frequently Asked Questions (FAQ)

### **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

### **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.

- [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content)

    - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users)
    - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users)
- [Contacts](https://help.b2brocket.ai/contacts?hsLang=en)
- [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en)
- [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en)
- [Settings](https://help.b2brocket.ai/settings?hsLang=en)
- [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content)

    - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents)
    - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub)
    - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes)
    - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting)

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