Hey Saleshandy users,
Reaching out to your prospects on the channels they’re most active on can lead to significantly higher conversions. Campaigns with multichannel outreach see up to 27% higher engagement than single-channel efforts.
That is why we've released our new Multichannel feature, which allows you to communicate through multiple communication channels such as Email, LinkedIn, Calls, and Custom Tasks.
Let's see how!
What is Multichannel?
We have launched Beta verison of Multichannel in Saleshandy that allows you to manage and execute your outreach efforts across multiple communication channels within the Single Saleshandy Sequence.
With Multichannel, you can seamlessly integrate LinkedIn tasks, calls, and custom tasks along with your email sequences, creating a comprehensive and coordinated sales strategy.
Steps to Follow for Multichannel
1. Enabling Multichannel
Multichannel in Saleshandy can be enabled by enabling the toggle on in the Profile section. Only Owners or Admins can access this option. Once enabled, it cannot be reverted.
A confirmation pop-up will appear when enabling Multichannel. Upon confirmation, you will be redirected to the sequence page, and the tasks tab will become visible.
2. Create Multichannel Sequence
a. Navigate to the Sequences tab. Click on "Create New Sequence" and give it a name.
b. Select the channel for your step (please note, there are no changes in the email step of the sequence)
Task Limits: Saleshandy allows you to add up to 26 different variants for LinkedIn tasks and Emails within a single sequence.
🚨Important: LinkedIn (Connection Request, Message, InMail, View Profile, Post Interaction), Calling, or Custom Tasks are not automated; you must perform them manually.
c. Once you choose your channel, you will get these pop-ups to choose the set-up.
For LinkedIn
If you choose LinkedIn, you will have options to choose the task type. You can choose from:
Connection request
Message
In mail
View Profile
Post Interaction
Once you choose the type, you can add a personalized note in the task to not forget anything important when you perform a particular task. You can add two types of notes to some tasks:
LinkedIn Connection Note/ LinkedIn message/ In-mail message note: Message to be sent to prospect
Task note: Tips for the assignee (team member who will work on the task) to execute the tasks successfully.
You can also use the merge tag for advanced personalization in the notes.
Then you can also set the priority of the task to pick up important tasks first without any delays.
Lastly, don't forget to add the task assignee for proper management of your projects.
For Call📞
If you choose Call, you will have options to choose the task type. You can choose from:
Introduction
Demo
Follow-up
Reminder
Other
You can again add the notes, set priority, and add assigned similarly as shared in the LinkedIn section.
For Tasks📃
Apart from reaching out to your prospects by phone, LinkedIn, or email, if you want to add some other manual task you can do that here.
You can add task titles, notes, priority, and assignees for proper management.
🚨Important:
Character Limits
To ensure clarity and conciseness, we have different character limits for different actions.
Task Note → 3000 (Applicable to all task types)
LinkedIn Connection Note → 300
LinkedIn Message → 8000
LinkedIn InMail
Subject → 200
Message → 1900
Custom Task Title → 100
Language Support: The task notes and messages support multiple languages, allowing for global outreach.
Task Prioritization
Set the priority for each task to effectively manage the sequence of actions.
Low: Tasks with minimal urgency can be addressed after higher priority tasks are completed.
Normal: Standard tasks that should be completed in a timely manner but are not time-sensitive.
High: Important tasks that require prompt attention and should be prioritized over normal and low-priority tasks.
Urgent: Critical tasks that need immediate action and should be addressed as soon as possible to avoid delays or issues.
Step Interval Configuration
Define the interval time between steps, allowing for precise scheduling of tasks.
Tentative Task Dates
Each manual task step will display a tentative execution date based on the sequence schedule, helping you plan follow-up steps accordingly.
For Email📨
Once you click on email, you will be redirected to the email editor, where you can write your email copy or choose from the templates.
You can also generate one-click AI variant in each step and save more time in writing emails. You don't have to write every variant from scratch if you want to test multiple variants.
Simply click on Generate AI variant✨
It is recommended to add up to 4-5 follow-ups for best results.
3. Add prospects
Once you have created a sequence, add your prospects. You can either add prospects in bulk by importing the CSV or add them manually.
If you don't have a list of prospects, you can also search for them in Lead Finder. Click on Lead Finder from the left navigation.
You can search leads from the database of 700M+ leads using advanced filters and find your Ideal Customer Profile.
4. Connect Email Accounts
Go to Settings in the left navigation bar and click on Email accounts.
Click on Add email accounts. You can add multiple email accounts
Once added, go to your Sequence settings and click on Add more email accounts
A pop-up will appear now you can Connect your email accounts in your sequence.
5. Activate Sequences and Check tasks
Once the email accounts are connected, click on Activate your sequences.
Once you have activated your sequences, check tasks to keep track of the entire outreach.
🚨Important:
LinkedIn (Connection Request, Message, InMail, View Profile, Post Interaction), Calling, or Custom Tasks are not automated; you need to perform them manually through the Tasks tab.
You need to navigate to the Tasks tab to complete the tasks that you have created.
You need to connect an Email account to activate the sequence. Without an email account, you can not activate the sequence.
Tasks will be created once the prospect is moved to the next step (Usually, it takes 15 minutes)
You can perform multiple steps in a day with LinkedIn steps as a task, calls as a task, and custom tasks. However, with emails you cannot send two emails in a day.
Consider the prospect as finished if a reply is received is turned off if you want to send the upcoming steps to the prospects. If the prospect is marked as finished, no emails or any tasks will be performed.
What is the Tasks Tab?
The Tasks tab is your central hub for managing all tasks associated with your Multichannel sequences.
It consolidates LinkedIn interactions, phone calls, and custom tasks, providing a streamlined view to enhance your productivity and outreach efforts.
Why is the Tasks Tab Important?
Centralized Management: All tasks are displayed in one place, making it easy to track and manage them.
Efficiency: Streamlines the process of executing and completing tasks across different channels.
Accountability: Allows you to view the tasks assigned to team members and track their progress.
Flexibility: It helps you integrate various communication channels into your outreach strategy but you need to complete the tasks manually.
Navigating the Tasks Tab and User Actions
Click on the Task icon from the left navigation bar
You will see five categories of the tasks:
Due today - To be executed today
Upcoming - Upcoming in a day or two as per the gap in your sequence
Overdue - Not executed yet
Completed - Task that is completed
Skipped - Task, which you skipped by clicking on skip by hovering in the Task owner column. You can also choose to complete or snooze the task for later.
Manage your tasks
Clicking on the Filter button and filtering based on:
Sequences
Outcomes
Current Steps
Task priority
Owners
Created date
Filter by Task Type by clicking on All tasks
To complete tasks one by one, click the Start Task button. This will automatically open the tasks sidebar, and you can start performing the tasks manually.
Update Sequence outcome
Update call outcome
Skip, snooze, or complete the task.
How Roles and Permissions Work with Multichannel
Roles and permissions in Saleshandy ensure that the right people have the appropriate access to different features and data. Here’s how they work with Multichannel:
Admin Role: Can create, edit, and delete sequences. Admins can also manage user roles and permissions.
Manager Role: Can create and edit sequences, view reports, and assign tasks to team members.
User Role: Can execute assigned tasks, view their own performance reports, and interact with sequences as per their assigned tasks.
FAQ
Who can see the Multichannel setting?
Owners and Admins will see the Multichannel setting as enabled.
Is Multichannel available for all plans?
Yes, Multichannel is available for all plans, including older agency plans.
What are the access restrictions?
Limited-access and no-access clients will not see the tasks tab.
Only full-access clients have the "Add Steps" option for multichannel tasks.
Full-access clients can assign tasks to themselves, which will be visible to agencies.
Can tasks be added to sequences?
Tasks can be added to both new and existing sequences.
What happens when an agency enables Multichannel for a client?
A confirmation pop-up will appear.
Once confirmed, tasks will be visible and accessible to the client.
What happens to Multichannel if a plan changes?
Multichannel will remain enabled after plan changes (manual or system-initiated).
Users will see the Multichannel-enabled view on the refreshed page.
Will existing features be affected?
No, existing features like email sending, sequence creation, and scheduling remain unaffected.
The tasks tab will be visible and functional for Multichannel-related actions.
Can I call from Saleshandy while adding a call as a step?
We don't provide an in-built dialer as of now. You can create a task as a call and write notes to help you while executing the call task.
Can I edit a sequence after it has started?
A: Yes, you can edit the sequence. However, changes will only affect future tasks; already scheduled tasks will remain unchanged
How do I manage permissions for my team? A: As an admin, you can navigate to the Settings tab and manage roles and permissions for your team members.
What happens if a prospect replies to an email?
A: If a prospect replies, Saleshandy will automatically adjust the sequence to avoid sending further follow-ups to that prospect, ensuring a natural and respectful communication flow. This will only work if you have the settings turned on Sequence Settings. I.e., Consider the prospect as finished if a reply is received.
👉 Next Steps
Check out the below articles If you want to know more about