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🤹Saleshandy Multi-Channel
🤹Saleshandy Multi-Channel

Introducing Saleshandy's New Multichannel Feature

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hey there, Saleshandy users! 🚀

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 get started!

What is Multichannel?

Multichannel in Saleshandy 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.

Why is Multichannel Important and Required?

  1. Increased Reach: Engaging with leads across multiple communication channels increases the visibility of your service/product to your leads.

  2. Enhanced Personalization: Different communication channels provide opportunities to personalize your outreach through merge tags, making your communication more relevant and engaging.

  3. Streamlined Workflow: With multichannel outreach, you can save time and effort by reducing the need to juggle between different tools.

How to Set Up Multichannel in Saleshandy

Setting up a Multichannel in Saleshandy is simple and straightforward.

Step 1: Create a New Sequence

  • Navigate to the Sequences tab.

  • Click on "Create New Sequence" and give it a name.

Step 2: Add Steps to Your Sequence

  • In the sequence builder, click on "Add Step".

  • You can choose from the available Task Types: Email, LinkedIn (Connection Request, Message, InMail, View Profile, Post Interaction), Calling, or Custom Task.

    • Message Variants: To optimize outreach efforts, create multiple variants for Email and LinkedIn Connection Request/Message/InMail/Post Interaction tasks.

    • 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.

Step 3: Configure Each Step

  • If you have added Email, then you can add variants to your emails.

  • If you have added LinkedIn (Connection Request, Message, InMail, View Profile,Post Interaction) as a Task. You must configure details such as the Linkedin Task Type, Linkedin Connection Note, Task Note, Task Priority, Task Assignee, and Step Start Date (Scheduling) for each step.

  • If you have added a Call (Introduction, Demo, Follow-up, Reminder, Other) as a Task, you must configure details such as the Purpose of the Call, Call Task Note, Task Priority, Task Assignee, and Step Start Date (Scheduling) for each step.

  • If you have added a Task as an engagement activity, you can add the Task Title, Task Note, Task Priority, Task Assignee, and Step Start Date (Scheduling) for each step.

  • Step User Actions

    • Task Notes: Add notes to tasks to provide context about the lead and additional instructions for the assignee in the Task Note. Applicable only for LinkedIn (Connection Request, Message, InMail, View Profile,Post Interaction), Calling, or Custom Tasks.

      • Merge Tags Personalization: Utilize the merge tags for dynamic personalization.

      • 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.

    • 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.

      • Step Interval Configuration: Define the interval time between steps, allowing for precise scheduling of tasks.

    • Task Prioritization: Set the priority for each task to effectively manage the sequence of actions.

      1. Low: Tasks with minimal urgency can be addressed after higher priority tasks are completed.

      2. Normal: Standard tasks that should be completed in a timely manner but are not time-sensitive.

      3. High: Important tasks that require prompt attention and should be prioritized over normal and low priority tasks.

      4. Urgent: Critical tasks that need immediate action and should be addressed as soon as possible to avoid delays or issues.

    • Assignee Field: Assign specific tasks to team members to ensure proper distribution and management of workload.

Step 4: Save and Activate

  • Once all steps are configured, Test your Sequence and Save it.

  • Activate the sequence to start the email outreach and manual tasks such as LinkedIn (Connection Request, Message, InMail, View Profile, Post Interaction), Calling, or Custom Tasks.

  • Navigate to the Tasks tab to perform the Tasks.

🚨Important:

  1. 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

  2. You need to navigate to the Tasks tab to complete the tasks that you have created.

  3. You need to connect an Email account to activate the sequence. Without an email account, you can not activate the sequence.

  4. Tasks will be created once the prospect is moved to the next step (Usually, it takes 15 minutes)

  5. 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.

  6. Make sure you have the settings. 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 get 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: Facilitates the integration of various communication channels into your outreach strategy but you need to complete the tasks manually.

Navigating the Tasks Tab and User Actions

  1. Task View: The Task tab comprehensively view all tasks Due Today, Upcoming, Overdue, Completed and Skipped. Tasks are grouped by their due date and are easily navigable.

    1. Task List: The main view shows all tasks grouped by due dates. Click on a task to view more details.

  2. Task Actions: 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.

    If the LinkedIn URL and Contact Details are present, it will automatically highlight the Send Request Button. Click on Send request, and it will navigate you to the Prospect's LinkedIn profile. Just copy the message from the Task Sidebar and send it to your Prospect on LinkedIn Manually.

    Users can mark tasks as completed, skip them, or snooze tasks directly from the Task Sidebar tab. Each Task entry shows relevant information such as Prospect Name, Task Type, Due Date, and Priority.

    1. Mark as Completed: Click the checkbox next to a task to mark it as completed. You can complete the task the from Task Sidebar as well as directly on Tasks tab.

    2. Add Notes: You can click on Task Note and Use the Note section to add any relevant information or instructions for the task.

    3. Snooze Tasks/Reschedule Task: You can temporarily hide tasks that you want to address later by clicking the Snooze button. You can also click on the Calendar icon to reschedule a task to a different date and time. You can snooze the tasks in two ways: from the Tasks Sidebar or the Tasks tab.

  3. Task Details: Provides detailed information about each task, including Task Type, Description, Due Date, Priority, and Assigned User, ensuring that users have all the context they need to execute tasks effectively.

  4. Task Status Updates: If the prospect replies to the email (given that the option to mark the prospect as finished if a reply is received is turned on in the sequence settings), then

    • Completed, Skipped Tasks → It won't have any effect on the completed/skipped tasks.

    • Due Today, Upcoming, Overdue Tasks → These tasks will be aborted and no longer visible in the tasks tab.


    By doing any actions on the prospects (unsubscribing, blacklisting, replying, finishing, pausing, resuming), the tasks will either be aborted (removed from the tasks tab) or brought back (paused to resumed) into the tasks tab.

Filters in the Tasks Tab

The Tasks tab in Saleshandy is equipped with various filters to help you efficiently manage and organize your tasks. Here’s a breakdown of the available filters:

Sequence Filters

Filter tasks based on the sequence they belong to, making it easy to manage tasks within specific outreach campaigns.

Prospect Outcome Filters

Track and manage tasks based on the outcomes of your interactions. The available Prospect outcomes includes below. You can also create Custom Prospect Outcomes as well. Check out How to Create Custom Prospect Outcome?

  • Interested 😃

  • Not Interested 😞

  • Meeting Booked 📅

  • Automatic Response 📧

  • Closed ✅

  • Not Now ⏰

  • Do Not Contact 🚫

Task Priority Filters

Prioritize your workflow by filtering tasks based on their urgency. The priority levels include:

  • Low

  • Normal

  • High

  • Urgent

Owner Filters

Filter tasks based on the assigned owners, allowing you to track the responsibilities and performance of different team members.

Created Date Filters

Organize tasks based on their created date to manage and track tasks that were added within a specific timeframe.

Task Type Filters

You can filter tasks based on their type, allowing you to focus on specific channels and activities. The available task types include:

  • LinkedIn Tasks: Connection Request, Message, InMail, View Profile, Post Interaction

  • Call Tasks

  • Custom Tasks

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:

  1. Admin Role: Can create, edit, and delete sequences. Admins can also manage user roles and permissions.

  2. Manager Role: Can create and edit sequences, view reports, and assign tasks to team members.

  3. User Role: Can execute assigned tasks, view their own performance reports, and interact with sequences as per their assigned tasks.

Questions and Answers

Q: Can I add multiple LinkedIn tasks in a sequence?

A: Yes, you can add various LinkedIn tasks such as Connection Request, Message, InMail, View Profile, and Post Interaction within a single sequence.

Q: How do I prioritize tasks in a sequence?

A: When configuring each step, you can set the priority to ensure the most important tasks are executed first.

Q: 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.

Q: 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.

Q: 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.

Mission accomplished; you've successfully Configured Multichannel in Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

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💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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