Creating an outbound experience

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Outbound experiences allow you to provide a personalized digital touchpoint to engage your contacts and bring them into your website or landing page. You can create these 1:1 experiences using data from Salesforce or an uploaded CSV. The output is a custom page for each contact, which can be used in advertising, email marketing, and SDR outreach.

Here are some examples of what you can do with outbound personalization:

  • Introduce your brand to target accounts in a memorable way by showing how you solve the unique problem that company or individual is facing
  • Show tailored ROI personalized by your prospect's unique company attributes
  • Engage new leads or re-engage old leads with offers during the buying cycle
  • Show competitor comparison or later stage content to accounts in the middle/bottom of funnel
  • Engage new influencers as the deal progresses with role based content pages
  • Reach out after important trigger events to highlight recent action such as fundraising, new tech stack, hiring, or product enhancements

Creating your experience

  1. Navigate to the outbound section of the app by clicking "Outbound" in your side navigation.
  2. Click on "New campaign" in the top right corner.
  3. Name your campaign and then select the URL that you'll be personalizing. When choosing a URL, its important to remember that there are instances where Mutiny may not load (i.e. if an ad blocker is being used). Because of this, we always recommend making sure that your base URL is a page that you wouldn't mind user's seeing as is.
  4. Select your data source. You can choose to upload a CSV or use Salesforce:
    • CSV - If you choose to upload a CSV, you'll be able to choose whether or not you're uploading companies or individuals. You can also choose whether or not you want to generate screenshots with this campaign.
      Once you upload your CSV, select the column that indicates the company name in your CSV.
    • Salesforce - If you choose Salesforce, you'll have the option to create the campaign based on Contacts, Leads, Accounts, or Opportunities.
      You'll then want to choose how often your data refreshes, whether or not you want to capture screenshots, and whether or not you want to write your data back to Salesforce. Selecting this option will send your personalized link and a screenshot back to a specified field in Salesforce so that you can take advantage of these in your internal processes.

      Finally, you'll want to define your audience using rules.
  5. Once you've created your campaign, you'll have the option to clean up your data.
  6. Then, you can make personalizations to your page using the built in editor functionality.

 

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