Knowledge Base for 7Targets AI Sales Assistant aka Virtual Sales Assistant
If the content of your email is deemed spammy because of some external domain links for tracking urls, then Gmail and Outlook may block your account, or your recipient's email servers may block your emails.
Whatsapp message from the sequence may fail to actually go and there may be different reasons
Learn how a user identifies dropped leads in their Gmail sent box.
When you do not want the first email as context in the bottom of the followup email then you can use this preference.
The AI Sales Knowledge Base Model is engineered to accumulate and maintain essential knowledge needed by the sales team. It promptly delivers relevant information to team members or leads who inquire about specific details.
7Targets is an AI-powered B2B sales solution that intend to assists companies in achieving multi-million dollar sales success within 4 to 5 years. It works by creating virtual sales teams, employing specialized sales approaches, and utilizing long terms nurturing, chatbots and data analytics to engage leads and ensure consistent follow-ups.
Need to use custom fields or parameters for each lead in the uploaded excel as a personalize parameter or variable in the custom message used in the squence
Integrate with Odoo CRM
How to effectively remove leads from your 7Targets account
Unveil the art of skillfully managing pending leads while uncovering the optimal timeframe for resolution within the dynamic landscape of email marketing. Discover how our innovative algorithms and strategic timing insights can empower your email campaigns to conquer bounce-related challenges with finesse.
Engaging with users at different stages of their journey is crucial to ensure they get the most out of your product or service. Whether you have a SaaS solution or any other offering, leveraging 7Targets AI Assistant can greatly enhance user engagement.
To add a download button or clickable image button with a link in your email, you can follow the steps mentioned in this document.
Long-term lead nurturing in sales is vital for building relationships, understanding needs, and establishing trust. It enables timely pitches, educates leads, addresses objections, and outperforms competitors. It boosts customer loyalty, repeat business, and referrals by fostering personalized engagement and consistent communication.
AI-generated messages offer an opportunity to engage with potential leads, establish and nurture relationships, and ultimately convert them into customers. Here are the steps on how to use AI-Generated Messages in 7Targets.
When out of office (OOO) reply is received from the lead, the AI assistant sends the next email after the Out of office date.
7Targets Assistant has a default sequence. And when assigning the contact to the assistnat in Hubspot the default sequence would be picked up. But sometime you want some other sequence to be used instead of default sequence of Assisant. You can do this by following below steps.
Sometimes we may need to change the date of the next followup for multiple leads. This article shows hoe to do it.
When users resign from your company and you need to assign the same account to new users with their new names, you can do so. Or if you want to renam ethe new users in place of resigned users. The following article explains how to do that.
Sometimes, when we send emails as a part of our emailing services ,those mails might land up in spam. Here's how to avoid your emails from landing into spam.
Generally, after meetings, if leads do not convert, people drop leads within 3 months. We want to avoid this leak.So we have come up with ways with which you can avoid these leaks.
How to change assistant name
This post describes the steps on how you can add a new email id and connect it with a 7Targets AI Assistant. This enables all email communications to go via your email account.
EmailCC has various scenarios and understanding them in details will help use this simple and valuable functionality really well.
Ensure accurate lead counts in your Excel file by addressing duplicate email IDs. Learn how to utilize Excel's built-in functions to filter and remove duplicate values, allowing you to identify unique leads accurately. Follow the provided link for step-by-step instructions on handling unique values and duplicates in Excel.
Streamline the renewal process and boost customer retention with this comprehensive guide. Learn how to design a renewal sequence that leverages past experience to enhance customer engagement, address concerns, and achieve higher renewal rates.
Learn about the power of send time optimization in maximizing email engagement. This how-to guide provides insights and steps to help you comprehend and implement send time optimization for your email campaigns, boosting your outreach success.
Explore the rationale behind the recommendation to have 2000 leads per assistant and how it enhances communication efficiency. Learn why this strategy aligns with email sending limits and improves lead handling.
Explore the circumstances and reasons that can result in the blocking of an email account. Learn how 7Targets addresses this issue to minimize the occurrence of email flags and account blocks.
Learn how to access data on the total number of emails opened in a month, going beyond the count of engaged leads. This guide provides step-by-step instructions to filter and analyze email engagement metrics for a specific month.
When it comes to managing leads, 7Targets provides unique advantages over HubSpot emails. This concise guide will explain why utilizing 7Targets is beneficial and demonstrate its key features.
If you want your Assistant to send email from your company domain instead of `
If you want your Assistant to send email from your company domain instead of `
You may wonder which can be the best time to send emails to the Leads.This post describes the ideal timelines you can use.
You may wonder what will happen to the cold leads, when will be the follow-ups sent.
You may wonder what will happen if you uploading 76 leads on a day and the assistant picks the 50 leads according to the plan selected by you.
Dashboard is user specific and each individual can se the leads they have added/uploaded themselves.
You may wonder which can be the best time to send emails to the Leads.This post describes the ideal timelines you can use.
You may wonder what will happen if you sequence a follow-up on weekend which happens to be a holiday for the assistant.
You may want to attach documents in the email that is being sent to the Leads. This post describes two ways in which you can do that.
Processed leads are those whose followup is completed as per the sequence and there was no response from the lead. Sometimes you may want to set a new sequence on processed leads to restart the followup for these leads.
Since the main task of AI Assistant is to draft mails to be sent to the lead, Each AI sales assistant will have a unique email address.
Bounced emails impacts the credibility of the email servers and reduces the deliverability of your emails.
When leads are added or uploaded the assistant validates the leads and if email address is not valid or email bounces back then the leads are automatically deactivated.
Why some leads are showing on risk
If you are trying to unassign the user from a default assistant then it wont be possible,beacuse at least one default assistant is required for the User.
The part of email beyond @ contains ORG name and since each 7Targets account can have only one org_name for multiple users of same org, you cannot change the email address of the assistant beyond the @ part.
When a response is received from the Lead, Users get an email notification.There may be many reasons if the email notification is stopped.
Which browsers are currently supported for using 7Targets AI Assistant
AI Sales Assistant stops emialing under 3 conditions which are if the lead responds,or lead unsubscibes, or the leads is disinterested in your offering.
When a lead replies back to you,what steps you should follow to convert the lead into a Hot lead.
Some user might leave your company or organisation and you may want to assign the user's lead to another user.
Naming an Assistant is a decision which needs to be taken considering Geographical locations and using names prevalent in those locations. This will ensure that the Leads feel a human like connection when an email is sent by the Assistant.
Best practices to handle WARM leads.
Best practices when a lead is Hot.
During uploading of Excel file while adding Leads,the column names are important.
When you (user) reply back to the lead copying Assistant, it is like letting the Assistant know that you have taken care, so do not put the lead at risk.
If the notification email sent by the Assistant bounces then assistant will disable all the notifications.
During uploading of Excel file while adding Leads,the extra columns will get ignored.
Can I have the same lead on two sequences at the same time
When lead sends an attachment, assistant will send an email with the attachment.
Existing leads can be sent many emails or put through any number of Sequences, but they will be counted only once.
While adding leads via excel upload if you want to validate the leads then you need to upload the excel which gets validated automatically.You may check the excel uploaded and then add the leads using Add leads icon.
User may want to stop sending the Whatsapp URL in the emails sent by the Assistant.
Stop Followup is the right option to stop sending the future scheduled emails to the lead.
You get notified when a lead is WARM,but if you want to stop repeat WARM notifications for the lead then you can disable them.
While adding Multiple Leads using an Excel sheet,you may want to stop the excel from getting uploaded. At such times you can cick on Cancel button.
Users can set up Off Days for the Assistant from preferences. On the Off days selected by User, the Assistant will not send emails to the leads.
Users can add some customized documents, videos or photos in the email sent to the Leads.
How to process the Deactivated -> Bounce Risk Leads
Sending of emails can be paused by using the Stop Followup actions
WARM leads are potential Hot Leads.So writing a personalized email will double the chance of response.
If you have links in your emails which are sent to your leads and if you want to know which contacts have clicked on the links.
How to find out when Bounce % will go down
Tags are commonly used to organize and categorize customer data. Tags are labels or keywords that can be applied to different customer records, such leads, and messages, to help users quickly and easily identify and sort them based on shared characteristics.
Contexts are company specific and are used to assign to the leads with specfic intentions.
Generally assistant drafts an email for sending it to the lead.Suppose you may want to change the first line of the email,then you can do that by creating custom sequence and custom message.
Based on what criteria are the leads categorized as Cold, Warm, and HOT
How to Calculate Bounce Rate
Sometimes you may want to remove the Unique number in the subject of the email sent by the assistant.What is this number coming in the email to the prospect.What is the unique number in email subject line.The followng article shows how to remove unique number from subject of the email.
Contexts are company specific and are used to assign to the leads with specfic intentions.
Sometimes you may want to send a new Email to the leads who hve been receivibg emails based on a Sequence selected at the time of addidtion of leads.
If the plan or subscription is cancelled or expires,Assistant stops sending emails to the existing leads.
Some of the leads may respond back asking for a brochure of your company, and assistant can automatically send the brochure to the lead.
Videos and Files are not stored on our servers.
Some of the leads may respond back agree to meet or interested to proceed further and you may want to send a reply immeditely with your shared calender. So the lead can book the meeting.
Some of the leads may respond back agree to meet or interested to proceed further and you may want to send a reply immeditely with your shared calender. So the lead can book the meeting.
How to build HTML email using drag and drop and use that in 7Targets.
Assistant uses the context and more info to make your emails more personal
Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.
Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.
How to know and export the valid leds or email ids.
Want to view the emails scheduled for today and later days too.
Sometimes Assistant sends less emails that the per day limit. Especially just after the leads are added.
Assistants try to figure out where the lead is from so they don't send emails on holidays. You can, of course, change this through the Assistant preference.
Doculens provides insights into when a document was read, pagewise details of which pages were read for how many seconds. All you need to do is insert DocuLens link of your document in 7Targets AI Assistant custom email
When a lead opens an email, assistant responds with an email from a different sequence selected in below settings. Thus gives an opportunity to send emails from a new sequence based whether email was opened or not.
There are several reasons why we see inconsistencies in 7Targets link click report and google analytics reports.
Responses and especially enquiries from a marketing campaign should not be dropped and possibly immediately responded with proper followup. AI Sales Assistant make that possible now.
Connect with all prioritized LinkedIn contacts FASTER. Multiple leads can be selected and then a single action of Search LinkedIn will open LinkedIn in multiple browser tabs for those selected leads.
Some of our customers had good formatting needs for the emails. But struggle when they copy the formatted text from some editor like Microsoft Word or Google docs into 7Targets Custom Message.
Leads which moved out from a company are identified by the assistant and updated as Moved Out sub state.
Assistant validates name and email to help you avoid mistakes
Cancel or Stop followup of certain leads from your lead list
CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead for the assistant to followup. 5% of the lead capacity is reserved for EmailCC to make sure that leads from EmailCC is given priority over others.
Preventing the assistant from send emails to certain domains.
Default Introduce Me message is good but you want to change it a little. It is easily possible via the Assistant preference.
How one user uploads an excel file, then approver verifies and add the leads.
Continue followup and Restart followup are two different actions and purpose. Let's understand these actions in details
How to send Webinar invitations to Selected Audience within minutes, such as to engaged leads or warm leads. This is also about how to broadcast a message to one or more leads.
Assign some of the existing leads to another AI assistant and put on a new nurturing sequence.
Assigning Contacts from JobAdder to your 7Targets AI Sales Assistant is easy. Follow few simple steps and you can then have your Assistant own the contact for Nurturing as well as update the notes of the work done.
An AI assistant interacts with hundreds of leads in parallel. When a lead responds to the AI assistant and asks for a meeting, now the AI assistant needs to introduce her boss to take the conversation forward.
This is about how we can introduce actual human salesperson to AI assistant.
Calling is an important aspect of lead conversion. Knowing whom to call and keep a tag of the call result is critical to simplify the calling process. 7targets make this task easy for you.
Filter the leads by their click on particular links.
AI Sales Assistant will categorize the leads in various states based on the followups and responses. These states are there for the user to help focus on the right leads for conversion.
How to change mismatched data such as name and email addresses.
Keeping the track of particular clicks on link is necessary. These steps are about how to enable "Link clicked notifications".
These steps are about How to stop getting notification of leads or how to disable them.
How to add team members so that they can receive notification from assistant whenever a lead responds to you.
You may want to Invite new users to your Organisation, edit the roles of previous users or even assign an existing assistant to other users in the Organisation
How to edit lead names if you have made spelling mistake in the lead name itself
How assistant suggests a nurturing table by reading your website.
Possible solution when a salesperson drops a lead.
How to see what happened to the leads that were uploaded from a file. Why were some leads not added, what's the status of those leads that were successfully added.
How to handle Warm leads. The warms leads are the ones who have opened your emails more than 3 times.
How to add information in all the emails which will not be changed by the assistant
How to login into your account when you forget your password
How to upload multiple leads from an Excel sheet
How to add details to the assistant such as signature, context, default sequence, brochure url, etc.
How to add details to the assistant such as signature, context, default sequence, brochure url, etc.
What is the format of the excel sheet and from where to download it.
What is the format of the excel sheet and from where to download it.
How to setup a new AI sales assistant. (for example the name, designation, email address, etc)
How to setup a new AI sales assistant. (for example the name, designation, email address, etc)
How the assistant should followup i.e. what message to send, after how many days, etc.
How the assistant should followup i.e. what message to send, after how many days, etc.
How to upload lead nurturing information to the assistant so that all the prospects are nurtured.
How to upload lead nurturing information to the assistant so that all the prospects are nurtured.
Release notes
Frequently Asked Questions
Integrate using API
Integrate with JobAdder
Integrate with 7Targets using Zapier
Integrate with Zoho CRM
Integrate 7Targets AI Assistant with Pipedrive
Assign Leads from Salesforce to 7Targets AI Assistant. Assistant will followup and log the emails in Salesforce.
Integrate with Hubspot CRM
Organization Subscription and Plan
Out of the box Message Library
Custom Message for Custom Sequence
Manage Schedule Sequence
Manage Team members
Assistant Notification Preference
Assistant Nurture Table
Assistant Behavior, Profile and Defaults
Assistant Dashboard
Lead Responses, Lead State and Teach your Assistant
Lead Source
Lead List
Add Multiple Leads
Add Lead
Create your Virtual Assistant
Signup to create your AI Sales Assistant