Automate your email outreach

Email outreach takes time. Start by sending 10 emails a day and after a while you're doing 100 emails a day just to keep up with your follow ups. We've got another idea: Set your outreach on autopilot and step back in control when it's needed. This is how you get started.

Setup your automation

Once you've setup your templates head over to Automations in the main menu and click the "New automation" button.

  1. Start by picking a name for your automation. For example: Outreach.
  2. Set your sending schedule by chosing if you want emails to only be sent on Monday-Friday or on all days of the week. We'll automatically account for this when scheduling the emails.

After choosing a name and sending schedule you can continue with setting up the automation steps. A step can be either:

  1. Send email: This step will send an email specified by you. You can choose to send as a new thread or as a reply to your previous email step.
  2. Change status: Changes the status of the contact.
  3. Archive contact: Archives the contact.
  4. Wait: Number of days to wait between steps.

Create a new step by clicking the buttons "Send email", "Change status", etc. You can use the arrows to move steps up and down in order.

When you've created all your steps for the automation you can go ahead and click "Create". Now it's ready to be sent to any contact by just clicking a button.

💡
Changing an email template will not affect automations created before the change. 

Send automation to contact

Starting an automation on a contact is as easy as pressing play. Just head over to the contact, select the automation and click "Start".

💡
Before sending an automation to a contact you need to setup email sending settings. 
Setup email sending
To be able to send email with Wobaka you need to set your SMTP settings. This can be done in Settings > Email settings. 1. Check “SMTP settings enabled” 2. Enter your SMTP Host, Port, Username and Password Click “Test and save”. This will test your settings and if everything works
Start automation on contact

Customize emails for sending

Once you're automation you still have the option to customize your emails for just this contact. This makes it super easy to create highly personalized outreach campaigns.

Emails that have not yet been sent have a future sending date and will appear in blue. Just click the edit button to customize.

Preview of automated steps

When you get a reply

When someone has replied to your automation you may want to cancel future steps. This is done by clicking the check icon on the automation, which will mark it as replied. You can also do this when you get a reply after an automation has completed to change the status of the automation from completed to replied.

Mark as replied

Cancel an automation

Finally, you can also cancel an automation for any other reason by clicking the the cross icon. This will also delete all future steps.

Cancel future steps

That's it! We hope you'll enjoy saving hours on email outreach, every day 🚀.

Bonus: Create a email templates for reuse

Setting up automations is much easier when you've already created a few templates to pick from. You can create and manage your email templates under Email templates. You can dive deeper into how merge tags work and other template features here:

Managing email templates
Email templates are a super useful way to create reusable emails to be used in automations and shared with your team. You can manage all your and your team’s email template under Settings > Email templates. Customize emails with merge tags You can make highly personalized emails for your outreach…
Email template editor
Manage your email templates for reuse in automations