Add cold calling steps to your campaign
Set up in-app calling or an integration
To make calls from lemlist, you currently have three options:
- In-app Calling feature built into lemlist (recommended)
- Aircall integration
- Ringover integration
Once you have configured lemlist in-app calling or an integration, you can add a call step to your campaign.
How to add a call step in your campaign
1
Go to your campaign’s Sequence section.
2
Click the + sign and select the Call step.
Inside the call step:
1
Add a note that will show when the Call task is created for each lead.
2
If needed, select the Force sender option to assign the task to a specific team member.
After adding the call step, continue setting up your campaign, add leads, and launch it.
Making the call
Once a Call task is created for your lead:
1
Go to the Tasks section.
2
Click on the phone icon or Call button to make the call.
3
Review the note you added earlier under the Call step for guidance.
If you reach your prospect, you have these options:
- Mark as Interested: The deal is won, and the sequence stops for this prospect.
- Mark as Not Interested: The deal is lost, and the sequence stops for this prospect.
You can choose these options by clicking the emojis in the top right corner of the screen.
If you want the campaign to continue, just mark the task as Done. Once done, the lead will move to the next step in the campaign, and the Call task will be removed from your tasks.
Other task options
- Assign: If a colleague knows the prospect better, you can assign the call to them.
- Snooze: Delay the call task for a specific time.
- Unsubscribe: If the prospect asks to be removed, unsubscribe them to stop all future communication.
Pro Tips
- Positioning: Add a call step after the first or second email, when the lead is still warm.
- Preparation: Review past interactions before calling to tailor your conversation.
- Follow-up: After the call, follow up with an email or message to keep the momentum.
Adding a call step increases your chances of success by engaging with your leads in multiple ways.
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