{"id":732,"date":"2023-09-04T18:42:53","date_gmt":"2023-09-04T18:42:53","guid":{"rendered":"https:\/\/reachowl.com\/blog\/?p=732"},"modified":"2025-06-16T10:58:53","modified_gmt":"2025-06-16T10:58:53","slug":"build-advanced-crm-automate-stages-campaign","status":"publish","type":"post","link":"https:\/\/reachowl.com\/blog\/build-advanced-crm-automate-stages-campaign\/","title":{"rendered":"How to Build Advanced CRM &amp; Automate Stages with Campaign"},"content":{"rendered":"<p><iframe title=\"ReachOwl - Built-in CRM &amp; Stage Automation\" width=\"1200\" height=\"900\" src=\"https:\/\/www.youtube.com\/embed\/uJjBzY2PhII?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>Effective outreach and relationship management require a well-structured approach. With ReachOwl&#8217;s <a href=\"https:\/\/reachowl.com\/blog\/advanced-crm-dm-automation-feature-outreach\/\">advanced CRM<\/a> and stage automation features, you can optimize your outreach efforts and ensure seamless communication with your contacts.<\/p>\n<p>Here&#8217;s how to leverage these capabilities:<\/p>\n<p><b>Step 1: Access CRM Stages<\/b><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/1-1.png\" alt=\"\" width=\"1583\" height=\"782\" \/><\/p>\n<p>Begin by logging into your ReachOwl account. From the CRM dropdown menu, select &#8216;Stage.&#8217; This will open up the CRM Stages interface.<\/p>\n<p><b>Step 2:<\/b> <b>Set Up Your Pipeline Stages<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/2.png\" alt=\"\" width=\"1580\" height=\"780\" \/><\/p>\n<p>In the CRM Stages interface, you can set up your pipeline stages. These stages can be named according to your preferences, such as &#8216;Newly Added,&#8217; &#8216;Messaged,&#8217; &#8216;Warm Leads,&#8217; &#8216;Interested,&#8217; or any labels that reflect your campaign&#8217;s progression.<\/p>\n<p><b>Step 3: Create a campaign\u00a0<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/3.png\" alt=\"\" width=\"1582\" height=\"781\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/3-b.png\" alt=\"\" width=\"1583\" height=\"779\" \/><\/p>\n<p>To apply your stages effectively, you&#8217;ll need to create a campaign. Click on the &#8216;Campaign&#8217; option and click on create campaign.<\/p>\n<p><b>Step 4: Access Your Facebook Groups<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/4.png\" alt=\"\" width=\"1578\" height=\"780\" \/><br \/>\nClick on &#8220;Facebook Group Members,&#8221; and you&#8217;ll see that ReachOwl already accesses all the Facebook groups linked to your account.<\/p>\n<p><b>Step 5: Select the Target Facebook group<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/5.png\" alt=\"\" width=\"1576\" height=\"781\" \/><\/p>\n<p>From the list of your Facebook groups, choose the one you want to target for your messaging campaign.<\/p>\n<p><b>Step 6: Option for Message Sequence<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/6.png\" alt=\"\" width=\"1581\" height=\"781\" \/><\/p>\n<p>Choose the &#8220;Message Sequence&#8221; option to craft a series of messages that resonate with your target audience.<\/p>\n<p><b>Step 7: Name Your Campaign<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/7.png\" alt=\"\" width=\"1584\" height=\"782\" \/><\/p>\n<p>Give your campaign a name that helps you easily identify its purpose and content.<\/p>\n<p><b>Step 8: <\/b><b>Select the Account to Run Your Campaign<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/8.png\" alt=\"\" width=\"1580\" height=\"779\" \/><\/p>\n<p>Choose the account from which you want to run the message campaign.<\/p>\n<p><b>Step 9: <\/b><b>Set Up a Daily Limit on the Number of Messages<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/9.png\" alt=\"\" width=\"1582\" height=\"778\" \/><\/p>\n<p>You can control the number of messages sent per day, you can set a daily limit between 5-35 messages depending on the profile value, and you can avoid sending the exact same number of messages with the same message every day and make sure to shuffle your script or use a different script every two days.<\/p>\n<p><b>Step 10: Define Your Audience<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/10.png\" alt=\"\" width=\"1583\" height=\"781\" \/><\/p>\n<p>Determine the keywords you want to target in the bio to identify potential recipients. For example, CEO, Founder, Entrepreneur, Business Owner, etc.<\/p>\n<p><b>Step 11: <\/b><b>Exclude Audiences with Certain Words<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/11.png\" alt=\"\" width=\"1580\" height=\"782\" \/><\/p>\n<p>Identify the keywords that indicate you want to exclude certain groups from the campaign. For instance, a freelancer, student, intern, etc.<\/p>\n<p><b>Step 12: <\/b><b>Set the Minimum Number of Friends in Common<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/12.png\" alt=\"\" width=\"1583\" height=\"781\" \/><\/p>\n<p>You can choose to establish a minimum number of friends in common that are required to send the messaging campaign.<\/p>\n<p><b>Step 13: <\/b><b>Send messages to new prospects only?<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/13.png\" alt=\"\" width=\"1584\" height=\"782\" \/><\/p>\n<p>You can choose whether you want to send the campaigns to new people or to the people you already have conventions with.<\/p>\n<p><b>Step 14: Access Advanced CRM Automation<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/14.png\" alt=\"\" width=\"1999\" height=\"981\" \/><\/p>\n<p>Scroll down to find the Advanced CRM Automation section.<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Define Contact Scanned and Added. Set the stage for a contact when they&#8217;re scanned and added to the campaign.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Add to Stage. Automatically move the contact to the &#8220;Newly Added&#8221; stage.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Contact Has Sent a Message. Add the event when a contact sends a message.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Add to Stage. Automatically move the contact to the &#8220;Messaged&#8221; stage.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Contact Reply to Your Message. Set the event for when a contact replies to your message.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Add to Stage. Automatically move the contact to the &#8220;Warm Leads&#8221; stage.<\/li>\n<\/ul>\n<p><b>Step 15: Proceed to Next<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/15.png\" alt=\"\" width=\"1999\" height=\"1003\" \/><\/p>\n<p>Continue to the next step of campaign setup.<\/p>\n<p><b>Step 16: Compose the Message<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/16.png\" alt=\"\" width=\"1587\" height=\"781\" \/><\/p>\n<p>Craft personalized messages using the recipient&#8217;s name variable ({{name}}).<\/p>\n<p><b>Step 17: Add Multiple Messages<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/17.png\" alt=\"\" width=\"1585\" height=\"782\" \/><\/p>\n<p>Enhance your message sequence by adding multiple engaging messages.<\/p>\n<p><b>Step 18: Set Up the Messaging Sequence<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/18.png\" alt=\"\" width=\"1569\" height=\"782\" \/><\/p>\n<p>Craft follow-up messages and stagger delays between each to ensure effectiveness.<\/p>\n<p><b>Step 19: Save Your Campaign<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/19.png\" alt=\"\" width=\"1583\" height=\"781\" \/><\/p>\n<p>Preserve your campaign settings by clicking &#8220;Save.&#8221;<\/p>\n<p><b>Step 20: Start Your Campaign<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/20.png\" alt=\"\" width=\"1579\" height=\"782\" \/><\/p>\n<p>Initiate your messaging campaign by clicking &#8220;Start My Campaign.&#8221;<\/p>\n<p><b>Step 21: Utilize CRM Insights<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/21.png\" alt=\"\" width=\"1999\" height=\"998\" \/><\/p>\n<p>Access the CRM section to view your audience list and their assigned stages.<\/p>\n<p><b>Step 22: Filter Contacts by Campaign<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/22-a.png\" alt=\"\" width=\"1585\" height=\"780\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/22-b.png\" alt=\"\" width=\"1584\" height=\"779\" \/><\/p>\n<p><b>Step 23: Download Your Filtered List<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/23.png\" alt=\"\" width=\"1582\" height=\"781\" \/><\/p>\n<p>Once you&#8217;ve refined your list to include only the contacts you want, it&#8217;s incredibly simple to download it. Look for the &#8216;Download&#8217; button, usually located prominently on the page. Clicking this button allows you to save your filtered list for future reference or outreach.<\/p>\n<p><strong>Step 24: Stage changed<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/24.png\" alt=\"\" width=\"1585\" height=\"781\" \/><\/p>\n<p>As soon as someone sends a message or reply the stage will be changed automatically.<\/p>\n<p><b>Step 25: Stage option<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/25.png\" alt=\"\" width=\"1582\" height=\"781\" \/><\/p>\n<p>Go back to CRM to scroll down and click on stage option<\/p>\n<p><b>Step 26: Assign a Template message<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/26-a.png\" alt=\"\" width=\"1583\" height=\"781\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/26-b.png\" alt=\"\" width=\"1582\" height=\"781\" \/><\/p>\n<p>You can assign a template message for each stage by just clicking the 3 dot and click on edit stage message<\/p>\n<p><b>Step 27: Select a Message Template<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/27.png\" alt=\"\" width=\"1587\" height=\"779\" \/><\/p>\n<p>Choose an appropriate message template from your library or create a new one. Customization is the key to effective communication.<\/p>\n<p><b>Step 28: Save Your Message Template<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/28.png\" alt=\"\" width=\"1580\" height=\"781\" \/><\/p>\n<p>After adding or editing your message template, be sure to click &#8216;Save.&#8217; Now your stage is equipped with a message template that will be sent to contacts in that stage.<\/p>\n<p><b>Step 29: Contact List<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/29.png\" alt=\"\" width=\"1584\" height=\"781\" \/><\/p>\n<p>Go back to your contact list by clicking contact option<\/p>\n<p><b>Step 30: Select profile<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/30-a.png\" alt=\"\" width=\"1584\" height=\"779\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/30-b.png\" alt=\"\" width=\"1586\" height=\"786\" \/><\/p>\n<p>Select\u00a0 the profile you want to send message then click on send message option you will get option and click on ok button<\/p>\n<p><b>Step 31: Send Message<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/31-a.png\" alt=\"\" width=\"1584\" height=\"779\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/31-b.png\" alt=\"\" width=\"1583\" height=\"780\" \/><\/p>\n<p>Select the profile you will see the profile their name, bio and eventually their conversation history<\/p>\n<p><b>Step 32: Compose Your Message<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/32.png\" alt=\"\" width=\"1581\" height=\"782\" \/><\/p>\n<p>Craft your message for the selected contact. Use this opportunity to introduce yourself, share your objectives, or simply start a meaningful conversation. The message editor allows you to personalize your content.<\/p>\n<p><b>Step 33: Send your message<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/33.png\" alt=\"\" width=\"1583\" height=\"780\" \/><\/p>\n<p>After composing your message, click the &#8220;Send&#8221; button to dispatch it to your chosen contact. Your message will be delivered directly to the recipient&#8217;s ReachOwl inbox.<\/p>\n<p><b>Step 34: Add Notes and Save<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/34-a.png\" alt=\"\" width=\"1584\" height=\"782\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/34-b.png\" alt=\"\" width=\"1576\" height=\"779\" \/><\/p>\n<p>Enhance your contact records by adding notes to capture important details of your interaction. These notes can include key points from your conversation, future follow-up ideas, or any relevant information. Save these changes for future reference.<\/p>\n<h3><b>Conclusion<\/b><\/h3>\n<p>By mastering <a href=\"https:\/\/reachowl.com\/\">ReachOwl&#8217;s<\/a> Advanced CRM and Stage Automation features, you&#8217;ll have a systematic approach to outreach, ensuring efficient communication with your contacts and ultimately boosting your campaign&#8217;s effectiveness.<\/p>\n<p>So, take advantage of these tools to elevate your outreach game and achieve your goals with ease!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Effective outreach and relationship management require a well-structured approach. With ReachOwl&#8217;s advanced CRM and stage automation features, you can optimize your outreach efforts and ensure seamless communication with your contacts. Here&#8217;s how to leverage these capabilities: Step 1: Access CRM Stages Begin by logging into your ReachOwl account. From the CRM dropdown menu, select &#8216;Stage.&#8217; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7805,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[7,6,11],"class_list":["post-732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-automation-tool","tag-outreach","tag-tutorials"],"acf":[],"rttpg_featured_image_url":{"full":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50.png",2240,1260,false],"landscape":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50.png",2240,1260,false],"portraits":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50.png",2240,1260,false],"thumbnail":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50-150x150.png",150,150,true],"medium":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50-300x169.png",300,169,true],"large":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50-1024x576.png",1024,576,true],"1536x1536":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50-1536x864.png",1536,864,true],"2048x2048":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-50-2048x1152.png",2048,1152,true]},"rttpg_author":{"display_name":"usamanoman","author_link":"https:\/\/reachowl.com\/blog\/author\/usamanoman\/"},"rttpg_comment":9,"rttpg_category":"<a href=\"https:\/\/reachowl.com\/blog\/category\/tutorials\/\" rel=\"category tag\">Tutorials<\/a>","rttpg_excerpt":"Effective outreach and relationship management require a well-structured approach. With ReachOwl&#8217;s advanced CRM and stage automation features, you can optimize your outreach efforts and ensure seamless communication with your contacts. Here&#8217;s how to leverage these capabilities: Step 1: Access CRM Stages Begin by logging into your ReachOwl account. From the CRM dropdown menu, select &#8216;Stage.&#8217;&hellip;","_links":{"self":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/comments?post=732"}],"version-history":[{"count":15,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/732\/revisions"}],"predecessor-version":[{"id":9735,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/732\/revisions\/9735"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/media\/7805"}],"wp:attachment":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/media?parent=732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/categories?post=732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/tags?post=732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}