Re-engage with leads showing intent in your outbound campaigns

Overview#

Re-engaging prospects right when they have opened your emails lets you rapidly double-down on their interest and potential readiness to create new opportunities.

This template demonstrates how to leverage Smartlead within Cargo to enhance your outreach process, ensuring you’re capitalizing on this momentum to connect a sales rep to this prospect.

Re-engage with leads showing intent in your outbound campaigns using Cargo#

Step 1 - Set variables#

Set up your input variables to the workflow

Inputs used in the workflow are set up in the variables node at the beginning of the workflow. This node is used to define the parameters that will be passed through the rest of workflow as inputs to the rest of the nodes.

To power this workflow, the following variables are needed:

• email: The email address of the prospect you're sending emails to
• campaign ID: The ID of the campaign that the email is part of

Step 2 - Receive emails#

Capture signals from Smartlead

Top Cargo users constantly seek ways to boost response rates in outbound email campaigns. A proven method is to prioritize leads that engage with emails. Email marketing tools like Smartlead track engagements and can trigger a webhook notification when a prospect opens an email in your sequence.

This approach is effective because multiple email opens often signal the right time to initiate a more sales-focused conversation.

Once configured, Smartlead sends signals when emails are opened. Cargo receives these signals in a dedicated data model, which can be set up to include relevant data like the recipient’s email address.

Step 3 - Contact enrichment#

Enrich contact details

Since your CRM likely contains information about the prospect enrolled in the email sequence, use the email address captured from Smartlead to set up a CRM search action in your workflow to gather more context. If the prospect isn’t in your CRM, use an enrich node action to obtain additional details.

In case of the latter, you can use your preferred enrichment node to obtain comprehensive data about the stakeholders (e.g., PeopleDataLabs, Waterfall.io are available to use with Cargo credits).

Step 4 - Ping a rep#

Prompt human intervention

At this stage, you have several options. A successful approach involves assigning the lead to a special sales territory dedicated to high-touch follow-ups. Use the allocate node in Cargo to assign the contact to the appropriate sales territory. This feature allows flexible grouping of sales reps based on your strategy while balancing the team’s capacity.

We recommend also adding a Slack node to ping the assigned representative via a simple message that outlines the context and urgency of the opportunity.

In addition, you may choose to trigger further steps in the email sequence to continue nurturing the prospect before a sales representative intervenes.