Campaigns

The campaign overview

Campaigns ↗ shows where your contacts came from and how well the outreach is going. The page has two sections: Active and Completed. Contents - Campaigns are not created in inDeal - The Active section - The Completed section - The header - What is clickable - Why your numbers differ from your colleagues' - Next Campaigns are not created in inDeal That is the key point up front: there is no button in inDeal to create, edit or delete a campaign. Campaigns are created in the service your outreach runs through and are then transferred into inDeal. inDeal displays them, adds the results from your leads, and connects the two. Whoever wants to change a campaign's name, duration or content does so at the source. How the connection is set up is covered in the Integrations and Extension category. The Active section Every running campaign is a card. On it you find: 1. An icon for the channel used, next to the campaign name. 2. On the right, a marker for the supply of contacts: Running, Pool almost empty or Pool empty. 3. The progress line with the count, the share processed and the running time, with a bar below it. 4. To its right, the time remaining. 5. At the bottom, four values: Acceptance, Reply, Positive and Meetings. If no campaign is running, it reads No active campaigns. The campaigns page with the Active and Completed sections The Completed section A table instead of cards, with the columns Campaign, Period, Leads, Acceptance, Reply, Meetings and Status. Every row carries the Completed marker on the right. If there are none yet, it reads No completed campaigns yet. The header Below the title sits {active} active · {done} completed. That tells you at a glance how much is running. What is clickable Three places lead onward, each into the lead list filtered to that campaign: - The progress line opens all leads of the campaign. - Reply opens the leads that replied. - Meetings opens the leads with a completed meeting. Acceptance and Positive are deliberately not linked. Neither value comes from individual leads; they are totals from the connected service - there would be no list behind them to explain them. Why your numbers differ from your colleagues' As everywhere in inDeal: with the Sales role you only see figures for your own leads. Two people looking at the same campaign see different values for Leads, Reply, Positive and Meetings. Acceptance and the progress, on the other hand, come from the connected service and are the same for everyone. Next - Campaign metrics - Progress, pool and duration

Campaign metrics

Four values sit under every active campaign. Together they form a chain: each stage is the basis for the next. A campaign card with the four values Acceptance, Reply, Positive and Meetings Contents - Acceptance - Reply - Positive - Meetings - Reading the chain - Under Completed these are absolute numbers - Next Acceptance The share of connection requests that were accepted, measured against those sent. The value comes from the connected service. Hover over it and you see the absolute numbers as "accepted / sent". A low acceptance rate means the contacts are not even responding to the request. That is a question of audience, not of the message. Reply The share of messages sent that got a reply. Here too, hovering shows the absolute numbers. The basis is messages sent, not contacts accepted. A sequence has several steps, so this number is naturally larger than the number of people involved. A low reply rate with good acceptance means the audience is right and the message is not. Positive The share of replies that were positive. The basis is the replies, not all contacts. The value is produced inside inDeal from the sentiment on your leads. It changes as soon as you adjust the Sentiment on a lead. A high reply rate with a low positive share means people are answering, but declining. Meetings An absolute number, not a percentage. It counts the leads of this campaign that sit on Discovery done. Careful, this is the most common mix-up: it counts meetings that happened, not meetings that were booked. A lead on Discovery scheduled does not appear here yet. Nor does a failed meeting. If you expect more meetings than you see, first check whether the leads were actually moved to Discovery done after the conversation. Reading the chain Go from left to right and look for the biggest drop: | What you see | What it means | |---|---| | Acceptance low | The audience does not fit. | | Acceptance good, Reply low | The outreach does not convince. | | Reply good, Positive low | People answer, but decline. Usually offer or timing. | | Positive good, Meetings low | The interest is there but no conversations happen. Usually the follow-up is missing. | The last case is the most annoying, because the work is already done. It is also the quickest to fix. Under Completed these are absolute numbers In the table under Completed, Leads, Acceptance, Reply and Meetings show absolute numbers rather than percentages. A dash under Acceptance means that campaign was never synced. Next - Progress, pool and duration - From campaign to lead

Progress, pool and duration

The middle line of every campaign card answers three questions: how far along the campaign is, how many contacts are left, and how long it still runs. Contents - The progress line - The pool marker - The time remaining - Why progress stops at 100 percent - Active and Completed - Next The progress line It reads {total} leads · {pct}% processed · {n} days in, with a bar below it. - {total} leads is this campaign's entire supply, the pool. - {pct}% processed is the share already contacted. - {n} days in counts from this campaign's first contact. A campaign card with the progress line, pool marker and time remaining If the first contact is unknown, it reads start unknown. If the campaign has never been synced, the whole line is replaced by a dash with the note sync pending, and the bar stays empty. A click on the line opens all leads of the campaign. The pool marker At the top right of the card sits one of three markers. It refers to the contacts that have not been approached yet: | Marker | Meaning | |---|---| | Running | Enough contacts are left. | | Pool almost empty | Less than a tenth of the supply is left. | | Pool empty | Every contact has been approached. | Pool empty does not mean the campaign is over. The contacts already approached keep replying, and meetings keep coming out of them. It only means nothing new is being added. When Pool almost empty appears, that is the moment to add contacts at the source - not once it says Pool empty. If the campaign was never synced, the marker is missing entirely. Without data, inDeal deliberately makes no claim about the supply. The time remaining To the right of the progress line sits the number of days left, calculated from the stored end date. If no end date is stored, or it is in the past, it reads ongoing. Why progress stops at 100 percent The share is capped at 100 percent. If contacts are added at the source, the number approached can briefly exceed the original supply - what you see is still 100 percent, not 104. Active and Completed Whether a campaign sits under Active or Completed is decided by its state at the source, not by the pool and not by the end date. A campaign with Pool empty can stay under Active, and rightly so as long as replies are still coming in. Next - Campaign metrics - When campaign numbers are missing

From campaign to lead

Contacts who reacted to your outreach appear in inDeal as leads. This article covers what happens next and how you carry on from a campaign. Contents - How you spot where a lead came from - From the campaign into the lead list - What to do with these leads - Why the campaign shows more leads than your work list - Replies across all campaigns - Next How you spot where a lead came from Open a lead and look at the Details block. Under Campaign sits the name of the campaign it came from. Next to it you find Channel and Lead source. For leads you created or imported yourself, Campaign stays empty. From the campaign into the lead list Three places on the campaign card lead onward: 1. The progress line opens all leads of the campaign. The list then shows Filtered: {campaign name} · All leads. 2. Reply opens the leads that replied. The note reads Filtered: {campaign name} · Reply. 3. Meetings opens the leads with a completed meeting, marked Filtered: {campaign name} · Meetings. Lead list filtered to one campaign The same three values are clickable in the Completed table. Clicking the note above the list clears the filter again. What to do with these leads Fresh campaign leads need two things, otherwise they fizzle out: 1. A follow-up date. Without a date the lead appears in no work list and in no metric on Home ↗. 2. A sentiment. Set Sentiment to Positive, Neutral or Negative. The campaign's Positive value depends on it, and positive leads are highlighted as hot on Home. After that you work the lead like any other: move the stage on, log what happens, book a meeting. Why the campaign shows more leads than your work list A common case. The campaign counts all of its leads. Open leads ↗ only shows the ones that need something from you - and it excludes cold leads, meaning those on Qualify without a follow-up date and without a sentiment. An incoming campaign lead that nobody has touched yet is exactly that case. It sits under All leads ↗, not in the work list. The way there: open the campaign, click the progress line, work through the list, set follow-up and sentiment. The leads then appear in Open leads. Replies across all campaigns On Home, the Replies metric opens the same kind of list but across all campaigns at once. That is the faster route when you only want to know who replied and the campaign is beside the point. Next - Campaign metrics - Open leads and All leads

When campaign numbers are missing

Not every campaign shows every value. Usually that is not a fault but deliberate restraint: inDeal would rather show nothing than invent a number. This article sorts the cases. Contents - A dash with the note sync pending - A dash with the note no data - A dash without a note - No pool marker - start unknown - ongoing instead of a time remaining - Meetings stays at zero - Positive stays at zero - The campaign is missing entirely - Next A dash with the note sync pending If the progress line is replaced by a dash with the note sync pending and the bar stays empty, this campaign has never been synced with the connected service. That affects every value coming from there: the progress, the pool marker and Acceptance. The values inDeal calculates from your own leads are still shown: Reply, Positive and Meetings. The sync runs by itself. If the state persists for several days, check the connection in Setup under Integrations ↗. A dash with the note no data Hover over a dash and no data appears. That means the basis is missing. - Under Acceptance, the number of requests sent is missing because no sync has happened yet. - Under Reply, the number of messages sent is missing for the same reason. Once the first sync has run, the percentages appear. A dash without a note If a dash sits there and the pointer shows two numbers like "0 / 0" instead, the basis is known but zero. Nobody has been messaged yet. A percentage would not be wrong here, it would be meaningless - hence the dash. No pool marker If the marker at the top right is missing entirely, inDeal has no information about the supply. That too follows from the missing sync. A statement like Pool empty without data would be a claim, not information. start unknown If the progress line ends with start unknown, the time of the first contact was not recorded. Everything else about the campaign is still correct. ongoing instead of a time remaining If the right-hand side reads ongoing instead of a number of days, no end date is stored, or it is already in the past. The end date comes from the connected service and cannot be set in inDeal. Meetings stays at zero The most common case, and it usually has nothing to do with the connection. Meetings counts only leads on Discovery done. As long as leads are not moved to that stage after the conversation, the value stays at zero - no matter how many meetings actually took place. Check that first before you suspect a fault. Positive stays at zero Positive comes from the Sentiment on your leads. If nothing is set there, the value stays at zero. Set the sentiment on the leads that replied and the number fills up. The campaign is missing entirely If a campaign does not appear at all: 1. Check both sections. Completed campaigns sit under Completed, not under Active. 2. Check whether it exists at the source. inDeal does not create campaigns. 3. Check the connection in Setup under Integrations. If that does not help, contact support: Getting help and support. Next - Progress, pool and duration - The campaign overview

Define your ICP

The ICP (ideal customer profile) describes who you want to win with your campaigns: industries, company size, regions and the people you talk to. You find it in the sidebar under ICP ↗. Contents - Analyze your website - Review and save the suggestion - Edit the ICP - Versions and restoring - Who can do what - If the analysis doesn't work - Next Analyze your website As long as no ICP exists, you see a field for your website. It is prefilled with the address from your company profile. Click Analyze website. inDeal then reads your home page and a few matching subpages, for example about services, references or industries. From this it creates a suggestion that describes your target customers, not your own company. This usually takes less than a minute. Prefer to start yourself? Choose Create manually and fill in the empty form. Review and save the suggestion The suggestion appears in the edit form, with the note Suggestion – please review and save. at the top. Nothing is saved yet. Read the suggestion, adjust whatever is off and click Save. Only then does the ICP apply. If the analysis found little content, an extra note appears. In that case it is especially worth completing the details. Edit the ICP Use Edit to change a saved ICP. The form has these sections: - Target industries: up to eight. Type an industry and press Enter or a comma. Use the x to remove it. - Company size (employees): from and to. Leave a field empty if the range is open at that end. - Regions: up to six, entered like the industries. - Contacts: one to five. Each has a role, a type and up to four Challenges. The types are Economic buyer, Champion and Influencer. - Offer, Problem of target customers and Solution: short texts, a counter shows the remaining characters. If there is no economic buyer or no champion, the form points this out. You can still save. With Analyze again your website is read once more. The result comes back as a suggestion. Your current version stays until you save. Versions and restoring Every save creates a new version. Earlier versions are never lost. Above the view you see which version is current, when it was created and whether it came from an AI suggestion or a manual entry. Under Versions you find all earlier states. A click opens a version for viewing. Restore takes over its content as a new version, after a confirmation. Who can do what With the Admin role you analyze, edit and restore versions. With the Sales role you see the ICP and all versions but can't change anything. If the analysis doesn't work Ten analyses per day are possible. After that you can continue the next day. If inDeal finds too little text on your website, for example because it consists mostly of images or embedded content, you get a note instead of a suggestion. You then have two options: - Try another page of your website, such as your services page. - Create the ICP manually. Your ICP is the basis for upcoming features in inDeal, so it's worth keeping it up to date. Next - The campaign overview - From campaign to lead