Using LeadJabber
Sequences, contacts, lists and the Engager in daily use.
- Create a sequence in the Sequence BuilderA sequence is a series of stages, each with a duration and one or more actions such as sending an email. Click Create a Sequence (or Sequences, then New Sequence), add a…3 min read
- Add contacts to a sequenceGo to Sequences in the left menu, choose Sequences, select the sequence and click Manage. Click the add contact icon on the stage you want, usually stage 1, and choose New contact,…3 min read
- Remove a contact from a sequenceContacts are removed automatically when they reply, if the sequence is set to do so. To remove someone manually, open their contact card, go to Sequences and click the trash can next…2 min read
- Choose when contacts are sentWhen you add contacts to a sequence or reply from the Engager, the Schedule for field shows when the email goes out. Click the calendar icon to pick another date, hour and…2 min read
- Import contacts from a CSV or Excel fileGo to Contacts & Lists, then Import, click Import and upload a .csv or .xlsx file. Choose whether to overwrite existing contacts and whether to add the contacts to a list, check…3 min read
- Create a contact list and add contactsLists are how you group contacts in LeadJabber. Go to Contacts & Lists, then Lists, click Create and choose Empty list, No response or Not interested. Add contacts with Edit List, from…2 min read
- Organise contact lists: split, merge, rename, delete and groupIn Contacts & Lists, then Lists, select a list and open the Tools menu to split or merge it or transfer its contacts to another user. Click Delete to delete it, and…2 min read
- Create a contactGo to Contacts & Lists, then Contacts, click New, fill in the details and click Save. You can also create a contact while adding it to a sequence, or in the Engager…2 min read
- Create custom fieldsA custom field stores your own information about a contact or a company, such as an industry or a personal opening line. Click your name in the top right corner, choose Custom…3 min read
- Handle replies in the EngagerThe Engager collects every reply to your sequences in a pipeline from Not Interested to Won. Select a reply and click View Reply to read it, then use Set Status to move…3 min read
- How the Engager sorts repliesWhen a contact replies, LeadJabber evaluates the reply with AI and places the contact in the Engager. Positive replies go to Leads, neutral replies to Prospects and negative replies to Not Interested.…3 min read
- Manage your unsubscribe listClick Unsubscribed in the menu on the left. The list applies to the whole account and shows every email address and domain that LeadJabber will not send to. Contacts who click the…4 min read
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