The Best Ways to Leverage Automation in Multichannel Email Outreach in 2023

Created On
October 14, 2023
The Best Ways to Leverage Automation in Multichannel Email Outreach in 2023

Nowadays, a wave of multichannel outreach has blown over the roofs of every business. According to a recent research, businesses using certain multichannel strategies have seen a nearly 289% increment in customer engagement. Moreover, many surveys claimed that 75% of consumers want brands to have friendly interactions with them, reaching out to them through advanced channels, along with emphasizing the importance of one-to-one communication. In this sphere, technology turns out to be a powerful weapon for integrated communication, and pursuing a well-planned multichannel approach will definitely increase the rate of happy customers.

What is Multichannel Email Outreach ?

Multichannel outreach is the process of collaborating with different communication channels to attract audiences through social media, blog posts, email, or even phone calls. The main objective of the multichannel email outreach program is to build an adhesive brand image while establishing interactive bonds with audiences to generate leads. Also, businesses that prioritize multichannel outreach are most likely to generate immense annual revenue growth as compared to other companies that are stuck with single-channel methods. Such evolution has consequently spiked competition in the market. Thus, embracing this useful strategy of multichannel seems to be beneficial.

Ways to Leverage Automation in Multichannel Email Outreach in 2023

To learn more about the process, let’s take a glance at some of the insights or ways to leverage automation in multichannel email outreach in 2023:

1)     Identification of Aims

The very first step is to get clear on the goals. Begin by asking questions like, do you want to create brand visibility, work on customer trust values, or just generate leads? Fixing targets will shape a strategy emphasizing the development of the company as a whole.

2)     Segregation of Audience

Try to observe certain audiences' behavioral patterns, demographics, or preferences. Such data will help us know about customers and plan a multichannel approach accordingly based on their interests.

3)     Pick Certain Channels

Here, we have to choose channels considering the pre-determined goals of audiences. We can create channels on platforms where audiences spend most of their time, like phone calls, email, SMS, or direct messages.

4)     Generate Integrated Message

It is important to send consistent brand messages to audiences related to their preferred channels. While drafting the message, try to maintain the tone and format related to the channel. Creating a catchy message helps increase brand visibility.

5)     Build a Content Strategy

Learn about the kinds of content and then pick a suitable one depending on the format of channels or the expectations of audiences. It can be in the form of detailed blogs or videos decorated with attractive graphics.

6)     Fix a Content Calendar

Prepare a productive content calendar, contouring details like what and when content will be posted on channels. Following this procedure allows for a regular flow of content, refraining from creating gaps or overall affecting the reach.

7)     Customization and Division

On Division 1, ,we can label audiences constructed upon demographics, shopping behavior, and so on. It is advisable to personalize content linked to the preferences or interests of the audience.

8)     Select Automation Tools

The best way to leverage automation in multichannel email outreach is by using automated tools to rationalize the process of scheduling or even the circulation of content. Some of the best automated tools are, SendPulse, Smart Reach, Amplemarket, and Klenty. Such efficient tools contribute to creating automated regular schedules, too, without human intervention.

9)     Interaction with Other Channels

Make sure to balance the process of messaging and branding and stay consistent with all channels. It is significant to interact with other channels to create better experiences for the segregated audience and also smooth the brand’s recognition process.

10)  Administration and Development

A proper administration or regular inspection of the internal processes helps in their development. One can monitor the data to recognize which channels or kinds of content are best. So, that strategy can be reshaped based on the optimization level.

11)  Stay Open to Changes

It is crucial to stay updated with trends and change preferences, respectively, ranging from the preferences of the audience to technological developments. However, consistent rechecks on the strategy and staying open to adjustments will increase productivity as well as the development of the brand.

12)  Try and Test

Sometimes, experimenting with different approaches or channels can turn the game on. Take advantage of the A/B testing method to find the difference between varied messaging or visuals that assist in setting strategy with reference to a real-world perspective.

Challenges to Multichannel Email Outreach in 2023

  1.  Zero Consistency

The most common mistake in multichannel email outreach is not being consistent with dropping messages or having slow follow-up. It should be noted that delivering messages to the same audiences through different channels will create confusion among the prospects, and they might lose interest. Remember, sending too many messages or messaging them will irritate them, and the chances of getting ignored will increase. Also, take care of their follow-up messages or replies. This will help you create momentum and boost credibility. However, with proper discussion with the team, a concrete outreach plan must be created aiming at the targets or channels.

  1. Lack of Customization

Sometimes, multi-channel outreach fails to frame relatable or relevant messages that are not at all resonating with the audiences. Avoid using boring templates or scripts for the messages on every channel. Doing this will make the prospects consider the messages as junk messages. Take care of the needs, desires, or preferences of the audiences and send personalized messages to them; this will allow you to establish a strong connection with them. The notion of personalized messages for every prospect will enhance connectivity and elevate brand visibility.

  1. Less Integration

This mistake is a result of improper planning; the multichannel outreach teams operate without appropriate planning and without integrating channels or teams. It is said that no coordination and interaction with the teams or members of other departments will confuse and increase the chances of duplication. This might lead to connecting with the same audiences multiple times or just missing out on the signals. If the opportunity to leverage the strengths of the channels slips,  an integrated and constructive approach to outreach strategy can help to get back the opportunity. One can take advantage of the automated tools to boost integration into channels.

  1. Lack of Arrangement

This challenge of multichannel outreach is related to lack of alignment with our prospects, interests and expectations. It is crucial to develop  understanding about the goals, expectations or motivation of the potential customers. In fact, the decision-making process of the prospects should become easy with accurate information  and value provided by the multichannel outreach. In any case, avoid mismatching the channel or message with the interests or goals of the audiences, it is preferable to recognise the communication style of the prospects for better interaction. This result in engaging and then persuading a segregated audience. Take care of the journey and persona of the prospects by using the influential content, channel or appropriate tone. Don’t forget to respond to the follow up messages or signals of the prospects.

  1. Lack of Measurement

Multi-channel sales outreach fails to measure the effectiveness of your performance across various channels. Along with the problem of measurement, optimization of results also becomes difficult with it if we do not track and check out efforts. Failing to keep track of your performance puts you under a circumstance where you won't be able to understand what doesn't work for you or what does work. Because of lack of measurement, identifying the best channels, timings for your potential customers, messages, etc becomes a tough job. You will face difficulty in improving your conversion rates, thereby, directly affecting your return on investment. To avoid the problem of lack of measurement, you will need to set SMART goals and KPIs for your outreach. Using data and feedback from the prospects and then evaluating it is also important to overcome this problem. You will also need to try methods like hit and trial to find the perfect combination that works for you.

Final Words

Many multichannel marketers are still unaware of the pitfall of not jumping into the market of competition and thus, they prefer sticking to their own comfort zones. In the era of market competition, outreach must be unique and attached to a value proposition and a convincing story. This will not only create the chances of getting noticed but also make the brand shine out in the crowd. However, it is advisable to have a fine and consistent brand image and identity. This will foster trust and recognition among prospects. However, for the growth or development  of any business Multichannel Outreach proves to be a game changer along with efficient planning and usage of automated tools. Don’t let this year, let you achieve less when you are potentially built  to achieve more. So, it’s  time to spike up the number of leads and highlight brand visibility.

Intricate knowledge about the target market, products or services is the basic requirement of every outreach. Essentially, communication, a value proposition, and an impressive story in a simple and concise way help to generate brand value.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

  • dfbvrsg
  • svsv

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Author’s Details

Tanmay Shukla

Tanmay is a SEO Content Writer at Smartlead. His zeal and enthusiasm in writing led him to the path of being a Content Writer. He has been advancing in this field by possessing more knowledge and skills. His constant endeavor has made him a whiz in SEO, Creative Writing, and driving sales through writing.


Edited by:

Tanmay Shukla


Frequently asked questions

General Questions

What are active leads?

Email automation FAQs- Smartlead

Active leads are the contacts you upload in Smartlead, similar to contacts in HubSpot; if you upload 1000 leads to a campaign, they are considered 1000 active leads. If you upload similar leads to a new campaign, they are not considered a “new active lead” as they already exist in our system.

Do you provide mailboxes, or do I need to connect my own?

Email automation FAQs- Smartlead

We don’t offer mailboxes yet. You need to get your own dedicated list of mailboxes using popular providers like Gmail, Outlook, Zoho, and others that exist in the market. Once you get them, follow our detailed guides to connect them quickly.

Do you offer guides and articles on succeeding with cold emails?

Email automation FAQs- Smartlead

Absolutely, one of our most popular guides can be found right here. It's been used by a large percentage of users to go from zero to cold emailing experts. Covering all topics from email infrastructure to copywriting and lead sourcing.

Is another tool needed for warmups?

Email automation FAQs- Smartlead

No, Smartlead has over 200,000 highly reputed mailboxes connected. The advantage you get along with naturalized AI conversations is access to aged domains you will never find in any warmup tool.

What is the API commonly used for?

Email automation FAQs- Smartlead

It is used popularly by agencies to automate their entire lead generation process as well as to connect Smartlead to external tools to push and pull data from. You can also connect to 1000s of apps using Zapier.

What type of businesses sees the most success with Smartlead?

Email automation FAQs- Smartlead

Anyone that can close deals from demos will succeed with Smartlead. It works for Sales companies, Marketing agencies, SaaS businesses, Recruitment, and offline companies (like construction).

Do you provide me with lead sources?

Email automation FAQs- Smartlead

We do not provide you with leads. You will need to use other data providers. These leads can be automatically added to Smartlead using our API or bulk uploaded via our CSV upload system.

Do you integrate with any CRMs?

Email automation FAQs- Smartlead

We're building native integrations with Hubspot, Salesforce, Close, Pipedrive, and many more. The best part, due to our open API and Webhook infrastructure, you can connect to any CRM in the world without an issue.

How many team members can I add?

Email automation FAQs- Smartlead

You can add an unlimited number of team members, as well as assign them roles and authority access.

Do you have custom plans beyond the Pro plan?

Email automation FAQs- Smartlead

Yes, it's common for many people to move to Custom plans after a few weeks. You can view all the options for up to 10M leads on the subscription page once you sign up for free.

Powerful Automated Email Marketing that Drives Sales.

  • All Features Included
  • No Credit Card Required
  • Free Warmup Included