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Flight Plans Checklist
____
Can I send a mass email from my company’s email server (without added
step)?
Can I send to over 150 people at a time?
Can I include multiple stages to a mass email?
Can I set conditional filters based on engagement for each stage of
my drip campaign (i.e. “send next stage in 3 days if no reply”)?
Alternatively, can I upload contacts via a .csv file?
Can I add a CC or BCC?
Are there rich formatting abilities for my email content?
Can I preview each stage of my drip campaign? And edit the
recipient list and/or message preview?
Can I build a drip campaign (multi-stage mass email) directly within
my email client?
____
Can I track clicks on URLs within my emails?
Can I access real-time analytics showing me opens, clicks, replies,
and bounces?
Can I sync my email campaign to report engagement back to CRM
automatically?
Can I save my campaign as a template for future use?
For templates, can I edit individual messages within each stage?
Can I limit inexperienced team members from using this
functionality?
Can I manually remove people from my campaign after a stage
sends, but before the next stage?
Cirrus Insight is the #1 sales application on the
Salesforce AppExchange. Cirrus Insight helps
drive productivity and performance by
bringing Salesforce into Gmail and Outlook
and mobile where salespeople work.
About Cirrus Insight
Start a free 14-day trial,
join a webinar, or schedule a 1:1 live
demonstration at www.cirrusinsight.com
Email us at sales@cirrusinsight.com
or call us at 1-844-287-0950.
Contact Us

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Flight Plans Feature Checklist

  • 1. Flight Plans Checklist ____ Can I send a mass email from my company’s email server (without added step)? Can I send to over 150 people at a time? Can I include multiple stages to a mass email? Can I set conditional filters based on engagement for each stage of my drip campaign (i.e. “send next stage in 3 days if no reply”)? Alternatively, can I upload contacts via a .csv file? Can I add a CC or BCC? Are there rich formatting abilities for my email content? Can I preview each stage of my drip campaign? And edit the recipient list and/or message preview? Can I build a drip campaign (multi-stage mass email) directly within my email client?
  • 2. ____ Can I track clicks on URLs within my emails? Can I access real-time analytics showing me opens, clicks, replies, and bounces? Can I sync my email campaign to report engagement back to CRM automatically? Can I save my campaign as a template for future use? For templates, can I edit individual messages within each stage? Can I limit inexperienced team members from using this functionality? Can I manually remove people from my campaign after a stage sends, but before the next stage? Cirrus Insight is the #1 sales application on the Salesforce AppExchange. Cirrus Insight helps drive productivity and performance by bringing Salesforce into Gmail and Outlook and mobile where salespeople work. About Cirrus Insight Start a free 14-day trial, join a webinar, or schedule a 1:1 live demonstration at www.cirrusinsight.com Email us at sales@cirrusinsight.com or call us at 1-844-287-0950. Contact Us