Articles on: Playbooks

Recommended Playbook Settings

Recommended Playbook Settings

Open your Playbooks here.

LeadLoft’s Playbooks offer settings that allow you to place limits on outreach and control when and how leads are engaged.

Below are our recommended settings for Playbooks:

Sending Settings

Daily Enrollment: 10 to start and scale up to 40 over a ~month.
Schedule: Monday-Friday
Sending Timeframe: any time
Time Zone: The time zone you are based in.

For the Daily Enrollment setting, you can enroll unlimited leads into a playbook. If you surpass the daily enrollment limit, LeadLoft will schedule them to be engaged in the future.

Safety Settings

Send Emails to Unverified Emails: Off
Eject from Playbook on Reply: On
Change Lead Stage when Enrolled: Engaging
Change Lead Stage on Reply: Potential
Change Lead Stage when All Steps are Completed: No Response

Playbook Steps

Email Type: Automated
# of Steps: 2 or 3 (1 Initial + 1 or 2 Follow Up Emails)
Follow Up Delay: Start with a delay of 3-5 days and increase thereafter (e.g. 3, 7, 14, 30).

Updated on: 10/01/2023

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