If you're sick of sending cold emails one by one, or juggling spreadsheets just to keep track of your outreach, this guide's for you. We're going to walk through, step by step, how to set up automated outreach campaigns in Oppwiser. Whether you're in sales, partnerships, or just trying to get responses from busy people, I'll show you how to actually get Oppwiser working for you—without wasting time on bells and whistles you don't need.
Let's dig in.
Step 1: Get Clear on Your Real Goal
Before you even open Oppwiser, decide what you want: More meetings? Replies to a survey? Demo signups? If you can't say it in one sentence, you're not ready to automate.
- Pro tip: Automation only amplifies your message. If your pitch is fuzzy or irrelevant, no tool can save you.
- What matters: Have a clear, short ask. Know your audience.
- What doesn't: Fancy templates, “AI-powered subject lines,” or sending more messages for the sake of it.
Step 2: Build Your Target List (Don’t Get Lazy Here)
Oppwiser lets you import leads, but the quality of your list is everything. Garbage in, garbage out.
Your options for building a list:
- Manual CSV upload: Start with a spreadsheet of names, emails, and any custom data.
- CRM sync: If you’ve got your contacts in a CRM Oppwiser supports, use the integration.
- Oppwiser’s built-in sourcing: Some plans include tools for finding leads, but double-check the data quality—these lists are often hit-or-miss.
What works: Hand-picked lists. It takes longer, but you’ll see better replies.
What doesn’t: Huge, scraped lists. You’ll get ignored or land in spam.
Pro tip: Add fields for personalization (like “Company Name” or “Recent Project”) to your data. Personal details matter more than perfect grammar.
Step 3: Connect Your Email (and Double-Check Deliverability)
You’ll need to hook up your email account to send messages through Oppwiser. Usually it’s Gmail, Outlook, or SMTP.
- Follow the prompts: Oppwiser walks you through connecting your inbox.
- Warm up your email: If your account is new or you’re ramping up volume, consider a warm-up period. Sudden spikes in sending = spam filters.
- Authenticate: Set up SPF, DKIM, and DMARC records if you haven’t already. Oppwiser may guide you, but your IT person (or Google) can help.
Don’t skip: Testing. Send a few emails to yourself and colleagues. Check for spam folder issues and weird formatting.
Step 4: Write Your Outreach Sequence (Keep It Human)
Now you’re ready to build a sequence—basically, the series of emails Oppwiser will send for you.
Here’s how to do it without sounding like a robot:
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Create your first email (the “pitch”)
- Be direct. “I saw your work on X, and I think Y could help you.”
- Keep it under 100 words. Rambling kills replies.
- Use simple merge fields for personalization (like {{first_name}}, {{company}}).
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Add follow-ups
- Oppwiser lets you schedule automatic follow-ups if someone doesn’t reply.
- Space them out: 2-4 days between emails is plenty.
- Each follow-up should add something new (a question, a resource, a short nudge). Don’t just say “bumping this up.”
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Set conditions
- Stop the sequence if someone replies. Otherwise, you’ll look clueless.
- Optional: Add a “breakup” email at the end. (“I won’t keep bugging you—if you’re interested, just let me know.”)
What works: Short, personal, and specific messages. One ask per email.
What doesn’t: Templates that sound robotic, or trying to automate “relationship-building” with fake friendliness.
Step 5: Set Up Personalization
This is where Oppwiser shines (when used right). You can use custom fields to drop in details for each recipient.
- Use merge tags: Fill your emails with things like {{first_name}}, {{company}}, or {{last_purchase}}.
- Check your data: Nothing says “spam” like “Hi {{first_name}},” when the field is empty.
- Preview before sending: Oppwiser has a preview tool—use it to catch missing or awkward fields.
Pro tip: Limit yourself to one or two personalized details per email. Any more, and it starts to look forced (or breaks).
Step 6: Configure Sending Settings (Don’t Get Greedy)
Blasting out hundreds of emails at once is a great way to get blacklisted.
- Daily sending limits: Start low (20-50/day), especially if your domain is new.
- Randomize send times: Oppwiser can stagger the emails. Use it. Robots send at 9:00 a.m. sharp—humans don’t.
- Pause on replies: Make sure Oppwiser stops the sequence when someone writes back. Otherwise, you’ll annoy the few people who do answer.
What works: Slow, steady sending. Build up volume over weeks.
What doesn’t: “Spray and pray.” More emails ≠ more meetings.
Step 7: Test Everything Before Going Live
Don’t trust any tool—Oppwiser included—to get it perfect the first time.
- Send test sequences to yourself and a friend.
- Check for typos, broken merge fields, and spam triggers.
- Look at how the emails render on desktop and mobile.
Pro tip: If your test emails look like obvious automation, so will your real ones. Rewrite anything that feels off.
Step 8: Launch & Monitor (But Don’t Obsess)
Hit launch once you’re happy, but keep an eye on things for the first week.
- Check reply rates and open rates. If nobody’s biting, your message is off.
- Watch for bounces and spam complaints. Too many means your list or message quality is poor.
- Tweak timing and follow-up messages as needed.
What works: Small changes, one at a time. Give each tweak a few days before judging results.
What doesn’t: Changing everything at once, or obsessing over tiny open rate changes.
Step 9: Handle Replies Like a Human
Automation gets you in the door. After that, it’s all manual.
- Reply fast. The sooner you respond, the better your chances.
- Drop the script. Once someone replies, be yourself. Don’t send copy-pasted responses.
- Update Oppwiser: Mark leads as “replied,” “meeting set,” or “not interested” to keep things organized.
Pro tip: The best outreach campaigns aren’t about volume—they’re about conversations.
Step 10: Review, Tune, and Repeat
No campaign is perfect out of the gate.
- Look for patterns: Which messages get replies? Which get ignored?
- Cut what doesn’t work: Don’t be sentimental about a clever line that never gets a response.
- Rinse and repeat: Update your list, tweak your copy, and start again.
Final Thoughts: Keep It Simple, Iterate Fast
Automated outreach in Oppwiser isn’t magic. It’s a way to save time on repetitive tasks, so you can focus on real conversations. Don’t get sucked into over-automation or “growth hacks.” Start small, keep your messaging honest, and improve as you go.
Most importantly, remember: people don’t respond to tools—they respond to people. Use automation to start the conversation, but let your human side do the rest.