Introduction
The HPM Configuration feature gives you complete control over how your personalized messaging campaigns operate.
Understanding the Configuration Hub
Navigation Overview
The Configuration Hub is organized into five main sections:
Global Settings: Account-wide configurations that apply to all campaigns
Templates: Message templates and content library management
Automation: Rules and triggers for automated message sending
Quality Controls: Standards and checks to ensure message quality
Analytics: Performance tracking and reporting configuration
Access and Permissions
Configuration access is role-based. Administrators have full access to all settings, while team members may have limited access based on their assigned roles. Contact your account administrator if you need additional permissions.
Global Settings
Default Sender Information
Configure default sender details that will be used across all campaigns:
Navigate to Global Settings in the Configuration Hub
Click on 'Sender Information'
Enter your default name, email, and signature
Save changes
Note: Individual campaigns can override these defaults if needed
Brand Guidelines
Set standards for tone, style, and messaging across your organization:
Define preferred tone: Professional, Casual, or Friendly
Set character limits for different message types
Specify required elements like disclaimers or legal text
Configure company-specific variables
Template Management
Creating Custom Templates
Build reusable templates tailored to your needs:
Access Templates section in Configuration Hub
Click 'Create New Template'
Select template type: Email, LinkedIn Connection, or Post-Connection
Name your template with a descriptive title
Write your message including personalization variables
Add tags for easy searching and organization
Save and test your template
Using Pre-Built Templates
Sprouts provides battle-tested templates for common scenarios. These templates are optimized based on data from thousands of successful campaigns and can be customized to match your specific needs and brand voice.
Template Category | Best Used For |
Cold Outreach | First contact with prospects who have no prior relationship with your company |
Follow-Up | Continuing conversations after initial outreach with no response |
Meeting Request | Requesting time for demos, consultations, or discovery calls |
Content Sharing | Sharing relevant resources, case studies, or thought leadership |
Re-engagement | Reconnecting with dormant leads or past contacts |
Template Variables Reference
Master the full list of available personalization variables to create highly customized messages. Variables can be combined and nested for sophisticated personalization strategies.
Automation Rules
Setting Up Send Rules
Automate when and how messages are sent:
Navigate to Automation in Configuration Hub
Click 'Create New Rule'
Define trigger conditions: What event initiates the message
Set timing parameters: When the message should be sent
Choose message template: Which template to use
Configure frequency: How often the rule can trigger
Test and activate the rule
Common Automation Scenarios
Scenario 1: Welcome Sequence
Trigger: New contact added to database
Action: Send welcome email immediately, follow-up email 3 days later
Scenario 2: Event-Based Follow-Up
Trigger: Contact downloads content or attends webinar
Action: Send personalized follow-up within 24 hours
Scenario 3: Re-engagement Campaign
Trigger: No engagement from contact in 90 days
Action: Send re-engagement email with valuable content
Quality Controls
Spam Prevention
Configure checks to ensure your messages avoid spam filters:
Content analysis: Automatic scanning for spam trigger words
Link limits: Maximum number of links per message
Capitalization check: Alert on excessive use of capital letters
Special characters: Warning on overuse of exclamation marks or symbols
Message Length Guidelines
Set optimal length ranges for different message types:
LinkedIn Connection: 200-300 characters recommended
Post-Connection: 300-500 characters recommended
Email: 150-250 words recommended
Pro Tip: Configure warnings for messages outside recommended ranges while still allowing flexibility
Required Field Validation
Ensure critical information is always included in messages. Set required fields that must be populated before a message can be sent, preventing incomplete or unprofessional communications from reaching contacts.
Analytics Configuration
Tracking Metrics
Choose which metrics to track and how they're calculated:
Send rate: Number of messages successfully delivered
Open rate: Percentage of messages opened by recipients
Response rate: Percentage of recipients who reply
Conversion rate: Percentage who complete desired action
Engagement score: Composite metric of overall interaction quality
Custom Reports
Create custom reports tailored to your needs:
Navigate to Analytics in Configuration Hub
Click 'Create Custom Report'
Select metrics to include
Choose date range and filters
Set refresh frequency
Save and schedule delivery
Advanced Configuration
A/B Testing Setup
Configure experiments to optimize message performance:
Create test variants: Two or more versions of your message
Set split percentage: How contacts are divided between variants
Define success metric: What you're optimizing for
Set test duration: How long the test should run
Review results: Analyze which variant performed better
API Integration
For advanced users, HPM Configuration can be managed programmatically via API. This enables integration with other systems, bulk updates, and custom automation workflows. Contact support for API documentation and access credentials.
Best Practices
Configuration Management
Document your settings: Keep notes on why specific configurations were chosen
Review regularly: Audit configurations quarterly to ensure they're still optimal
Test before deploying: Always test configuration changes in a safe environment first
Use version control: Take advantage of configuration versioning to track changes
Maintain consistency: Ensure configurations align across teams and campaigns
Optimization Strategies
Start simple: Begin with basic configurations and add complexity as needed
Monitor performance: Use analytics to identify what's working and what isn't
Iterate based on data: Make changes informed by actual results, not assumptions
Seek feedback: Ask your team and contacts for input on message quality
Stay updated: Keep up with new features and best practices from Sprouts
Troubleshooting
Configuration Not Saving
If your configuration changes aren't being saved:
Check for validation errors highlighted in red
Ensure all required fields are completed
Verify you have permission to make changes
Try refreshing the page and attempting again
Automation Rules Not Triggering
If automation rules aren't working as expected:
Verify the rule is active and not paused
Check trigger conditions are properly configured
Review timing parameters to ensure they're correct
Check automation logs for error messages