Once you’ve exported leads to an e-mail campaign and you have logged into https://outreach.soleadify.com, the steps you need to do to get started are:
- Configure and authenticate a sender address
- Asssociate the newly configured sender address to your campaigns
1. Configure and authenticate a sender address
The sender address is the email that will be used to send campaigns to the imported contacts.
The first thing you want to do is to navigate to the Email Accounts tab in the horizontal top menu of our e-mail campaigns component.
Click the upper right button "Add Email Account +" and fill-in the required data. You will notice that you can use different Server Types such as:
- G Suite (Gmail) IMAP
- G Suite (Gmail) API
- Outlook.com or Office 365
- Exchange Server
Selecting a particular Server Type from the above will require additional configuration steps based on your selection. In most cases, the initial steps need to be taken by the administrator of the chosen e-mail platform.
Since most of our users will want to use their Google Apps or Google Mail accounts for sending, please follow these additional resources that complement the on-screen instructions:
- G Suite (Gmail) IMAP: https://support.google.com/a/answer/6260879?hl=en
- G Suite (Gmail) API: https://support.google.com/a/answer/7281227?hl=e
Once you have succesfully followed the on-screen steps, click "Add Email Account" and a green bar should be displayed, along with the just added sender address.
2. Associate the newly configured sender address to your campaigns
After you have configured an email sender, it’s time to navigate to Campaigns. You will see a list of Campaigns that state "No email" below their title.
Click the Gear icon on the right in order to edit the campaign.
The edit view will show a message on a yellow background indicating there are no Email Accounts associated to the Campaign, as below:
Click "Select Email Accounts" in order to select a previously configured sender address.
In the Emails select box that is now visible, select the previously configured email sender and click the "Select Email Account" button, as per below:
You will be redirected to the Campaign Details, that will show a succesful message, along with the below sender address that has just been added.
Great! Now you’re ready to start authoring your Campaign Sequence, which we cover in a separate article.