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Help CentreSmartReach APIsChangelog

Quick Start

  • Getting Started With SmartReach.io
  • Features Available During The Trial at SmartReach.io
  • Best Practices To Create A Great Cold Email Campaign

Start Email Only Campaign

  • Campaign Creation (Only Email)
    • Add First Email & Follow-Ups
    • Create & Share Email Templates
    • How To Insert HTML Based Template In SmartReach?
    • Email Formatting Options
    • Send Test Email
    • Copy An Existing Campaign
    • Multichannel Drip Campaigns: How They Work
  • Inbox Rotation
    • Inbox Rotation Features
    • How To Assign Multiple Inboxes In A Campaign?
    • Inbox Rotation FAQs
  • A/B Testing In SmartReach.io
    • A/B Testing
    • Pause Variants In A/B Testing
  • Merge Tag
    • Create & Map Merge Tags
    • Conditional Merge Tags
    • Missing Merge Tags
    • Campaigns FAQ
  • Spintax
    • How to Use Spintax for Bulk Cold Emails Effectively
    • Understanding the Spintax Format
    • Creating Variations In Sentences
  • Adding Prospects
    • Upload Prospects From CSV
    • Upload Prospects From 3rd Party Tools
    • Workflow Automation
    • ProspectDaddy Social-Business Email Finder
    • Find Email Addresses Of Your Prospects
    • CSV uploads FAQs
    • Rearranging the Prospect column
  • Email Account Integration
    • Steps To integrate Your Email
    • Receiving Replies Email Account
  • Adding the Signature
  • Campaign Settings
    • Schedule Email Delivery
    • Sending Holiday Calendar
    • Unsubscribe Link/Text
    • Track Opens/Clicks
    • Add To Do Not Contact List
    • Content Settings
  • Preview & Start
    • Editable Preview
    • Campaign Soft-Start
  • FAQ - Email Campaign Related
    • What Is Custom Tracking Domain & Why Is It Used?
    • How Does SmartReach.io Track Email Opens and Clicks?
  • How to buy secondary domains & emails?
    • Maildoso Domains & Emails
    • Zapmail Domains & Emails

Email Accounts INTEGRATIONS

  • Google Workspace
    • Connect Google Workspace via O-Auth
    • Connect Google Workspace With App-specific Password
    • Setting Up SPF, DKIM, DMARC in Google Workspace
    • Reconnect Google Workspace With App Specific Password
    • How Does SmartReach Uses Gmail APIs
  • Office 365
    • Connect Office365
    • Change Sender Name
    • Common Issues With Office365 Emails
    • Setting Up SPF For Office 365 accounts
    • Setting Up DKIM For Office 365 accounts
    • Office 365 - Resolution for Bad Outbound Senders
    • How to Authenticate SMTP for Microsoft accounts - Purchased directly through Microsoft 365?
    • Microsoft Consent Approval
    • Microsoft emails getting rejected with "550 5.4.1" Error
  • SendGrid
    • Connect SendGrid
    • Setup New Domain In SendGrid
    • Finding Your SendGrid API Key
  • Mailgun
    • Connect Mailgun
    • Setup Mailgun
  • SMTP-IMAP
  • Unlimited Email Accounts
  • Rediff
    • Connect rediff account to SmartReach.io
  • NameCheap
    • Connect NameCheap account to SmartReach.io
  • Amazon SES
    • Connect your Amazon SES with SmartReach.io
  • Exchange
  • Email Integrations FAQs

PROSPECT MANAGEMENT (FREE CRM)

  • Prospect Management
    • Change The Owner Of Prospects
    • Prospect Feed
    • Prospect Filters
    • Prospect Category
    • Adding A Time Zone Column In Your CSV File.
    • Duplicate Prospect Detection
    • Prospect History/Timeline
    • Prospect Tags
    • Prospect actions when they reply : Reply Handling

Integrations

  • HubSpot Integration
  • Salesforce Integration
  • Zoho CRM Integration
  • Pipedrive Integration
  • Zapier
  • RB2B Integration
  • Clay Integration
  • Slack Integration
  • Integration FAQs
  • Make.com Integration
    • Integrating Google Sheets with SmartReach.io using Make.com

Webhooks

  • Webhooks
  • Steps for using Webhooks

Email Deliverability

  • Email Deliverability Improvement
  • Email Validation
    • Force Send Emails To Invalid Marked Emails
  • Spam Test Report
    • DKIM Setup In SMTP account
    • SPF, DKIM, DMARC Setup In Google Workspace
    • Domain In Blacklist
    • SPF, DKIM, DMARC - Domian hosted on GoDaddy
    • SPF, DKIM, DMARC - Domain hosted on Namecheap
    • SPF, DKIM, DMARC - Domain hosted on Hostgator
  • Email Campaign Performance
    • Open Rate Cheat Sheet
    • Bounce Rate Cheat Sheet
    • Reply Rate Cheat Sheet
    • Common Spam-Trigger Words
    • Cheat Sheet: Avoid Cold Emails Going To Spam
    • Campaign Paused - Review for High Bounces
    • Campaign Soft-Start
    • Launching a new campaign? Follow these points for a seamless review
    • Cheat Sheet : Human-Like Sending
    • Cheat Sheet : Bounce Shield
    • Cheat Sheet : Best time to send emails
  • Spintax Best Practices
    • How to Leverage the Spintax integration on SmartReach
  • Google policy update: Disable open tracking
  • ESP Matching
  • Global Blacklist Monitoring

Shared Inbox

  • Key Features
    • Problems that SmartReach Shared Inbox is solving
    • Common FAQ's Related to the Shared Inbox
    • Reply Sentiment
    • Reply with A.I.
    • Task Creation from Inbox
  • Campaign Inbox
  • Set-up Shared Inbox
  • Shared Inbox FAQs

Multichannel Outreach

  • Multichannel Outreach
  • LinkedIn
    • Linkedin Semi-Automation
  • WhatsApp
    • WhatsApp Account setup
    • WhatsApp Content Setup
  • Calling
    • Calling setup
    • Making calls through SmartReach
    • Other Calling Functionalities
    • SmartReach Calling FAQs
    • Countries with no calling restrictions
    • SmartReach's Voicedrop
  • Manage Multichannel Settings
  • Manage Multichannel Tasks
  • Run Multichannel Daily Task
  • Multichannel Reports
  • FAQ - Multichannel

LeadFinder

  • SmartReach's LeadFinder

Reporting and Analytics

  • Reports
    • Campaign and Account Based Reports
    • Progress Bar In Campaigns Page
  • Types Of Campaign Reports
  • Hot Prospects Report

Agency Features

  • Managing an Agency
    • Adding A New Client To Your Agency Account
    • Inviting Team Members To Manage A Clients Campaign
    • Switching Between Teams
    • Changing Team Name (Agency)
  • Agency Team Permissions
    • Enable/disable Teams
    • Edit Role Of A Member
    • Edit Permissions For A Role

TEAM MANAGEMENT

  • Managing Teams
    • Adding Members To Your Team
    • Roles & Permissions
    • Changing Team Name(Non - Agency)

Admin Settings

  • Various Settings Options
    • 2-Factor Authentication
    • Prospect Categories
    • Email Reports

OTHER OUTREACH PROGRAMS

  • INTERNSHIP OUTREACH
    • Students Guide To A Successful Internship Application Outreach

TROUBLESHOOT

  • Email Campaign Related
    • Campaign Emails Not Being Sent
    • Suspended Campaigns

Billing

  • Billing
    • Change Subscription Plan
    • Billing FAQs

WarmupHero Software

  • Signing up for WarmupHero

CREATING CONTENT USING SMARTREACH CONTENT AI

  • Creating content via AI
    • Getting Started with AI Content Creation
    • PART 1 - How to add an AI recommended content?
    • PART 2 - Important Aspects of AI Recommendation Features

Referral program

  • Referral Program
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Add Prospects To A Campaign

How do I add prospects to a campaign ?

Suggest Edits

After creating a campaign, you would be redirected to the prospects page.

You would have the option of adding prospects to your campaign in 3 different ways

Manually -- Add prospects manually
Uploading from a CSV file -- Add prospects using a CSV file
Assigning from existing prospects Assign existing prospects

Updated over 1 year ago