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SmartReach.io
GuidesAPI ReferenceChangelog
SmartReach.io
GuidesAPI ReferenceChangelog

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
  • 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
    • HubSpot
    • Salesforce
    • Zoho CRM
    • Pipedrive
    • Zapier
    • Workflow Automation
    • ProspectDaddy LinkedIn Email Finder
    • Find Email Addresses Of Your Prospects
  • Email Account Integration
    • Steps To integrate Your Email
    • Receiving Replies Email Account
  • 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?

Email Accounts INTEGRATIONS

  • Google Workspace
    • Connect Google Workspace Via Marketplace
    • 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
  • SendGrid
    • Connect SendGrid
    • Setup New Domain In SendGrid
    • Finding Your SendGrid API Key
  • Mailgun
    • Connect Mailgun
    • Setup Mailgun
  • SMTP-IMAP

PROSPECT MANAGEMENT (FREE CRM)

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

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
  • 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
  • Spintax Best Practises
    • How to Leverage the Spintax integration on SmartReach

Shared Inbox

  • Key Features
    • Problems that SmartReach Shared Inbox is solving
    • Common FAQ's Related to the Shared Inbox
    • Reply Sentiment
  • Set-up Shared Inbox

Multichannel Outreach

  • Multichannel Outreach
  • LinkedIn
    • Linkedin Account setup
    • LinkedIn Content Setup
    • Locating Your Phantombuster API Key
  • WhatsApp
    • WhatsApp Account setup
    • WhatsApp Content Setup
  • Calling
    • Calling setup
    • Making calls through SmartReach
    • Other Calling Functionalities
    • SmartReach Calling FAQs
  • Manage Multichannel Settings
  • Manage Multichannel Tasks
  • Run Multichannel Daily Task
  • Multichannel Reports
  • FAQ - Multichannel

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
  • 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

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 FAQ

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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Campaign Creation (Only Email)

Suggest Edits

To initiate a sales outreach campaign, kindly refer the articles listed below. These resources will give you a detailed step-by-step overview of the Campaign Creation process.

Updated about 1 month ago

Learn About
  • Add First Email & Follow-Ups
  • A/B Testing In SmartReach.io
  • Merge Tag
  • Spintax
  • Adding Prospects
  • Email Account Integration
  • Campaign Settings
  • Preview & Start
  • FAQ - Email Campaign Related