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Quick Start

  • About SmartReach
  • Our USP
  • Free Trial Features
  • Features Snapshot
  • App Section
    • Quick Start
    • Campaign Dashboard
    • Prospects
    • Companies
    • Reports
    • Campaign Inbox
    • Tasks
    • Lead Finder
    • Settings

Create Campaigns

  • Email Campaign
    • AI - Sequence generator
    • Creating content via AI
    • PART 2 - Important Aspects of AI Recommendation Features
    • PART 1 - How to add an AI recommended content?
    • Getting Started with AI Content Creation
    • Create & Share Email Templates
  • Multichannel Drip
    • Multichannel Drip Campaigns
  • Adding Prospects
    • Add Prospects - Manual
    • From CSV
    • From 3rd Party Tools
    • Using Workflow Automation
    • Using ProspectDaddy
    • Using Email Finders
    • CSV uploads FAQs
    • Rearranging the Prospect column
  • Channel Setup
    • Email account setup
      • Connect Google Workspace via O-Auth
      • Connect Google Workspace With App-specific Password
      • Connect Microsoft 365
      • SMTP-IMAP
      • Connect SendGrid
      • Connect Mailgun
      • Connect rediff account to SmartReach.io
      • Connect NameCheap account to SmartReach.io
      • Connect your Amazon SES with SmartReach.io
      • Exchange
    • LinkedIn account setup
      • LinkedIn automation
      • LinkedIn semi-automation
    • Calling setup
    • WhatsApp Account setup
  • Campaign Settings
    • Schedule Email Delivery
    • Prospect timezone based sending
    • Sending Holiday Calendar
    • Unsubscribe Link/Text
    • Track Opens/Clicks
    • Content Settings
    • Adding the Signature
    • SmartReach's Voicedrop
    • Copy An Existing Campaign
    • Send Test Email
    • Email Formatting Options
    • Campaign Soft-Start
  • Preview & Start
    • Editable Preview

Buy Secondary Domains & Mailboxes

  • How to buy secondary domains & emails?
    • Maildoso Domains & Emails
    • Zapmail Domains & Emails

SPF, DKIM, DMARC Setup

  • SPF, DKIM, DMARC Setup In Google Workspace
  • SPF, DKIM, DMARC - Domian hosted on GoDaddy
  • SPF, DKIM, DMARC - Domain hosted on Namecheap
  • SPF, DKIM, DMARC - Domain hosted on Hostgator
  • DKIM Setup In SMTP account
  • Setting Up SPF For Microsoft 365 accounts
  • Setting Up DKIM For Microsoft 365 accounts

LinkedIn Outreach

  • LinkedIn actions
  • LinkedIn automation
  • LinkedIn semi-automation
  • LinkedIn outreach best practices

Cold Calling Outreach

  • Making calls through SmartReach
  • Other Calling Functionalities
  • Countries with no calling restrictions
  • Call recording
  • Call Dispositions
  • SmartReach Calling FAQs

Tasks

  • Manage Multichannel Tasks
  • Run Multichannel Daily Task
  • Multichannel Reports

Start Email Only Campaign

  • Campaign Creation (Only Email)
    • Add First Email & Follow-Ups
    • How To Insert HTML Based Template In SmartReach?
  • A/B Testing In SmartReach.io
    • A/B Testing
      • Pause A/B testing variant
  • Merge Tag
    • Create & Map Merge Tags
    • Conditional Merge Tags
    • Missing Merge Tags
    • Campaigns FAQ
  • Email Account Integration
    • Steps To integrate Your Email
    • Receiving Replies Email Account

Email Deliverability (New)

  • Email Deliverability Improvement
  • Email Campaign Performance
    • Best Practices for Cold Emailing
    • Open Rate Cheat Sheet
    • Bounce Rate Cheat Sheet
    • Reply Rate Cheat Sheet
    • Common Spam-Trigger Words
    • Avoid Spam Cheat Sheet
    • Restart Campaign Paused Guide
    • New Campaign Review Guide
    • 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

Email Accounts INTEGRATIONS

  • Google Workspace
    • Reconnect Google Workspace With App Specific Password
    • How Does SmartReach Uses Gmail APIs
  • Microsoft 365
    • Change Sender Name
    • Common Issues With Microsoft 365 Emails
    • Microsoft 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
    • Setup New Domain In SendGrid
    • Finding Your SendGrid API Key
  • Mailgun
    • Setup Mailgun
  • Unlimited Email Accounts
  • Rediff
  • NameCheap
  • Amazon SES
  • Email Integrations FAQs

PROSPECT MANAGEMENT (FREE CRM)

  • Prospect Management
    • Change Prospect Ownership
    • Prospect Feed
    • Prospect Filters
    • Prospect Category
    • Add Timezone to CSV File.
    • Duplicate Prospect Detection
    • Prospect History/Timeline
    • Assign tags to prospects
    • Prospect actions when they reply : Reply Handling

Integrations

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

Webhooks

  • Webhooks
  • Steps for using Webhooks

Shared Inbox

  • Campaign Inbox

Multichannel Outreach

  • Multichannel Outreach
  • LinkedIn outreach
  • WhatsApp
    • WhatsApp Content Setup
  • Calling

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
    • Internship Outreach Guide

TROUBLESHOOT

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

Billing

  • Billing
    • Change Subscription Plan
    • Billing FAQs

Referral program

  • Referral Program

AI Automations

  • AI Automations
    • Response Sentiment Classifier
    • Out-of-Office Detection & Rescheduling

Email Deliverability

  • Email Throttling
  • Signing up for WarmupHero
  • Email Validation
    • Force Send Emails To Invalid Marked Emails
  • ESP Matching
  • Block list
    • Global block list
    • Add prospects to block list
    • Domain In Blacklist
  • Global Blacklist Monitoring
  • Spam Test
  • Google policy update: Disable open tracking
  • Custom Tracking Domain
  • Spintax
    • Spintax Format
  • Inbox Rotation
    • Inbox Rotation Features
    • Assign Multiple Inboxes
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Various Settings Options

You will learn about other settings options in SmartReach.io

Updated about 2 months ago


Changing Team Name(Non - Agency)
2-Factor Authentication