# SmartReach.io Documentation

> Documentation for SmartReach.io

## Guides
- [About SmartReach.io](https://help.smartreach.io/docs/docs.md): Find answers, guides, and best practices for using SmartReach.io. Explore our help center to set up, run, and optimize your outreach campaigns
- [Our USP](https://help.smartreach.io/docs/our-usp.md): Discover SmartReach's USP, including timezone-based sending, advanced scheduling, premium support, and built-in tools for cold email outreach.
- [Free Trial Features](https://help.smartreach.io/docs/14-day-free-trial-smartreach.md): Explore SmartReach's 14-day free trial with a 200-prospect limit, email + LinkedIn outreach, warmup and more to start your outreach.
- [Features Snapshot](https://help.smartreach.io/docs/features-snapshot.md): Explore all Smartreach features including email outreach, LinkedIn automation, AI content, deliverability tools, and team management capabilities.
- [App Section](https://help.smartreach.io/docs/app-section.md): Learn how to use the Smartreach app section to access campaigns, prospects, reports, settings, and integrations for comprehensive cold email outreach.
- [Quick Start](https://help.smartreach.io/docs/quick-start-section.md): Get started with SmartReach.io in minutes. This quick start guide walks you through setting up your account, connecting inboxes, and launching campaigns
- [Campaign Dashboard](https://help.smartreach.io/docs/campaign-dashboard-section.md): Learn how to use the Smartreach campaign dashboard to view, manage, and monitor your cold email campaigns with filtering, progress tracking, and team switching.
- [Prospects](https://help.smartreach.io/docs/prospects-management-section.md): Learn how to use the SmartReach prospects section to manage, filter, and organize your leads across all campaigns with bulk import and tracking features.
- [Companies](https://help.smartreach.io/docs/companies-section.md): Learn how to use the SmartReach ‘companies’ section to view and manage organizations (accounts), and monitor account-level outreach performance.
- [Reports](https://help.smartreach.io/docs/reports-section.md): Learn how to use SmartReach reports to analyze cold email performance, track multichannel outreach metrics, and optimize campaigns with detailed analytics
- [Campaign Inbox](https://help.smartreach.io/docs/campaign-inbox-section.md): Learn how to use the SmartReach campaign inbox to manage prospect replies, organize conversations by sentiment, and respond efficiently to cold emails
- [Tasks](https://help.smartreach.io/docs/tasks-management-section.md): Learn to use SmartReach’s task manager to execute cold email, calls, linkedin steps, and approve AI-generated personalized email content in one place.
- [LeadFinder](https://help.smartreach.io/docs/lead-finder-section.md): Find high-quality leads with SmartReach LeadFinder. Search 300M+ verified contacts and 50M+ company profiles using advanced filters to discover and engage your ideal prospects
- [Settings](https://help.smartreach.io/docs/settings.md): Take full control of your SmartReach account. Manage connected channels, customize data fields, set security, and integrate third-party tools.
- [Email Sequence AI Agent](https://help.smartreach.io/docs/ai-email-sequence.md): Learn how to use SmartReach’s AI-assisted campaign setup to auto-generate complete cold email sequences and save hours on content creation.
- [Smart Email AI Agent](https://help.smartreach.io/docs/ai-hyperpersonalized-smart-email-ai-agent.md): Smart Email AI Agent creates hyper-personalized cold email content for each prospect in your campaign.
- [Creating content via AI](https://help.smartreach.io/docs/creating-content-via-ai.md): Learn how to use Smartreach's AI-powered content generation to create personalized cold emails that improve open and reply rates.
- [ AI Email Copywriting Agent](https://help.smartreach.io/docs/part1-how-to-add-an-ai-recommended-content.md): Step-by-step guide to creating AI-generated cold email content in Smartreach campaigns with prompts, audience targeting, and optimization.
- [AI Email Editing Agent](https://help.smartreach.io/docs/getting-started-with-ai-content-creation.md): Learn to use Smartreach's AI writing tools including content generation, grammar fixes, and subject line creation for better cold emails.
- [Create & Share Email Templates](https://help.smartreach.io/docs/create-share-email-templates.md): Learn how to create, share, and update email templates in SmartReach. Build reusable cold email templates for your outreach campaigns.
- [Add First Email & Follow-Ups](https://help.smartreach.io/docs/add-first-email-follow-ups.md): Learn how to add your first email and set up follow-up sequences in SmartReach campaigns. Step-by-step guide for email automation.
- [Integrate Sender Email](https://help.smartreach.io/docs/steps-to-integrate-your-email.md): Learn how to add email accounts to SmartReach for cold email campaigns. Connect emails during campaign creation or through settings.
- [Receiving Replies Email Account](https://help.smartreach.io/docs/receiving-replies-email.md): Learn how to set up separate email accounts for sending and receiving in SmartReach. Perfect for SendGrid, Mailgun, and organized workflows.
- [Insert HTML Based Templates](https://help.smartreach.io/docs/how-to-insert-html-based-template.md): Learn how to add custom HTML email content to SmartReach campaigns. Step-by-step guide for using HTML code in cold email templates.
- [Multichannel Drip Campaigns](https://help.smartreach.io/docs/multichannel-drip-campaigns.md): Learn how to create multichannel drip campaigns in SmartReach. Automate email, LinkedIn, and call workflows based on prospect actions.
- [Adding Prospects](https://help.smartreach.io/docs/adding-prospects.md): Learn how to add prospects to SmartReach campaigns. Import from CSV, CRMs, lead finders, and integration tools for cold email outreach.
- [Add Prospects - Manual](https://help.smartreach.io/docs/add-prospects-manual.md): Learn how to manually add individual prospects to your SmartReach campaigns with clear steps and required contact fields.
- [From CSV](https://help.smartreach.io/docs/upload-prospects-from-csv.md): Learn how to upload prospects using CSV files in SmartReach. Complete guide with field mapping, duplicate handling, and troubleshooting tips.
- [From 3rd Party Tools](https://help.smartreach.io/docs/upload-prospects-from-3rd-party-tools.md): Learn how to integrate CRM systems and third party tools with SmartReach to upload prospects. Streamline your cold email workflow with automated data transfer.
- [Using ProspectDaddy](https://help.smartreach.io/docs/prospectdaddy-email-finder.md): Learn how to use ProspectDaddy Chrome extension to find business emails from LinkedIn and add prospects directly to your Smartreach campaigns.
- [Using Email Finders](https://help.smartreach.io/docs/find-email-addresses-of-your-prospects.md): Learn how to find prospect email addresses directly in SmartReach campaigns using integrated email finder tools. Manual search and bulk CSV options.
- [CSV uploads FAQs](https://help.smartreach.io/docs/csv-uploads-faqs.md): Get answers to common CSV upload questions. Fix formatting errors, map custom fields correctly, and troubleshoot upload issues in SmartReach.
- [Rearranging the Prospect column](https://help.smartreach.io/docs/rearranging-the-prospect-column.md): Learn how to customize prospect table view in SmartReach. Rearrange columns, choose display fields, and organize your workflow efficiently.
- [Bulk actions for prospects in SmartReach](https://help.smartreach.io/docs/bulk-actions-for-prospects-in-smartreach.md): Bulk actions let you update hundreds of prospects at once by performing tasks like editing fields, tagging, assigning owners, moving between campaigns, changing stages, deleting, archiving, exporting, validating emails, updating status, and applying custom actions,all in a single click.
- [Channel Setup](https://help.smartreach.io/docs/channel-setup.md): Step-by-step guide to setting up outreach channels in Smartreach. Connect email, LinkedIn, phone & WhatsApp for effective multichannel outreach.
- [Email account setup](https://help.smartreach.io/docs/email-account-setup.md): Learn how to set up and connect email accounts in Smartreach for cold email campaigns with proper configuration, limits, and deliverability settings.
- [Connect Google Workspace via O-Auth](https://help.smartreach.io/docs/connect-google-workspace-via-o-auth.md): Step-by-step guide to connect your Google Workspace account using OAuth authentication for secure cold email campaigns in SmartReach.
- [Connect Google Workspace With App-specific Password](https://help.smartreach.io/docs/connect-g-suite-with-smtp.md): Step-by-step guide to connect your Google Workspace account to SmartReach using app-specific password for secure cold email campaigns.
- [Connect Microsoft 365](https://help.smartreach.io/docs/connect-office365.md): Connect your Microsoft 365 account to SmartReach using secure API integration. Step-by-step guide for cold email campaign setup.
- [SMTP-IMAP](https://help.smartreach.io/docs/smtp-imap.md)
- [Configure SMTP/IMAP Accounts (Bulk Upload Emails via CSV)](https://help.smartreach.io/docs/configure-smtpimap-accounts-bulk-upload-emails-via-csv.md): This guide walks you through connecting multiple email accounts via SMTP/IMAP for high-deliverability outreach.
- [Connect SendGrid](https://help.smartreach.io/docs/connect-sendgrid.md): Connect your SendGrid account to SmartReach for cold email campaigns. Step-by-step guide with API key setup and configuration instructions.
- [Connect Mailgun](https://help.smartreach.io/docs/connect-mailgun.md): Connect your Mailgun account to SmartReach using SMTP API integration. Step-by-step guide with domain setup and API key configuration.
- [Connect rediff account to SmartReach.io](https://help.smartreach.io/docs/connect-rediff-account-to-smartreachio.md): Learn how to connect your Rediff email account to SmartReach for cold email campaigns. Step-by-step setup guide with configuration instructions.
- [Connect NameCheap account to SmartReach.io](https://help.smartreach.io/docs/connect-namecheap-account-to-smartreachio.md): Learn how to connect your Namecheap email account to SmartReach for cold email campaigns. Step-by-step setup guide with configuration instructions.
- [Connect your Amazon SES with SmartReach.io](https://help.smartreach.io/docs/connect-your-amazon-ses-with-smartreachio.md): Learn how to connect your Amazon SES account to SmartReach for cold email campaigns. Step-by-step setup guide with configuration instructions.
- [Exchange](https://help.smartreach.io/docs/exchange.md)
- [Google Workspace](https://help.smartreach.io/docs/gsuite.md): Learn how to connect your Google Workspace account to SmartReach for cold email campaigns. Setup guides for SMTP and authentication included.
- [LinkedIn account setup](https://help.smartreach.io/docs/linkedin-account-setup-1.md): Learn how to set up and connect LinkedIn accounts in Smartreach for multichannel campaigns with profile visits, connection requests, and messaging.
- [LinkedIn automation](https://help.smartreach.io/docs/linkedin-automation.md): Learn to set up LinkedIn automation in SmartReach. Connect accounts, automate connection requests & messages for efficient multichannel outreach.
- [LinkedIn semi-automation (Co-pilot)](https://help.smartreach.io/docs/linkedin-semi-automation-1.md): Run safe, organized LinkedIn campaigns. Our guide shows how semi-automation enables personalized outreach with manual control to avoid account restrictions.
- [Calling setup](https://help.smartreach.io/docs/calling-number-setup.md): Configure calling numbers for SmartReach PowerCaller. Add call accounts through settings or during campaign creation for multichannel outreach.
- [WhatsApp Account setup](https://help.smartreach.io/docs/whatsapp-account-setup.md): Connect WhatsApp to SmartReach for multichannel campaigns. Step-by-step setup guide during campaign creation or in settings for cold outreach.
- [WhatsApp Content Setup](https://help.smartreach.io/docs/whatsapp-content-setup.md): Add WhatsApp messaging to your SmartReach multichannel campaigns. Create WhatsApp outreach steps with personalized messages for cold outreach sequences.
- [Email Troubleshoot](https://help.smartreach.io/docs/email-troubleshoot.md): Learn how to troubleshoot common email issues in Smartreach including delivery problems, authentication errors, and campaign performance issues.
- [Unlimited Email Accounts](https://help.smartreach.io/docs/unlimited-email-accounts.md): Connect unlimited email inboxes in SmartReach using inbox rotation feature. Scale your cold email campaigns with multiple inbox management.
- [Finding Your SendGrid API Key](https://help.smartreach.io/docs/find-sendgrid-api-key.md): Learn how to generate and copy your SendGrid API key to connect your account with SmartReach for cold email campaigns.
- [Setup Mailgun](https://help.smartreach.io/docs/setup-mailgun.md): Configure a new domain in Mailgun with DNS records for cold email campaigns. Complete setup guide for SPF, DKIM, and MX records.
- [Setup New Domain In SendGrid](https://help.smartreach.io/docs/setup-new-domain.md): Configure domain authentication in SendGrid for cold email campaigns. Step-by-step DNS setup guide to enable email sending through SmartReach.
- [Microsoft emails getting rejected with "550 5.4.1" Error](https://help.smartreach.io/docs/help-resolve-550-541-error.md): Resolve 550 5.4.1 recipient address rejected error to ensure your cold email campaigns reach inboxes. Step-by-step troubleshooting guide.
- [Microsoft Consent Approval](https://help.smartreach.io/docs/allowing-consent-in-microsoft-to-connect-with-smartreach.md): Resolve "Need Admin Approval" error when connecting Office 365 accounts to SmartReach by getting administrator consent through Microsoft portal.
- [How to Authenticate SMTP for Microsoft accounts - Purchased directly through Microsoft 365?](https://help.smartreach.io/docs/how-to-authenticate-smtp-for-microsoft-accounts-purchased-directly-through-microsoft-o365.md): Configure authenticated SMTP settings for Microsoft 365 accounts purchased directly from Microsoft to ensure reliable email delivery in SmartReach.
- [Microsoft  365 - Resolution for Bad Outbound Senders](https://help.smartreach.io/docs/office365-resolution-for-bad-outbound-senders.md): Resolve Microsoft Outlook "Access denied, bad outbound sender" error in SmartReach to restore your cold email campaigns and protect sender reputation.
- [Common Issues With Microsoft 365  Emails](https://help.smartreach.io/docs/common-issues-with-office365-emails.md): Resolve "Access denied, traffic not accepted from this IP" error when sending emails through Office 365 in SmartReach cold email campaigns.
- [Change Sender Name](https://help.smartreach.io/docs/change-sender-name.md): How to change Sender Name for my Microsoft 365 email account ?
- [How Does SmartReach Uses Gmail APIs](https://help.smartreach.io/docs/how-does-smartreach-uses-gmail-apis.md)
- [Reconnect Google Workspace With App Specific Password](https://help.smartreach.io/docs/reconnect-g-suite-with-app-specific-password.md): Fix Google Workspace connection issues in SmartReach by reconnecting with app-specific password. Simple steps to restore email functionality.
- [Email Integrations FAQs](https://help.smartreach.io/docs/email-integrations-faqs.md): Get answers to common questions about connecting your email account to SmartReach. Learn about setup, security, daily limits, and troubleshooting for a seamless cold email experience.
- [Campaign Settings](https://help.smartreach.io/docs/campaign-settings.md): Learn about campaign settings in SmartReach for cold email campaigns. Configure options to personalize emails and maximize performance.
- [Schedule Email Delivery](https://help.smartreach.io/docs/schedule-email-delivery.md): Learn how to schedule email campaign timings in SmartReach. Set optimal sending windows, configure time zones, and select days for better
- [Prospect timezone based sending](https://help.smartreach.io/docs/prospect-timezone-based-sending.md): Learn how to enable timezone-based sending in Smartreach.io to send cold emails at optimal times for each prospect's timezone.
- [Sending Holiday Calendar](https://help.smartreach.io/docs/sending-holiday-calendar.md)
- [Unsubscribe Link/Text](https://help.smartreach.io/docs/unsubscribe-linktext.md): Learn how to add unsubscribe links to SmartReach emails. Two methods: in email body using merge tags or in campaign settings.
- [Track Opens/Clicks](https://help.smartreach.io/docs/track-opensclicks.md): Learn how to enable email open and click tracking in SmartReach campaigns. Track prospect engagement and analyze campaign performance.
- [Content Settings](https://help.smartreach.io/docs/content-settings.md): Learn how to use content settings in SmartReach to append previous emails in follow-ups. Provide context for recipients in cold email sequences.
- [Adding the Signature](https://help.smartreach.io/docs/adding-the-signature.md): Learn how to add email signatures to your SmartReach campaigns. Step-by-step guide for setting up professional email signatures.
- [Voicedrop](https://help.smartreach.io/docs/smartreachs-voicedrop.md): Boost engagement with Voicedrop. Leave pre-recorded voicemails for prospects to ensure your message is heard, even on unanswered calls.
- [Copy Existing Campaign](https://help.smartreach.io/docs/copy-an-existing-campaign.md): Learn how to duplicate campaigns in SmartReach. Copy all campaign sequences and settings to create new cold email campaigns quickly.
- [Send Test Email](https://help.smartreach.io/docs/send-test-email.md): Learn how to send test emails in SmartReach to preview your cold email formatting and content before launching campaigns to prospects.
- [Email Formatting Options](https://help.smartreach.io/docs/email-formatting-options-smartreach.md): Learn how to format text in SmartReach emails. Use bold, italic, lists, fonts, and alignment to create professional cold email campaigns.
- [Campaign Soft-Start](https://help.smartreach.io/docs/campaign-soft-start-1.md): Gradually increase email sending with SmartReach soft-start feature. Build sender reputation and avoid spam filters for new domains and email accounts.
- [Editable Preview](https://help.smartreach.io/docs/editable-preview.md): Learn how to send custom messages to specific prospects in SmartReach using editable previews. Personalize emails for individual prospects.
- [How to buy secondary domains & emails?](https://help.smartreach.io/docs/how-to-buy-secondary-domains-email-accounts-from-smartreach.md): Learn how to use secondary domains and email accounts in SmartReach. Protect your primary domain with authenticated secondary domains for outreach.
- [Maildoso Domains & Emails](https://help.smartreach.io/docs/maildoso-secondary-domains-and-emails.md): Learn how to buy secondary domains and email accounts from Maildoso within SmartReach. Step-by-step setup guide with pricing and features.
- [Zapmail Domains & Emails](https://help.smartreach.io/docs/zapmail-secondary-domains-emails.md): Purchase Google Workspace emails and domains through ZapMail integration. Get authenticated accounts with SPF, DKIM setup for better deliverability.
- [Microsoft Azure Mailboxes](https://help.smartreach.io/docs/microsoft-azure-mailboxes.md): Learn how to buy and set up Microsoft Azure mailboxes through InboxKit on SmartReach. Get a domain and 50 mailboxes for $35/month with automated DNS setup.
- [Activate AI Warmup Agent ](https://help.smartreach.io/docs/how-to-activate-email-warmup-in-smartreach.md): Learn how to activate email warmup for your email accounts purchased through SmartReach to build sender reputation and improve cold email deliverability
- [Email Throttling](https://help.smartreach.io/docs/email-throttling.md): Configure email throttling to improve deliverability. Learn to maintain sender reputation, avoid spam filters, and send emails with human-like behavior.
- [Warmup AI Agent (WarmupHero)](https://help.smartreach.io/docs/signing-up-for-warmuphero.md): WarmupHero is SmartReach.io's built-in email warmup agent. It gradually sends and engages with emails from your accounts so email providers start trusting your sender reputation — which means more of your cold emails land in the primary inbox instead of spam.
- [Email Validation Agent](https://help.smartreach.io/docs/email-validation.md): Automatic email validation in SmartReach verifies prospect addresses before sending. Free SMTP checks reduce bounce rates and improve deliverability.
- [Force Send Emails To Invalid Marked Emails](https://help.smartreach.io/docs/force-send-emails-to-invalid-marked-emails.md): Override email validation in SmartReach to send to addresses marked invalid. Learn when and how to force send with daily limits and restrictions.
- [ESP Matching](https://help.smartreach.io/docs/provider-matching-esp-matching.md): Improve cold email deliverability with ESP matching in SmartReach. Automatically route emails through matching providers for better inbox placement.
- [Global block list](https://help.smartreach.io/docs/global-block-list.md): Manage global block list across all client campaigns in SmartReach agency accounts. Centralized contact blocking for compliance and sender reputation.
- [Add prospects to block list](https://help.smartreach.io/docs/add-to-do-not-contact-list.md): Block specific emails and domains from cold email campaigns in SmartReach. Maintain sender reputation and compliance with block list management.
- [Domain In Blacklist](https://help.smartreach.io/docs/domain-in-blacklist.md): Step-by-step guide to remove your domain from email blacklists. Prevent cold email deliverability issues and maintain sender reputation.
- [Global Blacklist Monitoring AI Agent](https://help.smartreach.io/docs/global-blacklist-monitoring.md): Protect cold email deliverability with SmartReach's automatic global blacklist monitoring. Weekly domain checks and campaign pausing prevent reputation damage.
- [Google policy update: Disable open tracking](https://help.smartreach.io/docs/google-policy-update-disable-open-tracking-for-better-deliverability.md): Understand Google's new open tracking policy and its impact on cold email campaigns. Learn how to disable open tracking to avoid Gmail flags.
- [Custom Tracking Domain](https://help.smartreach.io/docs/what-is-custom-tracking-domain-and-why-is-it-used.md): Learn how to set up custom tracking domains in Smartreach.io to track email clicks while maintaining your brand identity in cold email campaigns.
- [Spintax](https://help.smartreach.io/docs/spintax.md): Learn how to use Spintax in Smartreach.io to create varied, personalised cold emails that avoid spam filters and boost engagement with step-by-step guidance.
- [Spintax Best Practices](https://help.smartreach.io/docs/spintax-best-practices.md): Improve cold email deliverability with Spintax content variations. Learn how to avoid spam filters and increase engagement with personalized messaging.
- [How to Leverage the Spintax integration on SmartReach](https://help.smartreach.io/docs/helpspintax-cold-email-outreach.md): Learn how to use Spintax in Smartreach.io to create unique email variations, avoid spam filters, and improve cold email campaign performance.
- [Spintax Format](https://help.smartreach.io/docs/understanding-the-spintax-format.md): Learn the correct Spintax format syntax in SmartReach to create multiple email variations with curly braces and vertical bars.
- [Inbox Rotation](https://help.smartreach.io/docs/email-rotation.md): Learn how to use inbox rotation in SmartReach to send cold emails from multiple accounts. Improve deliverability and avoid spam folders.
- [Inbox Rotation Features](https://help.smartreach.io/docs/inbox-rotation-features.md): Learn how to use inbox rotation in SmartReach to send cold emails from multiple accounts. Improve deliverability and avoid spam folders.
- [Assign Multiple Inboxes](https://help.smartreach.io/docs/how-to-assign-multiple-inboxes-in-a-campaign.md): Learn how to assign multiple email inboxes to SmartReach campaigns. Set up inbox rotation for better deliverability and higher sending limits.
- [SPF, DKIM, DMARC - Domian hosted on GoDaddy](https://help.smartreach.io/docs/spf-dkim-dmarc-domian-hosted-on-godaddy.md): Configure SPF, DKIM, and DMARC records on GoDaddy for better cold email deliverability. Step-by-step DNS setup guide for email authentication.
- [SPF, DKIM, DMARC - Domain hosted on Namecheap](https://help.smartreach.io/docs/spf-dkim-dmarc-domain-hosted-on-namecheap.md): Configure SPF, DKIM, and DMARC records on Namecheap for better cold email deliverability. Step-by-step DNS setup guide for email authentication.
- [SPF, DKIM, DMARC - Domain hosted on Hostgator](https://help.smartreach.io/docs/spf-dkim-dmarc-domain-hosted-on-hostgator.md): Configure SPF and DKIM records on HostGator for better cold email deliverability. Step-by-step DNS setup guide for email authentication.
- [DKIM Setup In SMTP account](https://help.smartreach.io/docs/dkim-setup-in-smtp-account.md): Set up DKIM authentication for your email accounts in SmartReach. Generate DKIM records and configure DNS settings for better email deliverability.
- [Setting Up SPF For Microsoft  365 accounts](https://help.smartreach.io/docs/setting-up-spf-for-office-365-accounts.md): Configure SPF records for Microsoft  365 domains to improve email deliverability and avoid spam folders in your cold email campaigns.
- [Setting Up DKIM For Microsoft  365 accounts](https://help.smartreach.io/docs/help-setup-dkim-office365-smartreach.md): Configure DKIM authentication for Microsoft  365 domains to improve email deliverability and avoid spam filters in cold email campaigns.
- [LinkedIn outreach](https://help.smartreach.io/docs/linkedin.md): Learn how to use SmartReach.io’s LinkedIn integration for full and semi-automated outreach to improve your multichannel strategy and connect with prospects.
- [LinkedIn actions](https://help.smartreach.io/docs/linkedin-actions.md): Learn how to use LinkedIn actions in Smartreach campaigns including profile visits, connection requests, and messages to boost cold email outreach visibility.
- [LinkedIn automation](https://help.smartreach.io/docs/linkedin-automations.md): Learn how to set up LinkedIn automations on SmartReach.io for efficient multichannel outreach. Connect accounts, send connection requests, send automated messages.
- [LinkedIn semi-automation](https://help.smartreach.io/docs/linkedin-semi-automation.md): SmartReach LinkedIn semi-automation guide: Safe, personalised outreach with manual task control. Avoid account restrictions while running organised LinkedIn campaigns.
- [LinkedIn outreach best practices](https://help.smartreach.io/docs/linkedin-best-practices.md): Optimize LinkedIn outreach with SmartReach.io using personalised, guideline-compliant connection requests and messages for better results.
- [Calling](https://help.smartreach.io/docs/power-caller.md): Make calls directly from SmartReach with PowerCaller extension. Power dialer, call scripts, recording, and management features for cold calling campaigns.
- [Making calls through SmartReach](https://help.smartreach.io/docs/making-calls-through-smartreach.md): Place calls to prospects using SmartReach PowerCaller extension. Create calling steps in campaigns or make manual calls for multichannel outreach.
- [Other Calling Functionalities](https://help.smartreach.io/docs/other-calling-functionalities.md): Use advanced PowerCaller features like listen, whisper, barge-in, and call recording. Enhance team collaboration and coaching for cold calling campaigns.
- [Countries with no calling restrictions](https://help.smartreach.io/docs/countries-with-no-calling-restrictions.md): Countries supported by SmartReach PowerCaller for cold calling campaigns. Call prospects in 44+ countries with seamless international calling functionality.
- [Call recording](https://help.smartreach.io/docs/call-recording.md): Learn how to use call recording in Smartreach to capture, review, and download your cold calling conversations for better outreach results.
- [Call Disposition Agent](https://help.smartreach.io/docs/call-dispositions.md): Learn how to use call dispositions in Smartreach to categorize calling outcomes, plan follow-ups, and analyze cold calling performance
- [SmartReach Calling FAQs](https://help.smartreach.io/docs/smartreach-calling-faqs.md)
- [Manage Multichannel Tasks](https://help.smartreach.io/docs/how-to-manage-multichannel-tasks.md): Manage daily multichannel tasks with SmartReach task manager. Organize LinkedIn, calling, and other outreach activities in structured workflow interface.
- [Run Multichannel Daily Task](https://help.smartreach.io/docs/how-to-run-a-task-in-smartreach.md): Execute multichannel tasks manually in SmartReach. Step-by-step guide to run LinkedIn, email, WhatsApp, and calling tasks with status management options.
- [A/B Testing In SmartReach.io](https://help.smartreach.io/docs/ab-testing-smartreach.md)
- [A/B Testing](https://help.smartreach.io/docs/ab-testing.md): Learn how to set up A/B testing for cold email campaigns in SmartReach. Test up to 5 email variants to boost open rates and replies.
- [Pause A/B testing variant ](https://help.smartreach.io/docs/pause-ab-testing-variant.md): Learn how to pause underperforming A/B test variants in SmartReach while keeping your stats data intact for better cold email analysis.
- [Merge Tag](https://help.smartreach.io/docs/what-is-a-merge-tag.md): Learn how to use merge tags in SmartReach to personalize cold emails. Convert prospect data into dynamic, personalized email content.
- [Create & Map Merge Tags](https://help.smartreach.io/docs/how-to-create-and-use-merge-tags-in-smartreachio.md): Learn how to use merge tags in SmartReach to personalize cold emails. Convert prospect data into dynamic, personalized email content.
- [Conditional Merge Tags](https://help.smartreach.io/docs/conditional-merge-tags.md): Learn how to use conditional merge tags in SmartReach for dynamic cold email personalization. Create personalized content based on prospect data.
- [Missing Merge Tags](https://help.smartreach.io/docs/missing-merge-tag.md): Learn how to fix missing merge tag errors in SmartReach cold email campaigns. Two methods to resolve empty prospect data fields.
- [Campaigns FAQ](https://help.smartreach.io/docs/campaign-faq.md)
- [AI Automation Agents](https://help.smartreach.io/docs/help-ai-automations.md): Boost your outreach with SmartReach.io's AI Automations. Work smarter with automatic email analysis tools designed to improve your cold outreach strategy.
- [AI Sentiment Classifier Agent](https://help.smartreach.io/docs/help-response-sentiment-classifier.md): Learn how SmartReach’s Response Sentiment Classifier auto-categorizes prospect replies to help you prioritize follow-ups and improve your cold email campaigns
- [Out-of-Office Detection & Rescheduling](https://help.smartreach.io/docs/help-out-of-office-detection-and-rescheduling.md): Discover how SmartReach.io's Out-of-Office Rescheduling auto-pauses and resumes your cold email campaigns when prospects are away to boost response rates.
- [AI Response Agent](https://help.smartreach.io/docs/reply-with-ai.md): Generate AI-powered email replies in SmartReach shared inbox. Save time with personalized, context-aware responses for cold email conversations.
- [Using Workflow Automation](https://help.smartreach.io/docs/workflow-automation.md): Workflow Automation inside SmartReach.io
- [Prospect Category](https://help.smartreach.io/docs/prospect-category.md): Learn how to manually change prospect categories in SmartReach. Manage prospect classifications for better cold email campaign organization.
- [Add Timezone to CSV File.](https://help.smartreach.io/docs/help-format-country-timezone-bulk-upload.md): Format timezone and country columns in CSV files for SmartReach prospect uploads. Ensure accurate email scheduling for cold email campaigns.
- [Duplicate Prospect Detection](https://help.smartreach.io/docs/duplicate-prospect-detection.md): Manage and merge duplicate contacts in SmartReach cold email campaigns. Control duplicate handling during CSV uploads and maintain clean prospect lists.
- [Prospect Filters](https://help.smartreach.io/docs/prospect-filters.md): Filter prospects using multiple conditions in SmartReach. Advanced filtering system for complex prospect management in cold email campaigns.
- [Prospect History/Timeline](https://help.smartreach.io/docs/prospect-historytimeline.md): Track prospect activities and interactions with cold email campaigns using SmartReach timeline. Monitor opens, clicks, replies, and engagement history.
- [Prospect Actions: Reply Handling](https://help.smartreach.io/docs/prospect-actions-when-they-reply-reply-handling.md): Set up automatic prospect pausing when replies are received in SmartReach. Control campaign behavior for replied prospects and domain-based actions.
- [Change Prospect Ownership](https://help.smartreach.io/docs/change-the-owner-of-prospects.md): Learn how to transfer prospect ownership between team members in SmartReach for better cold email campaign management and collaboration.
- [Assign tags to prospects](https://help.smartreach.io/docs/tags.md): Organize prospects with tags in SmartReach. Learn manual and automatic tagging for better cold email campaign management and prospect tracking.
- [Campaign Inbox](https://help.smartreach.io/docs/campaign-inbox.md): Manage all prospect replies in one central inbox with SmartReach's combined campaign inbox. Never miss leads with streamlined communication tools.
- [Sentiment Analysis](https://help.smartreach.io/docs/reply-sentiment.md): Analyze prospect reply sentiment in SmartReach cold email campaigns. Tag responses as positive, objection, referral, or other to improve outreach effectiveness.
- [Task Creation from Inbox](https://help.smartreach.io/docs/task-creation-from-inbox.md): Create tasks directly from your Shared Inbox. Quickly assign Manual Email, Calling, LinkedIn, or WhatsApp follow-ups for seamless prospect management.
- [Gojiberry.ai Integration](https://help.smartreach.io/docs/helpintegrate-gojiberry-ai.md): Connect Gojiberry.ai to SmartReach and automatically transfer high-intent LinkedIn leads into your cold email campaigns.
- [Steps for using Webhooks](https://help.smartreach.io/docs/steps-for-using-webhooks.md): Step-by-step guide to add webhooks in SmartReach. Configure webhook endpoints for automated data transfer and real-time notifications.
- [HubSpot Integration](https://help.smartreach.io/docs/hubspot.md): Connect HubSpot CRM to SmartReach for bi-directional prospect syncing. Automate workflows and sync email activities for cold email campaigns.
- [Salesforce Integration](https://help.smartreach.io/docs/salesforce.md): Connect Salesforce CRM to SmartReach for bi-directional prospect syncing. Automate workflows and sync email activities for cold email campaigns.
- [Zoho CRM Integration](https://help.smartreach.io/docs/zoho-crm.md): Connect Zoho CRM to SmartReach for bi-directional prospect syncing. Automate workflows and sync email activities for cold email campaigns.
- [Pipedrive Integration](https://help.smartreach.io/docs/pipedrive.md): Connect Pipedrive CRM to SmartReach for bi-directional prospect syncing. Automate workflows and sync email activities for cold email campaigns.
- [Zapier](https://help.smartreach.io/docs/zapier.md): Connect SmartReach to 5,000+ apps using Zapier automation. Automate cold email workflows and streamline prospect management processes.
- [RB2B Integration](https://help.smartreach.io/docs/rb2b.md): Connect RB2B with Smartreach.io to identify website visitors and enhance your cold email campaigns with better targeting
- [Clay Integration](https://help.smartreach.io/docs/clay-integration.md): Connect Clay.com data enrichment platform to SmartReach for personalized cold email campaigns. Step-by-step HTTP API integration guide.
- [Make.com Integration](https://help.smartreach.io/docs/make-integration.md): Connect Make.com to SmartReach for automated cold email workflows. No-code integration guide with 2,000+ app connections and visual builder.
- [Integrate Gmail using Make.com](https://help.smartreach.io/docs/integrating-google-sheets-with-smartreachio-using-makecom.md): Automate prospect syncing from Google Sheets to SmartReach using Make.com. Step-by-step guide for seamless cold email campaign data updates.
- [Integrate Monday.com using Zapier](https://help.smartreach.io/docs/integrate-mondaycom-using-zapier.md): Connect Monday.com with your favorite apps using Zapier to automate workflows
- [Integrate Google Sheets using Zapier](https://help.smartreach.io/docs/integrate-google-sheets-using-zapier.md): Connect Google Sheets with your favorite apps using Zapier to automate data updates and workflows effortlessly.
- [Slack Integration](https://help.smartreach.io/docs/slack-integration.md): Get real-time Slack alerts for SmartReach activities. Configure webhook integration for email sends, replies, and prospect updates.
- [Calendly Integration](https://help.smartreach.io/docs/help-calendly-integration.md): Connect Calendly to SmartReach for automated meeting booking in cold email campaigns. Schedule directly from emails and LinkedIn outreach.
- [CRM Integration FAQs](https://help.smartreach.io/docs/crm-faqs.md): Common questions about integrating CRMs like HubSpot, Salesforce, Pipedrive, and Zoho with SmartReach for cold email campaigns.
- [Reports](https://help.smartreach.io/docs/reports.md): Measure and optimize your cold outreach. SmartReach reports provide campaign & account analytics for opens, clicks, and replies to boost performance.
- [Campaign and Account Based Reports](https://help.smartreach.io/docs/campaign-and-account-based-reports.md): Generate campaign-specific and account-wide reports in SmartReach. Access detailed analytics for individual campaigns or comprehensive account performance.
- [Progress Bar ](https://help.smartreach.io/docs/progress-bar-in-campaigns-page.md): Track campaign progress with SmartReach progress bar. Monitor prospect status, email errors, completion rates, and campaign performance at a glance.
- [Track Email Opens and Clicks](https://help.smartreach.io/docs/how-does-smartreach-track-email-opens-and-clicks.md): How SmartReach.io Tracks a Sent Email
- [Email Reports](https://help.smartreach.io/docs/email-reports.md): Learn how to configure email reports in Smartreach to send campaign progress updates to up to 3 team email addresses.
- [Types Of Campaign Reports](https://help.smartreach.io/docs/types-of-reports.md): Explore detailed SmartReach reporting types. Track prospects, teams, templates, links, timing, and performance analytics for cold email campaigns.
- [Multichannel Reports](https://help.smartreach.io/docs/multichannel-outreach-based-reports.md): Access comprehensive task reporting for multichannel outreach in SmartReach. Track LinkedIn, email, WhatsApp, and SMS task performance and team contributions.
- [SmartReach's LeadFinder](https://help.smartreach.io/docs/smartreachs-leadfinder.md): Find your next customers with SmartReach LeadFinder. Access 300M+ verified contacts and 50M+ companies, then use powerful filters to build highly targeted prospect lists.
- [Adding Members To Your Team](https://help.smartreach.io/docs/adding-members-to-your-team.md): Add team members to your SmartReach account with role-based permissions. Send invitations and manage user access for cold email collaboration.
- [Changing Team Name(Non - Agency)](https://help.smartreach.io/docs/changing-team-namenon-agency.md): Rename your team in SmartReach team settings. Update team names through user management for better organization and identification.
- [Roles & Permissions](https://help.smartreach.io/docs/roles-and-permissions.md): Understand SmartReach user roles and permissions. Owner, Admin, and Member access levels for cold email team collaboration and account management.
- [2-Factor Authentication](https://help.smartreach.io/docs/2-factor-authentication.md): Enable 2FA security for your SmartReach account. Protect cold email campaigns with Google Authenticator two-factor authentication setup.
- [Managing Agency](https://help.smartreach.io/docs/manage-agency.md): Manage multiple clients with SmartReach agency features. Access client campaigns, team management, permissions, and dashboard controls in one place.
- [Adding A New Client To Your Agency Account](https://help.smartreach.io/docs/adding-a-new-client-to-your-agency-account.md): Add clients to your SmartReach agency account. Create new client teams and manage multiple accounts from one centralized dashboard.
- [Inviting Team Members To Manage A Clients Campaign](https://help.smartreach.io/docs/inviting-team-members-to-manage-a-clients-campaign.md): Assign team members to specific clients in SmartReach agency accounts. Set roles and permissions for managing individual client cold email campaigns.
- [Switching Between Teams](https://help.smartreach.io/docs/switching-between-teams.md): Seamlessly switch between client accounts in SmartReach agency dashboard. Access multiple client campaigns without logging in and out repeatedly.
- [Changing Team Name (Agency)](https://help.smartreach.io/docs/changing-team-name-agency.md): Rename client teams in your SmartReach agency account. Edit team names through agency settings for better organization and management.
- [Enable/disable Teams](https://help.smartreach.io/docs/enabledisable-teams.md): Control client team access in SmartReach agency accounts. Enable or disable specific client teams from dashboard or agency settings.
- [Edit Role Of A Member](https://help.smartreach.io/docs/edit-role-of-a-member.md): Change team member roles in SmartReach agency accounts. Assign Owner, Admin, or Team Member roles through agency settings or team management.
- [Edit Role Permissions ](https://help.smartreach.io/docs/edit-permissions-for-a-role.md): Customise role permissions in SmartReach.io. Set granular access for Owner, Admin, and Team Member roles with detailed controls
- [Change Subscription Plan](https://help.smartreach.io/docs/change-subscription-plan.md): Learn how to easily upgrade or downgrade your Smartreach subscription plan in just 3 simple steps from your billing settings.
- [Billing FAQs](https://help.smartreach.io/docs/billing-faqs.md): Get answers to common billing questions. Manage your SmartReach.io subscription, update payment methods, understand invoices, and troubleshoot billing issues.
- [Referral Program](https://help.smartreach.io/docs/referral-program-guide.md): Learn how Smartreach's referral program works, earn 15% rewards, find your referral link, and track your successful referrals.
- [Campaign Emails Not Being Sent](https://help.smartreach.io/docs/troubleshoot-checklist-for-campaign-emails-not-being-sent.md): Troubleshoot why your cold email campaigns aren't sending with these 6 step-by-step solutions for common Smartreach delivery problems
- [Best Practices for Cold Emailing](https://help.smartreach.io/docs/best-practices-to-create-a-great-cold-email-campaign.md): Learn how to improve email deliverability with SmartReach. Get emails to primary inbox with domain setup, sending limits, and content best practices.
- [Open Rate Cheat Sheet](https://help.smartreach.io/docs/open-rate-cheat-sheet.md)
- [Bounce Rate Cheat Sheet](https://help.smartreach.io/docs/bounce-rate-cheat-sheet.md): Learn how to reduce email bounce rates in Smartreach.io with proven strategies, email validation, and deliverability best practices for cold email campaigns.
- [Reply Rate Cheat Sheet](https://help.smartreach.io/docs/reply-rate-cheat-sheet.md): Boost cold email reply rates with SmartReach features. Learn personalization, A/B testing, multi-channel outreach, and best practices for higher engagement.
- [Common Spam-Trigger Words](https://help.smartreach.io/docs/common-spam-trigger-words.md): Avoid spam filters with this comprehensive list of trigger words. Improve cold email deliverability by steering clear of flagged phrases and terms.
- [Avoid Spam Cheat Sheet](https://help.smartreach.io/docs/stop-email-going-to-spam-folder-cheat-sheet.md): Stop your cold emails from landing in spam folders. Learn SmartReach features and best practices to improve email deliverability and avoid spam filters.
- [Restart Campaign Paused Guide](https://help.smartreach.io/docs/campaign-paused-review-for-high-bounces.md): Restore paused SmartReach campaigns caused by high bounce rates. Learn to clean email lists, improve content, and protect sender reputation.
- [New Campaign Review Guide](https://help.smartreach.io/docs/new-campaign-launch-review.md): Understand SmartReach's campaign review process for new organizations. Learn approval requirements and best practices for cold email compliance.
- [Cheat Sheet : Human-Like Sending](https://help.smartreach.io/docs/human-like-sending-best-practices.md): Improve cold email deliverability with human-like sending patterns. Learn to avoid spam filters and replicate natural email behavior in SmartReach.
- [Cheat Sheet : Bounce Shield](https://help.smartreach.io/docs/bounce-shield-best-practices.md): Protect sender reputation with bounce shield strategies in SmartReach. Manage bounce rates effectively and improve cold email deliverability.
- [Cheat Sheet : Best time to send emails](https://help.smartreach.io/docs/cheat-sheet-best-time-to-send-emails.md): Find optimal sending times for cold email campaigns. Learn behavioral data analysis, timezone considerations, and timing best practices for higher engagement.
- [Internship Outreach Guide](https://help.smartreach.io/docs/students-guide-to-a-successful-internship-application-outreach.md)
- [SmartReach Credits](https://help.smartreach.io/docs/smartreach-credits.md): Learn how SmartReach credits work across LeadFinder, ProspectDaddy, and Smart Email AI Agent. Check your balance and add credits easily

## API Reference
- [Using the SmartReach API - Introduction](https://help.smartreach.io/reference/using-the-smartreach-api.md)
- [Authentication](https://help.smartreach.io/reference/authentication.md)
- [Team Identification](https://help.smartreach.io/reference/team-identification.md)
- [Making an API call](https://help.smartreach.io/reference/making-an-api-call.md)
- [Error Handling](https://help.smartreach.io/reference/error-handling.md)
- [Add/Update new prospects](https://help.smartreach.io/reference/addprospects.md): Api to create/update prospects
- [Get prospects](https://help.smartreach.io/reference/getprospects.md): Api to fetch prospects
- [Get campaigns](https://help.smartreach.io/reference/getcampaigns.md)
- [Get campaign from id](https://help.smartreach.io/reference/getcampaign.md)
- [Get prospect/s in campaign](https://help.smartreach.io/reference/get_campaigns-campaign-id-prospects.md): Api to get prospect/s in campaign
- [Add prospects to campaign](https://help.smartreach.io/reference/post_campaigns-campaign-id-prospects.md): Api to add prospects to campaign
- [Unassign prospect/s From Campaign](https://help.smartreach.io/reference/put_campaigns-campaign-id-prospects.md): Api to unassign prospect/s From Campaign
- [Update prospects status for a campaign](https://help.smartreach.io/reference/put_prospects-prospect-status-change.md): Api to update prospect status for a campaign
- [Change campaign status](https://help.smartreach.io/reference/startstopcampaign.md): Start/Stop/Schedule campaign by id
- [Get campaign settings by id](https://help.smartreach.io/reference/channelsettings.md): Get multichannel settings for a campaign.
- [get stats of a campaign by id](https://help.smartreach.io/reference/getcampaignstats.md): get campaign stats by id
- [Get all email_settings from Account](https://help.smartreach.io/reference/get_email-settings.md): Api to find all email_settings from an Account
- [Get email_setting by id](https://help.smartreach.io/reference/get_email-settings-email-setting-id.md): Api to find  email_settings by id
- [Get do not contact list](https://help.smartreach.io/reference/getdnc.md)
- [Remove from do_not_contact list](https://help.smartreach.io/reference/deletednc.md): Remove multiple emails/domains from do_not_contact list using id.
- [Add emails to do_not_contact list](https://help.smartreach.io/reference/addemailstodnc.md)
- [Add domains to do_not_contact list](https://help.smartreach.io/reference/adddomainstodnc.md)
- [Get teams](https://help.smartreach.io/reference/getteams.md)
- [Get team by Id](https://help.smartreach.io/reference/getteambyid.md)
- [Get Users in a team](https://help.smartreach.io/reference/getusers.md): Api to get users in a team
- [Get User by userId](https://help.smartreach.io/reference/getuserbyid.md): Api to get user Details using userId
- [Update task status](https://help.smartreach.io/reference/changetaskstatus.md): Update the status of a specific task

## Changelog
- [Feature Release Note - March 2025](https://help.smartreach.io/changelog/feature-release-note-march-2025.md)
- [Product Release Note - September 2024](https://help.smartreach.io/changelog/esp-matching.md)
- [Product Release Note - July 2024](https://help.smartreach.io/changelog/product-release-note-july-2024.md)
- [Product Release Note - June 2023](https://help.smartreach.io/changelog/product-release-note-june-2023.md)
- [Product Release Note - May 2023](https://help.smartreach.io/changelog/product-release-note-may-2023.md)
- [Product Release Note - February 2023](https://help.smartreach.io/changelog/product-release-note-february-2023.md)
- [Product Release Note - September 2022](https://help.smartreach.io/changelog/product-release-note-september-2022.md)
- [Product Release Note - Mid August 2022](https://help.smartreach.io/changelog/product-release-note-mid-august-2022.md)
- [Product Release Note - August 2022](https://help.smartreach.io/changelog/release-note-august-2022.md)