Quick start guide
Launch your first cold email campaign in just a few steps. Follow this guide to go from zero to sending.
What We'll Cover
- Connect an email account
- Create a campaign
- Write your email sequence
- Upload your leads
- Launch your campaign
Step 1: Connect an Email Account
Go to Email Accounts in the sidebar and click Add New. Choose your provider (Google, Microsoft, or SMTP) and follow the connection steps.
Detailed guide: Connecting accounts →Step 2: Create a Campaign
Go to Campaigns and click New Campaign. Give it a descriptive name like "SaaS Founders - Product Demo".
Detailed guide: Creating campaigns →Step 3: Write Your Email Sequence
In the Sequences tab, write your initial email and add follow-ups. Use variables like {{firstName}} for personalization.
Example first email:
Hi {{firstName}}, I noticed {{companyName}} is growing fast...
Step 4: Upload Your Leads
Go to the Leads tab and click Upload CSV. Your CSV should have columns like email, firstName, companyName.
CSV example:
email, firstName, companyName
sarah@acme.com, Sarah, Acme Inc
Step 5: Select Accounts & Schedule
In the Accounts tab, select which email accounts to use. In the Schedule tab, set your timezone and sending hours.
Step 6: Launch!
Click Start Campaign to begin sending. Emails will go out according to your schedule. Monitor performance in the campaign dashboard and handle replies in Unibox.
Pre-Launch Checklist
- Email account connected and working
- Email sequence written with subject line
- Variables match your CSV columns
- Leads uploaded successfully
- Schedule set for appropriate times
- Test email sent and reviewed
Start Small
For your first campaign, start with a small batch of leads (50-100). This lets you test your messaging and make adjustments before scaling up.
What's Next?
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