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Step-by-step guides to set up and run your outreach responsibly.
19 article(s)
- Getting started
Getting started in 5 steps
From onboarding to your first approved campaign.
Read article - Getting started
The demo workspace
Explore with fictional data, then delete it in one click.
Read article - Prospecting
Building a good ICP
Industries, company size, roles, signals — and why narrower is better.
Read article - Prospecting
Importing leads from CSV or Excel
Column mapping, deduplication and what happens to suppressed contacts.
Read article - Prospecting
Campaigns and sequences
Create a campaign, build the email sequence and set up sending.
Read article - Mailboxes & deliverability
Connecting Gmail / Google Workspace
OAuth connection, permissions and sending limits.
Read article - Mailboxes & deliverability
Connecting Microsoft 365 / Outlook
OAuth via Microsoft Graph for sending and reply sync.
Read article - Mailboxes & deliverability
Connecting any mailbox with SMTP / IMAP
For providers other than Google and Microsoft.
Read article - Mailboxes & deliverability
Deliverability basics: SPF, DKIM, DMARC
The DNS records every sending domain needs.
Read article - Mailboxes & deliverability
Gradual mailbox warm-up
A gradual volume ramp to protect the reputation of a new mailbox.
Read article - Credits & billing
Billing and referrals
Track your credits and earn credits by referring other teams.
Read article - Compliance & data
Unsubscribes and the suppression list
How opt-outs are honored automatically.
Read article - Compliance & data
GDPR for B2B prospecting
Your responsibilities as controller, and the tools that help.
Read article - Tools and API
REST API and webhooks
API keys, scopes, signed events and connecting to Zapier or Make.
Read article
