Welcome to the User Learning Center β your one-stop hub to quickly learn, launch, and optimize every part of the platform. From setting up campaigns to tracking leads and analytics, each video walks you through the essentials step by step.
Letβs get started π
Dashboard
Track meetings, email replies, AI conversations, and engagement signals all from your main dashboard. In this video, you'll learn:
β View and join upcoming meetings directly from your dashboard
β Access interested email replies flagged by AI
β Track AI-generated conversations on your landing page
β Monitor open/click signals and website visits with tracking filters
β Identify high-interest leads for personalized follow-up
Lead Finder
Learn how to streamline your lead generation by saving searches, exporting data, and targeting companies with precision. In this video, you'll learn:
β Save complex filter sets for future use
β Export filtered leads and download them easily
β Build people lists by selecting target companies
β Use company filters for account-based marketing
β Get support via onboarding webinars or live chat
Campaigns and Sequences
Configure how your emails are sent, tracked, and responded to with flexible settings and automation options. In this video, you'll learn:
β Set up notification emails, opt-out messages, and plain text mode for better deliverability
β Choose between auto-fill or manual mailbox assignment
β Enable unsubscribe headers and connect custom sending domains
β Customize sending schedules and campaign language preferences
β Use AI auto-reply to respond to interested leads (recommended only after training)
Launch Your Campaign
Manually launch campaigns once mailboxes are ready, review targeting and sequences, and track replies all within a guided flow. In this video, you'll learn:
β Check mailbox availability before launching a campaign
β Review and confirm the target audience and email sequences
β Set send delays, edit emails, and preview message content
β Enable plain text emails and notifications for best deliverability
β Assign mailboxes, connect LinkedIn (if applicable), and click Launch
β View replies by campaign, mailbox, or status in the inbox
DFY Domains & Mailboxes
Set up custom domains and mailboxes with zero technical effort using the Done For You onboarding flow. In this video, you'll learn:
β Generate domain name options with AI or enter your own prefixes
β Choose from available .com or .org domains with mailbox packages
β Set a forwarding domain and configure sender details
β Understand pricing breakdown: one-time setup vs. monthly and annual fees
β Track setup status and allow 2 weeks for warmup and configuration
Email Sending Limits & Ramp Up Schedule
Control how many emails are sent per day from each mailbox using default or custom ramp-up schedules. In this video, you'll learn:
β Use default sending schedules pre-configured for new mailboxes
β Customize ramp-up schedules with daily or weekly email limits
β Manually adjust limits per day or week based on mailbox warm-up history
β Avoid high-volume sending early to protect deliverability
β Full flexibility to edit individual mailboxes (bulk edit not yet supported)
LinkedIn Integration
Automate LinkedIn outreach with rules-based connection requests and messaging, integrated into your campaign workflows. In this video, you'll learn:
β Set conditional connection requests based on email engagement (clicks, opens, replies)
β Choose to include or exclude a message with connection requests
β Add follow-up messages after delays (e.g., 3 days post-request)
β Configure your LinkedIn account, monitor connection limits, and track usage
β View LinkedIn campaign analytics alongside email in the multi-channel tab
Enrichment
Enhance your contact and company data by uploading CSV files and enriching missing details using mapped fields. In this video, you'll learn:
β Upload people or company CSV files for enrichment
β Map CSV headers to enrichment fields with drag-and-drop
β Choose between Auto-Fill (only fill blanks) and Auto-Overwrite (replace all data)
β Use email or LinkedIn URL for person enrichment; domain or LinkedIn URL for companies
β View processed enrichments, fix errors, and manage archived results
Analytics
Track and measure performance across all campaigns with visual metrics, filters, and reply-level insights. In this video, you'll learn:
β Monitor top metrics like leads reached, emails sent, delivery rate, and replies
β Analyze reply and unsubscribe rates to assess engagement quality
β Use graphs to view daily email activity and interaction trends
β Click on data points to see reply details and email status
β Filter analytics by campaign, date range, and view type (unique vs. total)
Website Visitor Identification
Track anonymous website visits, identify company-level traffic, and use location-based filtering to refine your lead targeting. In this video, you'll learn:
β View interactive maps or tables showing visitor companies and locations
β Reverse-engineer visits by searching employee roles and domains
β Use filters like geography, role, and domain to narrow down visitor identity
β Add likely visitors to a campaign for targeted outreach
β Set up tracking by integrating your website and installing the tracking pixel
White Label Overview
Customize the platform with your brand, login URL, support center, and billing controls to deliver a fully white-labeled experience. In this video, you'll learn:
β Set your own domain or subdomain for user login
β Display your brand logo, name, and color palette across the platform
β Direct users to your custom support center link
β Assign branded plans with custom credits and feature access
β Control billing cycles and manage recurring fees for each assigned plan