Skip to main content

Academy & Learning Center

Updated yesterday

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.

Let’s get started πŸš€

Dashboard

Track meetings, email replies, AI conversations, and engagement signals all from your main dashboard. In this video, you'll learn:

βœ… View and join upcoming meetings directly from your dashboard

βœ… Access interested email replies flagged by AI

βœ… Track AI-generated conversations on your landing page

βœ… Monitor open/click signals and website visits with tracking filters

βœ… 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:

βœ… Save complex filter sets for future use

βœ… Export filtered leads and download them easily

βœ… Build people lists by selecting target companies

βœ… Use company filters for account-based marketing

βœ… 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:

βœ… Set up notification emails, opt-out messages, and plain text mode for better deliverability

βœ… Choose between auto-fill or manual mailbox assignment

βœ… Enable unsubscribe headers and connect custom sending domains

βœ… Customize sending schedules and campaign language preferences

βœ… 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:

βœ… Check mailbox availability before launching a campaign

βœ… Review and confirm the target audience and email sequences

βœ… Set send delays, edit emails, and preview message content

βœ… Enable plain text emails and notifications for best deliverability

βœ… Assign mailboxes, connect LinkedIn (if applicable), and click Launch

βœ… 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:

βœ… Generate domain name options with AI or enter your own prefixes

βœ… Choose from available .com or .org domains with mailbox packages

βœ… Set a forwarding domain and configure sender details

βœ… Understand pricing breakdown: one-time setup vs. monthly and annual fees

βœ… 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:

βœ… Use default sending schedules pre-configured for new mailboxes

βœ… Customize ramp-up schedules with daily or weekly email limits

βœ… Manually adjust limits per day or week based on mailbox warm-up history

βœ… Avoid high-volume sending early to protect deliverability

βœ… 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:

βœ… Set conditional connection requests based on email engagement (clicks, opens, replies)

βœ… Choose to include or exclude a message with connection requests

βœ… Add follow-up messages after delays (e.g., 3 days post-request)

βœ… Configure your LinkedIn account, monitor connection limits, and track usage

βœ… 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:

βœ… Upload people or company CSV files for enrichment

βœ… Map CSV headers to enrichment fields with drag-and-drop

βœ… Choose between Auto-Fill (only fill blanks) and Auto-Overwrite (replace all data)

βœ… Use email or LinkedIn URL for person enrichment; domain or LinkedIn URL for companies

βœ… 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:

βœ… Monitor top metrics like leads reached, emails sent, delivery rate, and replies

βœ… Analyze reply and unsubscribe rates to assess engagement quality

βœ… Use graphs to view daily email activity and interaction trends

βœ… Click on data points to see reply details and email status

βœ… 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:

βœ… View interactive maps or tables showing visitor companies and locations

βœ… Reverse-engineer visits by searching employee roles and domains

βœ… Use filters like geography, role, and domain to narrow down visitor identity

βœ… Add likely visitors to a campaign for targeted outreach

βœ… 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:

βœ… Set your own domain or subdomain for user login

βœ… Display your brand logo, name, and color palette across the platform

βœ… Direct users to your custom support center link

βœ… Assign branded plans with custom credits and feature access

βœ… Control billing cycles and manage recurring fees for each assigned plan

Did this answer your question?