GTM and Outreach
Help center / Getting started

Start here.

Your first day, step by step. From sign-up to your first campaign.

Welcome. This page shows the steps for your first day. Each step takes a few minutes.

1. Connect a mailbox

Go to Mailboxes and click Connect mailbox. You can use Google Workspace, Microsoft 365, Zoho or any provider with SMTP and IMAP. See Connect a Google mailbox, Connect Microsoft 365, Connect Zoho or Connect any other provider.

Connect as many mailboxes as you like. There is no extra charge.

2. Check your domain

Open your domain from the Mailboxes page. Fix anything red: SPF, DKIM, DMARC. See Set up SPF, DKIM and DMARC.

3. Import contacts

Go to Contacts and import a CSV file, an Excel file or a Google Sheets link. We check every address and tag each contact with their email provider. See Import contacts.

4. Create your first campaign

Go to Campaigns and click New campaign. Pick your list, your mailboxes, your schedule and write your emails. See Create a campaign.

Your first campaign gets a quick review before it sends. It usually takes under an hour. We email you when it’s approved.

5. Set up reply forwarding

Replies land in the Master Inbox. You can also forward them to your usual inbox. Open a mailbox’s Settings and fill in Forward replies to.

Good to know

Still stuck? Use the chat button inside the app, or email us at [email protected].