Basic Setup

Creating an account

Go to and click on the blue button "Free 14-Day Trial" or Login on the top right corner.

You will be asked to select a platform with which you'd like to connect to QuickMail. 

// why would I want to use each one? This will create your personal login for QM and it's not the one that you'll use for emailing. 

Choose an account and click on it. If the account you're looking to add is not on the list, you can click on "Use another account". Then, click on "Allow" to move to the next screen. 

3 things you need to setup QuickMail

You only need to configure 3 things to start sending cold emails in QuickMail: WHO, WHAT & WHEN

Who: Who do you want to email?

What: What do you want to say to them in that email?

When: When do you want to send them the emails?

Let's see how to answer those 3 questions in order -

WHO? Importing prospects

In order to email people (called prospects), you need to create them in QuickMail first. You can do that manually or import them from a Google Spreadsheet. We'll see how to do the latter together.

Note: If you have only Excel, no worries, the process is super smooth, please follow this link (Importing your Excel Spreadsheet into Google Sheets) and come back to this page when the Google Spreadsheet is created.

Note: If you don't have any list and would like to start filling a spreadsheet from scratch, please follow this link (Google Sheets) and come back to this page when you have a Google Spreadsheet created.

First, because we want to stay organized with our prospects, and want to use automation, we'll create a group (this will serve us later).

You can name the group anything you would like. Most users use groups to define audience or source of prospects. E.g. Marketing Directors - LinkedIn

Then, on the prospect list page (see in the navigation panel on the left), click on "Action" -> "Import Prospects". 

This will bring you to the next page, where you can select one of your Google Spreadsheets. Select one and click "Next".

This page lets you map your spreadsheet columns to what QuickMail expects. If you name the columns like QuickMail prefers (e.g. creating an empty spreadsheet), you will have them already mapped for you. Otherwise, you'll need to manually assign them. Assign a company column if you want companies to be created for those prospects.

At the bottom of this page, check "Move to a group" and select one if you want the prospects to be in a group (this is important for automation).

Then all you need is to wait until the import is completed.

Once done, refresh the page and see your prospects freshly imported.

This concludes the WHO, now we need to determine WHAT to send them.

WHAT? Crafting emails

In QuickMail, you need to create Sequences. We use the word sequence instead of Campaign because Campaign is often looked as a one-off. In QuickMail, sequences are more like a train track laying out a path and prospects can enter the sequence at any time and simply follow the sequence of steps.

Let's start by creating a sequence, and give it a name.

Choose a name for your sequence and click "Create".

You will then see an empty sequence you will need to populate with email templates.

You have 2 important notions to understand: Steps and Variations.

1. Steps: To keep our train analogy, those are like train stops at stations. Prospects will start on step 1 and move to the next step if no reply has been detected by the time determined in step 1 selected variation.

2. Variations: Again with our train analogy, those are different tracks to go to the next train station. A prospect will choose one at random when reaching this step. This is mostly used for A/B testing.

The first step is automatically created for you, but you still need to populate the step with variations.

Let's add an Email. If you only add this email variation, all prospects starting this sequence (step 1) will receive this email.

A new window will pop-up asking you to enter a subject and a body for your email

This is also the place where you set in how many hours you want the prospect to proceed to the next step if no reply is detected. By default it's 72 hours, meaning 3 days.

Once your first email is completed, click save and close the window, you just did your first variation.

Then you can either choose to add more variation to the step 1 or create a second step.

Then you can add variation to Step 2. Usually, they represent a "bump" email. E.g. "Just wanted to make sure the email below didn't fall through the cracks".

The default behavior includes previous email (like replying to your own email), but you can change that in the option when editing your variations of the second step.

Once you are happy with your sequence, don't forget to test :)

Just follow the instructions and verify the emails you received in your inbox are looking like you want. If not, edit the sequence and repeat the test process.

Now we know WHO we want to contact and WHAT to send them, it's time to determine WHEN we start prospects on our sequence.

WHEN? Determining schedules

You have many ways to start prospects on sequences.

You can select "Add Prospects Manually" as the action menu of the sequence.

You will be asked to select a number of prospects you want to start on that sequence as well as a group (remember, when you imported prospects?). The advantage of this approach is that it's an immediate bulk action.

Prospects who already have been contacted will not start this sequence. QuickMail will only take prospects who never started a conversation before.

Another more handpicked way is to start from the prospect list page. Select prospects you want to start a sequence and select the bulk action to start the sequence.

You also can start a sequence directly from the prospect detailed page too.

The advantage of these hand picking approach is that you can start multiple sequences on prospects.

That is you can start them on another sequence even-though they already are/did a sequence.

But the power of QuickMail lays in the scheduling and how you can have QuickMail start sequences on your behalf at certain times.

For that, head to Scheduling and create a schedule

You will then get to choose when you want QuickMail to add prospects to a sequence, how many, from which group, and for which sequence.

For example, here we can see that I selected every Monday, Tuesday, Thursday, and Friday to start at 9 am PST, 20 prospects from the Founder group.

The advantages are many. I don't need to be in front of QuickMail every day at 9am to start prospects on a sequence (it's running on auto-pilot) and only prospect who has no conversation (have not been emailed by QuickMail yet) will be selected.

This allows you to upload a lot of prospects, setup a few schedule and wait until replies happen.

If there aren't any prospects available, then nothing will happen, so do check your group has enough prospects available from time to time.

This concludes the very basic setup of QuickMail. If you have any questions, please check the knowledge base or shoot us an email at