Basic Setup

Welcome to QuickMail!

This guide will walk you through the basic account setup for a QuickMail account from adding an inbox to sending your first email. 
This should help you to get familiar with the basic functions of QuickMail and get an idea of how the platform works.

The guide is divided into 4 simple sections: 

Adding an Inbox

What's an inbox?

The first step is to connect an Inbox. An inbox is the email account that you will be sending emails from. 
QuickMail will use the same email service that your email account is using to send emails.

You can use a GSuite, Outlook, or any email service that you have IMAP and SMTP access to.

The inbox(es) you use can be completely different from the one you signed up for QuickMail with.    

However, it's recommended to  not use your primary business domain for Cold Emailing
to avoid risking the business/work domain - as cold emailing always has its risks.

Adding an Inbox

Click the Settings button on the left sidebar, and click the Inboxes section. Then, use the blue 'Add Inbox' button

You'll be presented with two options: 'I Have Access To The Inbox' and 'I Don't Have Access To The Inbox'

The latter can be used if you're managing the QuickMail account for another person/company, so they won't need to share their email account password. QuickMail will provide you a link to send to them, so they'll be able to add their email as an inbox to your account.
On the next page, you'll tell QuickMail which sort of Inbox it is you're adding.

Gmail/Gsuite accounts are pretty straight forward to add, just click the "Sign in with Google" button and sign in with the Gmail account.

For Microsoft Inbox, be sure you're already signed in to it at https://login.live.com before hitting the Microsoft option.

For non-Gmail and non-Microsoft email accounts, you can follow this guide - Adding a Custom Inbox

Getting your Prospects and Campaigns Ready


There are three important things to take care of to get started with 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 answer those 3 questions in order.

WHO? Adding Prospects

In order to email people (called Prospects), you need to create them in QuickMail first.
There are two ways of doing that: entering their information manually or importing them from a Google Sheet.

Head to the Prospects section on the left sidebar.
To add a Prospect manually, click the 'Add Prospect button' and type in their details:

Click 'Create' to add the Prospect and close the window, or click 'Create More' to leave the window open and add additional Prospects.
To Import from a CSV or Google Sheet, click 'Import Prospect'.
You'll then either load a CSV or select the Google Sheet you'd like to use. 

On the next page, you'll need to map the Columns in your Sheet to the Attributes in QuickMail, so that QuickMail can put the right information in the right place.



You can check this article for more details on how to import prospects - How to Add Prospects

Now, we'll move on to  WHAT to send them.

WHAT? Crafting Campaigns (Campaigns)

In QuickMail, you need to create Campaigns in order to send emails to Prospects, create tasks, automate calls, and more...
You can think of a Campaign like a train track which lays out a path for Prospects with several stops along the way.
Just like a train track, it can be reused at any time, with each Prospect following the specific path you set for them.
Let's start by creating a Campaign.
Click Campaigns on the left sidebar, and use the Create New Campaign button:

First, name your sequence and click Create.

Great! QuickMail will now take you to the Steps section of your Campaign where you can determine what your Prospect will receive when they start this Campaign.
Following the train analogy, Steps are the train stations. All Prospects will start on the first step, and if no reply is detected ("getting off of the train") they'll continue down the track and move to the second step. 
Click Add a First Step on the left Sidebar, and choose Email:

The next page will allow you to write a subject line and body for your email.

You can also use Attributes to personalize the message you're sending to each Prospect! 
Here's an article on how Attributes work - How to Use Attributes

Save the message by using the 'Create Step' button at the bottom of the page.
Before we add a second message to the Campaign, our next step should be a Wait, so that the Prospects don't get both messages at the same time!
Click Add a Step, but this time, choose Wait (Add a delay):

Click Create Step, and you'll be good to go. Now, QuickMail will wait 3 days before moving on to any subsequent Step. 
Then, it's time to create a follow-up Step for the Prospects who don't reply to Step 1. It could be something as simple as a "bump" email. E.g. "Just wanted to make sure the email below didn't fall through the cracks." Or, it could be a different value proposition to your Prospects. Whatever you need it to say!
Just repeat the steps we did earlier, and add a new Email.
From here, you can either add additional Steps to your Sequence, or if you're happy with what you have, it's time to get this show on the road!
Head to the Inboxes section of the Campaign and choose the Inbox that we added to the account earlier, by clicking the circle to the left of the inbox:

Finally, use the grey Review & Go Live button in the top-right corner of the Campaign, and use the Go Live button in the top bar!

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? Starting Journeys

There are several ways to begin a Journey for your Prospects.
 A Journey is the process of a Prospect going through the Steps of a Campaign
We're going to have a look at two ways of doing that: by creating a Schedule to automate Prospects starting on their journey, or to manually start them from the Prospect List.
First, manually starting them. It's simply a matter of heading to the Prospect List, selecting a Prospect, and choose Start Campaign from the Action Menu, that slides up from the bottom:

Head back to the Campaign we created, and use the Journeys tab. This will show the progress of Prospects as they go through the Journey. From here, we can see that this Prospect has already started the Journey, just as they were supposed to!
Let's see what starting that Prospect on a Journey would look like using a Schedule instead.
First up, a Bucket will need to be created. A Bucket is a way of Grouping Prospects in the QuickMail account.

Head to Campaigns > Buckets, and use the Create New Bucket button.

Then, give the Bucket a name, choose whether you'd like to use Email Verification, and what kind of Prospects are eligible to be in the Bucket.

Then, head to the Prospect List, head to the Prospect List then select a number of Prospects. Use the Add to Bucket button and choose the Bucket you'd like them to go into.

Next, head to the Campaign that you'd like that Bucket to start Prospects on, and head to the Schedules section. Click Add Schedule.

The next page will allow for choosing the day(s) of the week you'd like Prospects to start, the time of day, the number of Prospects to start the Schedule, and from what Bucket they should come.

Schedules will automatically take prospects from the bucket and add them to the campaign until the buckets selected are empty.
You can check these articles for more in-depth information about Buckets and Schedules: 
Buckets and  How to Schedule Campaigns 
We hope you find this Getting Started guide helpful.
Feel free to browse around the Help Center, or send us an email to support@quickmail.io. We're always happy to help!