You're probably dying to start sending out campaigns right away, but before you do that you'll need to:
- Define your recipients in your CRM
- Authenticate your domain
Defining your campaign recipients with filters in your CRM
Outfunnel uses your CRM - either Pipedrive or Copper - as the single source of truth. It's where all your contacts get pulled from and all the engagement data gets synced to.
Before diving in and launching your first email campaign, it's a good idea to spend a little bit of time setting up your CRM contacts so they can be used as segments in Outfunnel.
For example, in Pipedrive you would create a filter for customers who you've not spoken to in more than 3 days, then that would appear as a recipient list in Outfunnel.
Similarly, in Copper, you can use tags, lead status and contact type to define your list of recipients.
Learn how to segment CRM contacts with Outfunnel
Authenticate your domain (optional, but super recommended)
We recommend that you verify your domain so that email providers and clients can be confident it was sent by us with your permission. This improves deliverability rates and helps to get your email past spam filters.
How to use our email marketing feature
Send simple, one-off emails with Outfunnel and get all that juicy open and click data, directly in your CRM.
How to use our email sequences feature
Send automated lead nurturing campaigns and sync email engagement data directly to your CRM