Hey there! So, you just signed up for Success.ai and are probably wondering, "What's next?" Well, we've got you covered!

You can directly jump to a specific step by clicking on it.

Step 1: Connect your email accounts with Success.ai

Step 2: Add a custom tracking domain. (optional but recommended)

Step 3: Enable Warmup. (let the email complete the warmup period for 3-4 weeks)

Step 4: Create your first campaign.

First things first, let's head over to the Email Accounts section and connect an email account with Success.ai.

Now, it's important to make sure that both IMAP and SMTP are enabled. Why? Because our warmup system needs SMTP to send out emails, IMAP helps detect replies.

If you're using Google accounts, we've got a specific guide for connecting the email via app password and oAuth Method. These guides cover everything from enabling IMAP to connecting your account to Success.ai.

You can also connect your Google Account via the App Password method.

And hey, if you're using a Microsoft account, we've got guides tailored just for you!

Enable the IMAP and SMTP on your Microsoft.

If your email is hosted directly on Microsoft you can use this guide for enabling SMTP.

If you purchased your Microsoft account through GoDaddy, please follow an alternative guide for Enabling SMTP.

Once you have Enabled IMAP and SMTP on your Microsoft Account you can proceed with connecting your Microsoft/Outlook account with Success.ai

Follow this one for general connection: Guide for Connecting Outlook.

You can also connect email accounts from SMTP providers other than Google and Microsoft i.e. Sendgrid, Mailgun, etc by following the below-mentioned guide.

You can also connect bulk accounts via a CSV file by following the below-mentioned guide.

Once you have successfully connected your email accounts you can move to next steps.

Alright, let's talk about custom-tracking domains. It might sound a bit technical, but don't worry, I'll break it down for you.

When we track email opens and clicks, we add a special code to the end of specific website addresses, like this: example. com/{code}. Each address is unique so that we can tell when someone opens an email or clicks a link. By default, everyone uses the same tracking domain.

Now, why should you consider adding a custom tracking domain? Well, it's like having your own space in a big crowd. We have almost a million users, and if one of them does something not-so-great, it won't affect you. You can set this up by following the steps in this guide

A quick tip: You can use the same custom tracking domain for multiple email accounts. For example, if you set up track.success.ai for success.ai, you can use it for all your email accounts in success.ai.

However, here's something to consider: While you can use one tracking domain for email accounts with different domains, it's usually a good idea to have a custom tracking domain for each domain. So, if you have email accounts with three different domains, set up three custom tracking domains, one for each domain.

For example, if you have [email protected], the tracking domain could be track.success.ai. For [email protected], you might want to use track.leadingly.io. It helps keep things organized!

Think of an email warmup as a friendly introduction before diving into a deep conversation. When you create a new email account or haven't used one for a while, it's a bit like meeting someone new or reconnecting with an old friend. Email warmup is the process of gradually increasing the sending volume of your emails over a period, allowing your email provider (like Gmail or Outlook) to get to know your sending habits and build trust.

Email warmup is vital for successful marketing because it:

In a Nutshell, Email warmup is like introducing yourself slowly to build trust with email providers. It's essential for successful email marketing because it ensures your emails are delivered, land in the inbox, and don't end up in the spam folder. By taking the time to warm up, you're setting the stage for a long and healthy relationship with both email providers and your audience.

Let's talk about warmup - it's like getting your sending email account ready and warmed up for action! Here's a simple guide on how to enable warmup:

Now, you're in control! You can decide how many warmup emails should go out each day and how many need a friendly reply. Sounds cool, right? Check out this guide on how to configure your warmup settings:

Once you have enabled the warmup your sending account will automatically start sending and receiving emails to build the reputation of your sender accounts. Here is how Email warmup works.

Here is a guide on how to streamline your inbox so warmup emails don’t disturb your regular mailbox.

Easy peasy! You'll have your email account all warmed up and ready to go in no time.

Now that we've got everything set up, it's time to dive into sending out your first campaign! Here's a step-by-step guide on how to create a campaign.

Need to upload your leads? No worries!

You can do it easily either from a CSV file:

or from a Google Sheet:

You can use the leads you have in hand or use our Lead Finder tool to get new leads.

Now, to make your campaign even more effective, consider setting up a sequence. It's like planning the steps of your campaign. Learn how to do it here:

And, don't forget about adding an unsubscribe link to your emails. It's a good practice, and here's a screenshot of how to do it:

With Success.ai, you have the option to write your own emails or let our AI writer do the work for you. Our AI writer can generate personalized and engaging emails for your prospects based on your campaign goals, industry, and tone of voice. You can also edit, tweak, or approve the AI-generated emails before sending them. Alternatively, you can write your own emails from scratch or use our templates and best practices to craft effective messages. Whether you choose to use our AI writer or do it yourself, Success.ai will help you write emails that get results.

When it comes to scheduling your campaign, you're in control! You can decide the date, time, and days when your emails should go out. It's like setting the perfect timing for your messages. Here's a guide on how to do it:

Take a look, and make sure your emails reach your audience at just the right moment!

Now, let's talk about fine-tuning your campaign. There are some other configurations you might want to check out, like deciding how many emails to send, enabling open tracking, or keeping an eye on link tracking. It's all about customizing your campaign to fit your needs. Here's a guide on how to view and manage these settings.

Oh, and here's a cool feature: You can set things up so that the sequence stops once the recipient replies. Imagine the efficiency! Check out the screenshot below in the guide for more details:

It's a great way to keep your communication streamlined.

On the Tracking tab, you can enable both link and click tracking:

Under the Daily limit you can set how many emails should go out daily:

And lastly, for Accounts, this tab allows you to select the emails that you want to use for the said campaign. You can also use more than 1 email accounts:

You can view how your campaigns are performing by having a look at the analytics tab.

Do you have issues with the account connection?

Take a screenshot of the error you are getting and share it with our Support team we will look into this for you.