How to Change the Status of a Prospect:

 

1. Begin by typing www.outreachbin.com in your browser.

       2. Sign in to your account. 

      3. Click the Campaign Icon on the left side of the webpage and drop down to Prospects List.

      4. You will see Status, Campaign, and Email.

      5. Under Status, click Change Status.

      6. A Pop-up called Change Prospect Status will appear. Use the drop-down tab to change the status of your prospect.

      7. When you drop down you have the option to choose ACTIVE, UNSUBSCRIBED, REPLIED, BOUNCED, NOT TRACKED.

      8. Once you have changed the status of your prospect, press Yes.

      9. The prospect has changed.

 

1. Begin by typing www.outreachbin.com in your browser.

      2. Sign in to your account.

      3. Navigate to the Campaigns tab on the left side of the webpage.

      4. Click the Campaigns dropdown.

      5. Click Create Campaign on the right side of the page. 

       6. Input the Campaign name and press Next.

      7. Upload your CSV file, enter emails manually, or add from our leads list. 

       8. Click Choose File.

      9. Click on your CSV file from your computer and press open.

      10. You can choose to checkbox to remove any duplicate emails in the file or previous campaigns.

      11. Select your custom variables and press next.

      12. Verify your contacts (optional) and press next. 

      13. Create your messages or add webhook and follow up messages.

      14. Click on email, and create your message. Add a subject line and custom variables. 

      15. Add new steps for follow up emails and select how many days to wait to send those follow-ups.

      16. Once you are done creating your messages, press Next.

      17. Preview your messages and press Next.

      18. Schedule your campaigns and press Next.

        19. Select which email address you want to send your campaign from and press Create.

 

What is Verifying Emails?

Verifying emails is important for cold email marketing to filter out any invalid or catch emails. Removing the invalid emails will help your sender reputation and avoid bounced emails. Using our tool VerifyBee, you can automatically filter out bad emails with a click of a button. 

 

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How to Create a Zoho Account and Connect to OutreachBin

How to create a Zoho account:

1. Type www.zoho.com in your browser.

       2. On the top right corner of the page press the Sign Up icon.  

       3. Insert the email account you want to use (ex. Gmail, yahoo etc), password and state you live in.

              Check the box to agree to the terms and conditions.

         4. Press the Sign Up button.

         5. On the middle of the page you will see a section named Mail, click the Try Now icon.

          6. Click on access Zoho mail.

           7. Create either a domain-based email account or an account using the Zohomail domain if you do not have your own. Verify your Zoho account                   first.

           8. Press the Create Mailbox icon.

How to connect your Zoho account to OutreachBin:

1. Begin by signing into outreachbin.com.

      2. Click the dashboard tab and click the Setup Email icon on Emails.

      3. Click on the Connect Inbox tab.

       4. In the connect inbox pop up insert your first and last name and your email address (this email will either be your zohomail.com email or your own domain email).

      5. Keep your username as the email address you are using for OutreachBin unless you are using Alias.

      6. Create an app-specific password:

                 a. Click this Zoho Accounts link and sign in.

b. Click on your profile on the top right side of the page and click on the My Account tab.

                c. From the left menu, navigate to Security and click App passwords.

               d. Click Generate New Password.

               e. You will be asked to give an app name to the name of your application for future reference.

f. Enter the name OutreachBin and click Generate.

g. You will be asked to type in your Zoho email password

      7. Enter the password given into the password text field on OutreachBin.

8. Press confirm.

How to enable tracking and warmup:

Zoho:

1. Begin by typing www.outreachbin.com in your browser.

      2. Sign in to your account.

      

        3. Press the Email Providers tab on the left side of the webpage.

        4. Click Enable Tracking on your desired mailbox.

        5. In the Incoming server tab input imap.zoho.com

        6. In Incoming port tab input 993.

        7. In the Encryption tab input SSL.

        8. Input your username for Zoho.

         9. Input your app-specific password in the password tab if two-factor authentication is on. If not then input your inbox password. 

              Use generated App password, if non-accessible create a new generated password.

              Create a password:

                 a. Click this Zoho Accounts link and sign in.

b. Click on your profile on the top right side of the page and click on the My Account tab.

                c. From the left menu, navigate to Security and click App passwords.

               d. Click Generate New Password.

               e. You will be asked to give an app name to the name of your application for future reference.

f. Enter the name OutreachBin and click Generate.

g. You will be asked to type in your Zoho email password

 

      10. Click Enable Warmup.

      11. Add how many interactions you want per day, how many replies you want per day, and how many emails you want to start from. For a brand new         account, we recommend 40 interactions per day with a ramp-up starting from 2 and a reply rate of 30. 

 

 

 

 

 

 

 

How to Create an Outlook Account and Connect to Outreachbin

How to create an Outlook account: 

1. Type www.outlook.com in your browser. 

      2. On the bottom of the screen, press Create a free account. 

      3. Create a new email and press Next.

      4. Create a password and press Next.

      5. Type your first and last name and press Next.

      6.  Add your birthday and press Next.

      7. Complete the puzzle to create an account. 

 

How to connect Outlook account to OutreachBin:

1. Begin by signing into outreachbin.com.

     2. Click the dashboard tab and click the Setup Email icon on Emails.

      3. Click on the Connect Inbox tab.

      4. In the Connect Inbox pop up

          a. Insert your first and last name

          b. Your email address

          c. Keep your username as the email address you are using unless you are using an Alias.

       5. Create a password:

a. Go to the Security basics page and sign in to your Microsoft account.

b.  Click Get Started on the Advanced Security Options icon and enter the password.

c. Enter your backup email address and click on next.

d. Enter the 4 digit code you received on the backup email address and click next.

e. Under Additional Security turn on two-step verification.

f. Follow the instructions to set up two-step verification.

g. Under App passwords, select Create a new app password. A new app password is generated and appears on your screen.

h. Enter this app password in the password tab in Connect Inbox.

       6. Press confirm.

How to enable tracking and warmup:

1. Begin by typing www.outreachbin.com in your browser.

      2. Sign in to your account.

      3. Press the Email Providers tab on the left side of the webpage.

      4. Click Enable Tracking on your desired mailbox.

      5. In the incoming server tab, input imap-mail.outlook.com

     6. In Incoming port tab input 993.

      7. In the Encryption tab input SSL.

      8. Use your normal username and password and click confirm.

      9.  Click Enable Warmup.

     10. Add how many interactions you want per day, how many replies you want per day, and how many emails you want to start from. For a brand new account, we recommend 40 interactions per day with a ramp upstart from 2 and a reply rate of 30. 

 

 

How to Connect Icloud to OutreachBin

1. Sign in to your iCloud account on www.icloud.com.

       After signing in, verify your account by entering your authentication code.

      2. Click Account Settings in the middle of the page.

      3. Under Apple ID click on Manage.

      4. When redirected to the Apple ID page, click on Sign In.

      5. Enter your Apple ID and password.

      6. Verify your account by entering your authentication code.

      7. When redirected to the next page scroll down to App-Specific Passwords.

      8. Click Generate an app-specific password.

      9. Enter the app name you wish to use (OutreachBin). 

      10. Confirm your password for your Apple account.

      11. Copy the App-specific password and press done. 

      12. Go back to your iCloud tab in Connect Inbox and enter the password. 

      13. Press confirm. 

 

How to enable tracking and warm-up:

1. Begin by typing www.outreachbin.com in your browser.

      2. Sign in to your account.

      3. Press the Email Providers tab on the left side of the webpage.

      4. Click Enable Tracking on your desired mailbox.

      5. In the Incoming server tab input imap.mail.me.com.

      6. In Incoming port tab input 993.

      7. In the Encryption tab input SSL.

      8. Input the name part of your iCloud email address in username.

      9. Generate App password in icloud security and input the password in the password tab.

              Use generated App password, if non accessible create a new generated password.

              Create a password:

                a. Sign in to your Apple ID account page.

                 b. In the Security section, click Generate Password below App-Specific Passwords.

                 c. Press the + and type OutreachBin into the tab and press create.

                d. Confirm your icloud password.

                e. Copy app generated password and paste into password tab.

      

   10. Press Confirm.

   11. Click Enable Warmup.

   12. Add how many interactions you want per day, how many replies you want per day, and how many emails you want to start from. For a brand new             account we recommend 40 interactions per day with ramp up start from 2 and a reply rate of 30. 

 

 

 

 

 

 

 

How to use the Inbox Feature:

 

1. Type www.outreachbin.com in your browser.

       2. Sign in to your account. 

      3. On the left side of the page click on the Inbox tab.

     4. In the inbox tab you will see all your connected inboxes.

     5. Click on the desired email address.

     6. When you click on your email address, you will see all the emails in your inbox. 

      7. On the right side of the email subject there are four-pointers.

a. Choose reply

                 b. Choose to mark as highlight and that email will be highlighted in this tab.

                 c.Choose to click untracked.

                 d. Choose to mark as replied

       8. Under the primary drop-down you can click on the following options:

• • Inbox
  • Message
  • Pinned
  • Starred
  • Snoozed
  • Reminders

       9. Under the secondary drop-down you can click the following options:

• • Drafts
  • Done
  • Sent
  • Trash
  • Spam

      10. Choose how many emails you want to see with the “50 inboxes” drop-down feature.

     11. Under the All Emails drop-down you can click on a specific email address you want to see emails from. 

How to Create a Gmail Account and Connect to OutreachBin

How to create a Gmail account:

1. Type www.gmail.com in your browser.

      2. On the bottom left corner, click on Create account.

      3. On the Create your Google Account page fill in your first name, last name. Create a username, password, and confirm your password. 

      4. Press Next.

      5. Add an optional phone number or email for recovery.

      6. Add your birthday and gender.

       7. Press Next.

       8. Verify your phone number.

       9. Press I agree on the privacy and terms page.

       10. Press Continue when done. 

 

How to connect your Gmail account to OutreachBin (Option 1):

1. Begin by signing into outreachbin.com.

      2. Click the dashboard tab and click the Add Emails icon on Emails.

       3. Click on the Connect Inbox tab. 

      4. In the connect inbox pop up insert your first and last name, and email address.

      5. Keep your username as your email address unless you are using an Alias.

      6. Create a password:

          a. Go to https://myaccount.google.com/security

b. Sign in.

c. Click on the Security tab.

1.       d. Scroll down and click App Passwords under Signing in to Google section (If you don't see app passwords, turn on 2-step verification).
2.       e. Type in your Gmail password in the box and click continue.
3.       f. Click on Select app and choose Other and type OutreachBin in the input field.
4.       g. Click on Generate and copy the displayed password (without any spaces) as your password on the connect inbox page.

 

      7. Enter the password given into the password text field.

      8. Press confirm.            

How to connect your Gmail to OutreachBin (Option 2):

1. Begin by signing into outreachbin.com.

      2. Click the dashboard tab and click the Setup Email icon on Emails.

      3. Press the Sign in with Google icon.

    4. Sign in to your google account.

 

 

How to enable tracking and warmup:

Gmail:

1. Begin by typing www.outreachbin.com in your browser.

      2. Sign in to your account.

      3. Press the Email Providers tab on the left side of the webpage.

      4. Click Enable Tracking on your desired mailbox.

      5. In the Incoming server tab input imap.googlemail.com.

     6. In Incoming port tab input 993.

     7. In the Encryption tab input SSL.

      8. Input your username for Gmail.

      9. Input your app password in the password tab. 

             Use generated App password, if non-accessible create a new generated password.

                           Create a password:

1. 1. 1. Go to https://myaccount.google.com/security
      2. Sign in.
      3. Click on the Security tab.
      4. Scroll down and click App Passwords under Signing in to Google section (If you don't see app passwords, turn on 2-step verification).
      5. Type in your Gmail password in the box and click continue.
      6. Click on Select app and choose Other and type OutreachBin in the input field.
      7. Click on Generate and copy the displayed password.

     10. Click Enable Warmup.

     11. Add how many interactions you want per day, how many replies you want per day, and how many emails you want to start from. For a brand new account, we recommend 40 interactions per day with a ramp upstart from 2 and a reply rate of 30. 

 

 

 

 

 

 

 

 

 

How to create an OutreachBin Account:

1. Begin by typing www.outreachbin.com in your browser.
2. Click the Login tab on the top right corner of the webpage.
3. Click Sign up.
4. Enter your first name, last name, email address, and password.
5. Verify your identity by check boxing “I’m not a robot”.
6. Press the Sign Up button.

How to Create an AOL Mail Account and Connect to OutreachBin

How to create an AOL Mail account:

1. Type www.aolmail.com into your browser.

2. Press the Create Account tab.

3. Enter first name, last name, username, password, phone number and birthday.

 

4. Verify your phone number by entering the code they send.

5. Press Done.

 

How to connect AOL Mail to OutreachBin:

1. Begin by signing into outreachbin.com 

2. Click the dashboard tab and click the Setup Email icon on Emails

3. Click on the connect inbox tab 

4. In the connect inbox pop up

• Insert your first and last name
• Your email address
• Keep your username as your email address unless you are using an Alias

5. Create a password:

      a.Go to www.aolmail.com and sign in.

b.Click your profile icon on the top right corner.

c. Under Additional Security click on App Passwords.

d. Under App passwords, select. Add Generate app password. OutreachBin as the app name and click generate a password.

e. Click on the get started button in the pop-up window.

       f. Enter this app password in the password tab in Connect Inbox.

6. Press confirm.

 

How to Enable Tracking and Warm-Up AOL Mail:

1. Begin by typing www.outreachbin.com into your browser.

2. Sign in to your account.

3. Press the Email Accounts tab on the left side of the webpage.

4. Click Enable Tracking. 

5. In the incoming server tab, input imap.aol.com

6. In Incoming port tab input 993.

7. In the Encryption tab input SSL.

8. Use your AOL email as username and email password in password and click confirm.

9. Click Enable Warmup.

10. Add how many interactions you want per day, how many replies you want per day, and how many emails you want to start from. For a brand new account, we recommend 40 interactions per day with a ramp upstart from 2 and a reply rate of 30. 

 

How to add prospects in an ongoing campaign and existing campaign:

 

1. Type www.outreachbin.com into your browser.

2. Sign in to your account using your username and password. 

3. On the left side of the dashboard is an icon that says, Campaigns. Click on it. 

4. From the drop-down, click Campaigns again.

5. Go down to Latest Campaigns.

6. Find the campaign you want to add prospects to and scroll right until you see the icons under Actions.

7. Click on the person icon named Prospects.

8. Click Import Prospects.

9. Choose either

• Upload CSV file
• Enter Emails Manually
• Import from a Leads List

10. Upload file.

11. Select custom variables.

12. Verify prospect emails.

13. Press Import.