Email

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What you can do

• Connect multiple inboxes with OAuth or IMAP/SMTP credentials.
• Import leads from CSV or from other OptaReach sources (LinkedIn, GitHub, Hacker News, etc.).
• Build multi-step email sequences with waits, reply detection, and conditional branches.
• Track opens, clicks, bounces, and replies per inbox.
• Handle every conversation from Unibox alongside your social channels.

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Accounts

• Connect inboxes via OAuth (Gmail/Outlook) or IMAP/SMTP; set sender name, signature, and reply-to.
• Warm up with low caps; increase gradually and rotate across multiple inboxes for volume.
• Add an account:
  1. Go to Settings > Accounts.
  2. Choose Email (Gmail/Outlook or IMAP/SMTP) and authenticate.
  3. Set sender name, signature, reply-to, caps; save.

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Leads

• Upload CSVs with name, company, role, email, and social URLs for richer personalization.
• Cross-import leads engaged on other platforms (LinkedIn, GitHub, Reddit, etc.).
• Use OptaReach lead finder filters when you need fresh contacts.

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Campaigns & sequences

1. Create an Email campaign and choose sending inbox(es).
2. Select the lead list to enroll (CSV import or cross-imported contacts).
3. Suggested flow:
   • Email 1: short intro, single CTA.
   • Wait 2-4 days.
   • Email 2: value add (resource, code, invite to chat).
   • Wait 3-5 days.
   • Email 3: polite bump, then stop.
4. Turn on reply detection so follow-ups halt when someone responds.
5. Personalize with templates and snippets (no GPT on email): keep openings short, reference role/company, and avoid heavy links on the first touch.

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Deliverability and compliance

• Respect send windows and daily caps; avoid sudden volume spikes.
• Honor opt-outs and hard bounces immediately.
• Prefer one clear CTA; limit tracking pixels/links if compliance requires.

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Manage replies

• Replies land in Unibox with campaign context.
• Tag/assign conversations and use saved snippets for speed.
• If a lead replies elsewhere, mark them done to suppress further email steps.