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OptaReach is multi-account by design. Connect all of the profiles you want to use, apply per-account limits, and reuse the same saved searches across them.

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Workspaces (multi-tenant)

  • Each workspace is isolated: accounts, leads, campaigns, and Unibox threads stay inside that tenant.
  • Use separate workspaces for different clients/brands to keep limits, messaging, and assets cleanly separated.
  • Invite teammates to the correct workspace only; platform connections and tracked searches do not bleed across tenants.

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Supported platforms

  • LinkedIn
  • X (Twitter)
  • Reddit
  • GitHub
  • Hacker News
  • Stack Overflow
  • Email inboxes (Gmail, Outlook, Yahoo, or any IMAP/SMTP)

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Connect an account

  1. Go to Settings > Accounts and pick a platform.
  2. Authenticate with the platform login (OAuth where supported; otherwise provide the required tokens or cookies).
  3. Name the account so you can route campaigns to it later (for example “AE-LinkedIn-1”).
  4. Repeat for any additional accounts you want to use; OptaReach will balance volume across them when you choose multiple.

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Set health and safety limits

  • Use Account Health to set max actions per day and per hour for each channel.
  • Start low while warming up: light profile views/likes before sending messages.
  • Enable wait steps between actions in sequences so pacing stays human.
  • If a platform signals throttling or rate limits, pause the account and lower the caps before resuming.

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Tracked searches

  • Save your best platform queries (LinkedIn filters, X hashtags/mentions, Reddit keywords, GitHub repos/issues/discussions, HN topics, Stack Overflow tags).
  • OptaReach refreshes tracked searches daily and surfaces new leads without re-running the query yourself.
  • Attach a tracked search to a campaign so new matches are automatically enrolled.

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Switching accounts per campaign

  • When creating a campaign, choose the account(s) to send from. Use separate accounts for different audiences or geographies.
  • For email, you can set sender identity, signature, and reply-to per account.
  • If an account is paused or unhealthy, OptaReach skips it and continues with the remaining connected accounts.

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Troubleshooting

  • Login failed: re-authenticate and confirm 2FA is complete on the source platform.
  • Actions not sending: check daily caps, send windows, and whether the account is paused for safety.
  • Duplicate leads: OptaReach dedupes across accounts; if you import the same contact twice, it will be skipped on subsequent runs.