Documentation

Getting Started with ClickReach

Everything you need to set up your first cold email campaign, from importing contacts to tracking replies.

Table of Contents

1. Import Your Contacts

  1. 1Navigate to the CRM Workspace and click "Import Contacts".
  2. 2Upload a CSV file with columns for email, first name, last name, company, and any custom fields you need.
  3. 3Map your CSV columns to ClickReach fields. Create new custom fields on the fly if needed.
  4. 4Review the import preview and confirm. Duplicate emails are automatically detected and skipped.

Tip: Use custom fields like {{painPoint}} or {{observation}} for deeper personalization in your sequences.

2. Create Your First Sequence

  1. 1Go to Sequences and click "New Sequence".
  2. 2Write your first email step. Use merge tags like {{firstName}}, {{company}}, and any custom fields.
  3. 3Add follow-up steps with configurable delays (days, hours, or minutes between each step).
  4. 4Use the AI Spintax button to generate unique variations of your copy automatically.

Tip: Start with a 3-4 step sequence. Most replies come on emails 2-3.

3. Connect Your Mailboxes

  1. 1Go to Settings > Mailboxes and click "Add Mailbox".
  2. 2Choose Gmail (OAuth) for one-click connection, or SMTP for other providers.
  3. 3For Gmail: click "Connect with Google" and authorize access. No app passwords needed.
  4. 4For SMTP: enter your server details, port, username, and password.
  5. 5Set daily sending limits per mailbox to protect deliverability.

Tip: Connect 3-5 mailboxes for sender rotation. ClickReach distributes sends automatically.

4. Configure Sending Settings

  1. 1Set your timezone for schedule-aware sending.
  2. 2Configure sending windows (e.g., Monday-Friday, 8 AM - 6 PM).
  3. 3Enable weekend skip to avoid sending on Saturdays and Sundays.
  4. 4Set randomized send intervals to make your sending pattern look natural.

5. Launch Your Campaign

  1. 1Select the contacts for your sequence (use filters or lists to target specific segments).
  2. 2Preview a few emails to verify merge tags and spintax render correctly.
  3. 3Click "Start Sequence" to begin. Emails will send according to your schedule and delays.
  4. 4The first batch goes out immediately (within your sending window). Follow-ups send automatically.

Tip: Start with a small batch (50-100 contacts) to test your messaging before scaling.

6. Track Your Results

  1. 1Visit the Analytics dashboard to see sends, replies, bounces, and sequence performance.
  2. 2ClickReach detects replies via IMAP monitoring (every 5 minutes) — no tracking pixels used.
  3. 3Sequences auto-stop when a contact replies, bounces, or unsubscribes.
  4. 4Check your bounce rate: if it exceeds 5%, pause and clean your contact list.

7. Manage Your Pipeline

  1. 1Use the Engage Pipeline (Kanban board) to track post-reply conversations.
  2. 2Customize pipeline stages: New Reply, Interested, Meeting Booked, Proposal Sent, Won, Lost.
  3. 3Drag contacts between stages as conversations progress.
  4. 4Add notes and next steps to each contact card.

8. Protect Your Deliverability

  1. 1Set up SPF, DKIM, and DMARC for your sending domain before launching campaigns.
  2. 2Use a dedicated outreach domain (not your primary business domain).
  3. 3Warm up new domains gradually: 10-15 emails/day for the first week, then scale.
  4. 4Use sender rotation to distribute volume across multiple mailboxes.
  5. 5Let AI spintax create unique content variations to avoid spam filters.

Tip: Read our complete deliverability guide on the blog for detailed setup instructions.

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