Setting up your account correctly is the best starting point for creating successful campaigns and achieving the desired results.

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In Settings you will find the following sections:

Your Account

Here all of the information about the user account will appear. You can easily edit the data by clicking the pen button. Filling in the information about user can be helpful in the future, e.g. to use custom fields.

In this tab you can also see your Inbox and Outbox preferences such as automatic rescheduling, folder management or excluding custom dates from sending out messages.

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You can read more about Your Account tab here.

Organization

NOTE: You need to be an admin to change your organization’s settings (if you want to read more about admins, users and organizations, check this article)

This is where you can manage all of your users, connect CNAME and enable click/open tracking within one organization:

  • You can add, remove and edit your users by clicking the appropriate icon next to the user.

  • You can also set the organization timezone here.

  • Enabling Click/Open tracking helps you track your results and see which prospects are more interested in your product.

NOTE: Click tracking doesn’t take into account the unsubscribe link.

  • Once you’ve set up your CNAME record you’ll be able to enter it here so the system can verify it and connect it to your email account. If the record is set up correctly, a confirmation status will appear.

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NOTE: Please bear in mind that CNAME record is crucial for your deliverability and we strongly recommend connecting it to Growbots.

You can read more about setting up CNAME record here.

Integrations

Once you’ve decided which emails you want to use for Growbots you should connect it in the Integrations tab. If you use CRM such as Salesforce or Hubspot, you can also sync it here.

Connecting your Email Account is necessary for you to start sending out messages. To connect it please select your Email Provider (such as Gmail or Outlook, if you’re using any other email provider such as GoDaddy choose the option Other) and proceed to the account settings. There you will be able to set the daily sending limit and other information that will be useful in your future campaigns.

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Each time you will make some changes such as change your password in your email account make sure to update it here. Otherwise the email will get disconnected and your messages won’t be sent out.

You can read more about connecting email accounts here.

NOTE: You need to be an admin to manage CRM integrations (if you want to read more about admins, users and organizations, check this article)

Thanks to the integration with your CRM you can export prospects from Growbots to your CRM and track both in & out email activity on the created contact profiles. Also, to avoid duplicating your existing contacts Growbots can exclude your organization’s contacts in your CRM from being generated in Growbots. The synchronization works both ways, it means that some actions in your CRM can change the prospects’ status in Growbots.

We connect to native CRMs-Hubspot and Salesforce. If you’re using any other CRM, you can integrate it using Zapier. Thanks to Zapier you can sync your CRM and other applications (such as Google Sheets or Slack) with Growbots.

You can read more about CRM integrations here.

Exclusions

NOTE: You need to be an admin to upload exclusions list (if you want to read more about admins, users and organizations, check this article)

In this tab you can manage all of your Do-Not-Contact lists. This way you can ensure that specific prospects or whole companies will not be generated in your Growbots projects. Start by creating a file containing the domains.

You can exclude either individual prospects or whole companies. For individual prospects you’ll need to create a CSV file that is no bigger than 15MB with email addresses (name the column “Email”). For whole companies you’ll need to create a CSV file that is no bigger than 15MB with companies’ domain names (name the column “Website”).

Read more about exclusions list here.

Billing

NOTE: You need to be an admin to change your billing information (if you want to read more about admins, users and organizations, check this article)

Billing tab is where you can fill in or update your billing information and check your current subscription plan. You can also cancel your subscription here by clicking “Cancel Subscription” then, the confirmation should appear.

Moreover, you can edit your subscription in here - on the left hand side you can adjust the number of user seats, email accounts and credits you can use monthly.

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Custom fields

Custom fields are useful for your message personalization. This is the tab in which you’re able to manage all of your custom fields from all of your campaigns. Custom fields are information about the individual youwant to contact or about their company. You can either add them, edit or remove them from the list.

You can read more about how to use and create Custom fields here.

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