Salesrobot now support multichannel sequences and we will keep building our email offering stronger.

Scope

• Salesrobot only supports Gmail integration as of now with plans to support others in future.

• Salesrobot does not have email warmup feature.

How to integrate

Prepare your gmail account

• You will need to enable IMAP in your Gmail account. Link : Enable IMAP.









Enable two-step-verification for your Gmail account from here. Link : Enable two-step-verification.

Create an App Password for your account. Link : Create App Password

Add details to salesrobot

Go to settings → Manage email

Enter your email and app-password created for your google account.

Click on submit.










After your email is added successfully, you will be able to see your email account in this tab.

Features and capabilities

Multichannel sequences

• You can create sequences with both email and linkedin automation steps.

• Sequence waits for each step to execute before moving to next one.

• Sequence will pause if you get response from either email or linkedin.

• If email is not available for any prospect in list all email steps will be skipped.

• You can upload email data using csv only with linkedin profiles. Salesrobot also scrapes and provides email data but sometimes email is only available once prospect connects with you. So keep your email step after first followup on linkedin. Donot keep first step as email if you want salesrobot to enrich your data with emails.








• You must specify both email subject and message body. You can provide variations for a step and an option will be chosen based on available tags staring from the top option.

• You wont see option for subject in followup emails as subject remains same as first step.

• You can use reply sequences to add email steps later if they were not part of your initial sequence.

• If you target same prospect from different campaigns, salesrobot will create different threads in email.

Managing email inbox :

• You can access your email inbox from inbox screen → switch to Email Inbox tab.

• List of all the prospects having email messages will be displayed here. Emails not related to your campaigns wont be show in inbox.

• You can request to sync your email inbox using Sync Inbox button available in right side. (After requesting for sync, this button will be disabled till sync is completed with may take up to 30 mins)

• On selecting a prospect from the list, its respective email messages will be shown in the chat window in right side (similar to LinkedIn Inbox).

• If a prospect is present in both linkedin inbox and email inbox, you can also see emails for particular prospect from LinkedIn inbox, by selecting that prospect and switching to email chat using switch available at chat window header.

• Similarly, you can see the LinkedIn chats for particular prospect from Email inbox, using that switch.

• Both linkedin and email inbox have joined Tags, any tag you add to prospect in linkedin chat you would also see in email Inbox.

• Messages in inbox are show in order of time they were sent/received.

• You cannot reply on your email threads in salesrobot. You can use your gmail account for that.

Monitor your email automation execution from dashboard :

New card is added for email replies count and email response rate.

New actions types are added in daily actions table for email.

Replied on Email : Total no. of daily replies received on email for active campaigns.

Email Follow ups : Total no. of follow-up emails sent for active campaigns.

Sent Emails : Total no. of first email sent to different prospects in active campaigns.

New action types for email are added in campaign stats :

• Sent Emails : Total no. of first email sent for each prospect in selected campaign.

• Email Follow-ups sent : Total no. of follow up emails sent for selected campaign.

• Replied on Email Count : Total no. of replies received on emails for selected campaign.

Updated on: 29/01/2023