All in One Getting Started Guide

title: All in One Getting Started Guide
description: >-
Set up your SalesBlink account, connect an email sender, and launch your first
cold email campaign.

Welcome to SalesBlink

SalesBlink is a cold email outreach platform that helps you find leads, create personalized email sequences, and manage conversations — all in one place. This guide walks you through everything you need to set up and launch your first cold email campaign.

Estimated Setup Time: 30–45 minutes
Time to First Campaign: 1–2 hours (plus 2–4 weeks if warming up a new email account)

Prerequisites

• Active SalesBlink account
• Email account to connect (Gmail, Outlook, or SMTP/IMAP)

Step 1: Connect your email sender

Before sending any emails, connect at least one email account.

1. Click Outreach → Email Senders → Add Sender
2. Choose your connection method:

• Gmail / Google Workspace — One-click OAuth
• Outlook — One-click OAuth
• SMTP/IMAP — Manual credentials for Zoho, AWS SES, SendGrid, etc.
• Bulk Upload — Upload multiple accounts via CSV

3. Follow the on-screen prompts to authorize SalesBlink

Tip: Connecting multiple senders and rotating between them improves deliverability and increases daily sending capacity.

For detailed instructions, see Connecting Google Workspace, Connecting Outlook, or Connecting SMTP/IMAP.

Done-for-you setup (Optional)

Purchase ready-to-use Gmail or Outlook accounts with SPF, DKIM, and DMARC already configured from Outreach → Email Senders → Add Sender → Done-for-You Email Setup.

Tip: We strongly recommend buying DFY mailboxes instead of setting everything up yourself. Your time is best spent on high-leverage activities — researching your ICP, building lead lists, crafting offers, and writing copy — not on DNS records and domain configuration. SalesBlink handles SPF, DKIM, DMARC, inbox optimization, and stealth redirection automatically. See Buy DFY Gmail Mailboxes or Buy DFY Outlook Mailboxes to get started.

Step 2: Configure domain technical setup

Authenticate your domain with SPF, DKIM, and DMARC to land in inboxes instead of spam. This is mandatory for custom domains and skipped for free addresses like @gmail.com.

1. Add SPF, DKIM, and DMARC TXT records in your DNS
2. In SalesBlink, go to Outreach → Email Senders
3. Click the Actions dropdown next to your sender → Domain Report
4. Review the report and reload the page after fixing any issues

Note: DNS changes can take up to 24 hours to propagate. For full instructions, see Domain Technical Setup.

Step 3: Enable email warmup

Email WarmUp builds your sender reputation by automatically sending emails, opening them, clicking links, and moving emails from spam to inbox. We have 100,000+ Active email addresses in our warmup pool network.

1. Go to Outreach → Email Senders
2. Find your sender and toggle Warmup to ON

Note: WarmUp is enabled by default for new senders. It is not available for SMTP-only accounts.

• Minimum: 15 days
• Ideal: 30 days before sending cold emails
• New domains: May need longer

For recommended settings, see Email WarmUp.

Step 4: Create your email signature

1. Click Profile icon → Other Settings → Signatures → Add (+)
2. Enter a name and your signature text, then click Create
3. Go to Outreach → Email Senders → Actions → Settings
4. Under Set an Email Signature, select your signature

Tip: Use {{email_signature_of_sender}} in templates to auto-insert it. Keep signatures simple — avoid heavy HTML, images, or excessive links.

Step 5: Set up your meeting scheduler (Optional)

The Meeting Scheduler lets leads book time directly on your calendar.

1. Click Meet → Settings
2. Select Google Calendar or Outlook Calendar and grant access
3. Enter your link slug and set Working Hours
4. Insert {{my_meeting_link}} in any email template

For detailed setup, see Set Up Your Meeting Scheduler.

Step 6: Upload your lead list

Leads are the prospects you'll reach out to. Upload via CSV or Google Sheets.

1. Click Outreach → Lists → New List
2. Enter a List Name and click Create List
3. Select Upload via CSV or Upload via Google Sheet
4. Map columns to SalesBlink variables
5. Choose duplicate handling and check Verify Emails (recommended)

Note: SalesBlink checks Google Sheets every 24 hours and auto-adds new leads. For details, see Lists & Leads.

Step 7: Create email templates

1. Navigate to Templates → Create Email Template
2. Enter a Template Name and Subject Line
3. Write your copy or click Generate with AI
4. Add personalization variables (e.g., {{first_name}}) and fallbacks ({{ { first_name } | friend }})
5. Use AI Spintax for copy variations

   {{ Hey {first_name} | Hi {first_name} }},
   {{ I came across {company_name} | I was checking out {company_name} }}...
   {{ Mind if I send over a quick loom? | Worth a 3-minute video? }}

6. Review the Spam Checker score and keep it low
7. Click Preview & Test to send a test email

Tip: Use plain text, keep first emails short and personal, include an unsubscribe link, and avoid spammy words. For details, see Create and Personalize Email Templates.

Step 8: Build your first sequence

A sequence is a series of automated emails and tasks. Choose from:

• AI Assisted (Outreach Agent) — AI generates templates automatically
• From Template — Use pre-built sequences
• From Scratch — Fully custom sequences

1. Click Outreach → Sequences → Create New Sequence
2. Choose your method, add a lead source (List, Segment, or CRM)
3. Add and connect blocks (Cold Email, Wait, If/Else, Task, etc.)
4. Click Save & Schedule

For detailed steps, see Sequence Builder Creator.

Step 9: Configure sequence settings

Before launching, review these critical settings:

Daily Sending Limits:

• New sender: 10–20/day (first 1–2 weeks)
• Warmed up sender: 20–30/day (weeks 2–4)
• Established sender: 30–50/day per sender (regardless of Google Workspace or Outlook)

Set limits in Email Senders → Sender Settings → Daily Sending Limit.

Step 10: Review outbox & launch

Enable Outbox Review (Recommended for first campaign)

1. In sequence settings, check Review Emails in Outbox Before Sending
2. Click Save

Access & Approve

1. Click the Outbox icon in the Sequences tab
2. Filter by sequence, block, or lead email
3. Review and approve individually or in bulk

Note: Bulk approval is unavailable for AI Personalized Sequences.

Launch Without Outbox
Click Review in sequence settings, verify everything, then click Launch Sequence.

Your sequence is now live!

Step 11: Manage replies & reports

Unified Inbox— All replies appear in Inbox without checking multiple accounts. Switch between Inbox, Scheduled, Sent, and Draft tabs. Reply, mark outcomes, archive, or forward emails. Search and filter by outcomes, sequences, senders, or date range.

Sequence Stats

1. Click Outreach → Sequences → View Stats
2. Track: Leads, Sent, Opens, Clicks, Replies, Bounces, Unsubscribes
3. Review the Email Sending Schedule tab to balance daily volume
4. Review the Logs tab to filter events
5. Click the Share icon to share reports externally

Need More Help?

• Account & Billing: Visit Account, Users & Billing section
• Advanced Sequences: Explore Sequences documentation
• Integrations: Connect with Zapier, HubSpot, Slack, and more
• API Access: Build custom workflows with SalesBlink API

You're now ready to launch your first cold email campaign with SalesBlink!

Updated on: 03/07/2026