Step 1. Connect your email address

Once you sign up to PeopleLinx, you can connect a sending email address to start sending and receiving email messages. You can add one or a few addresses hosted by any service provider.

This step is not mandatory for using the platform. You can connect your email as soon as it becomes necessary to send email messages to your contacts. Meanwhile, you can explore PeopleLinx's functionality first and see how it works.

Important. Connecting a sending email address is only mandatory for launching sequences that include email steps (both manual and automatic).

To add a sending email address, follow these steps:

PeopleLinx will use your email account to send emails to your contacts. Connecting your Gmail account is the easiest way to start. Select the desired account from the list of your Gmail accounts, and the system does the rest.

Here is a detailed guide on how to connect other types of email accounts for you. (coming soon)

Please note. Once you add your first sending email address, it will become the default sending email address for your PeopleLinx account and will be automatically added to any saved sequences.

To configure all settings regarding email accounts (e.g., to add more email accounts or change the default address), go to the Settings → Email Accounts tab.

After you have connected your email account, add the people to whom you want to send emails. There are several ways to add contacts to PeopleLinx:

If you already have a CSV file with the list of your contacts, you can upload it to PeopleLinx. To do this, open People page, click the Plus button, and select Import from CSV. You can also find a detailed step-by-step guide on adding contacts here. (article coming soon)

You can also create contacts manually. This option is especially useful if you want to add a few contacts to the system. To do this, open People page, click the Plus button and select Create manually.

After you have added contacts, create your first sequence. To do this, open the Sequences page and click the "New sequence" button. Then, select in what way you want to create a sequence:

For all of the options, you can edit and modify the steps in the sequence and then launch it. Here is a more detailed guide on setting up a sequence. (article coming soon)

If you have an account in a CRM system, you can set up integration between PeopleLinx and your CRM account. PeopleLinx offers both native integrations and setup via Zapier. You can see the complete list of integrations on the following page.

You can find integration guides in the Integrations section of our Help Center. (coming soon)

Clicking on any contact will open the Prospect Activity Profile. (article coming soon) It contains the complete history of interaction with the contact and lets you perform various actions:

Check the performance of your sequences on the Reports page -> Emails tab of the PeopleLinx interface. This page lets you see the statistics by any team member of your team, any sequence, or date range. Alternatively, you can access the analytics from the sequence page.