Configuring AI Email

Set up the Email Sender for AI Email Campaigns by connecting Google or Microsoft accounts with the right permissions for seamless execution.

Set up and manage unsubscribe workflows for AI Email campaigns using Salesforce fields, with flexible options for custom footers.

Learn how to configure Promoted Content for AI Email campaigns to enrich emails with valuable resources like case studies and product guides

Learn how to create and customize AI Email Campaigns, configure triggers, personalize emails, and optimize follow-ups for better engagement.

Learn how to set up AI Email workflows to track engagement, update Salesforce, and log meetings booked for better attribution and reporting.

Learn how to test and launch your AI Email Campaign, preview emails, send test emails, and move your campaign from “Testing” to “On.”

Monitor campaign performance with analytics on open rates, clicks, replies, and meetings booked to optimize engagement and conversions.