Frequently Asked Questions & Onboarding Materials

Your go-to guide for onboarding & getting the most out of your org's Autobound usage.

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13 articles in this collection
Written by Daniel Wiener and Kyle Schuster

Using Snippet Logic to Create Highly Personalized Messaging

This article will provide examples of how we use Logic to create personalized snippets
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Written by Kyle Schuster
Updated over a week ago

Contact Suggestion Filters

Learn how to omit contacts from being suggested through custom filters in settings.
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Written by Kyle Schuster
Updated over a week ago

Adding Contacts to an Outreach Sequence

How to add contacts to a sequence in Outreach
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Written by Kyle Schuster
Updated in the last hour

Logic sets

Overview of how to create Logic sets and how to use them
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Written by Kyle Schuster
Updated over a week ago

Setting up Mini-Snippets

This article will give you an overview of custom variables, and serve as a guide for creating them.
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Written by Kyle Schuster
Updated over a week ago

Uploading Contacts via CSV

How to import contacts into Autobound from a CSV
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Written by Daniel Wiener
Updated over a week ago

How to create and add an email signature

How to set up your email signature in Autobound
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Written by Kyle Schuster
Updated over a week ago

Creating and Modifying Snippets

A crucial skill for sending high quality email outreach. Learning these concepts will also make onboarding easier (for your colleagues too!)
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Written by Daniel Wiener
Updated over a week ago

Setting up BCC to Salesforce

Ensure all emails sent will log to Salesforce
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Written by Daniel Wiener
Updated over a week ago

Creating Personas

How to create personas, and associate them with triggers and specific messaging.
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Written by Daniel Wiener
Updated over a week ago

Connecting Gmail and Salesforce

Enable emails sent through Gmail to log in Salesforce, and for Salesforce data to flow into your Autobound account (contacts, accounts, etc)
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Written by Daniel Wiener
Updated over a week ago

Triggers

The full list, as well as why triggers are important to sales reps
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Written by Daniel Wiener
Updated over a week ago

How to Change Your Email Sender Name

Learn how to change the name people see when they receive emails from your gmail account
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Written by Kyle Schuster
Updated over a week ago