Frequently Asked Questions & Onboarding Materials

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

Daniel Wiener avatar Kyle Schuster avatar Kevin Decloux avatar
16 articles in this collection
Written by Daniel Wiener, Kyle Schuster, and Kevin Decloux

How to switch between Organizations

This article will help you learn how to switch between organizations
Kyle Schuster avatar
Written by Kyle Schuster
Updated over a week ago

LinkedIn searcher

This article will teach you how the LinkedIn search button works
Kyle Schuster avatar
Written by Kyle Schuster
Updated over a week ago

Using Snippet Logic to Create Highly Personalized Messaging

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

Saving as New vs Overwriting (Snippets)

Understand how to choose the correct option when saving snippets
Kevin Decloux avatar
Written by Kevin Decloux
Updated over a week ago

Adding Contacts to an Outreach Sequence

How to add contacts to a sequence in Outreach
Kyle Schuster avatar
Written by Kyle Schuster
Updated over a week ago

Applying Persona, and Trigger logic to a Snippet of text

How to replace mini-snippets with appropriate text so that it automatically generates in the same situation next time.
Kevin Decloux avatar
Written by Kevin Decloux
Updated over a week ago

Setting up Mini-Snippets

This article will give you an overview of Mini-Snippets as well their purpose to get you started. Eventually they will all be replaced!
Kyle Schuster avatar
Written by Kyle Schuster
Updated over a week ago

Uploading Contacts via CSV

How to import contacts into Autobound from a CSV
Daniel Wiener avatar
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
Kyle Schuster avatar
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!)
Daniel Wiener avatar
Written by Daniel Wiener
Updated over a week ago

Setting up BCC to Salesforce

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

Creating Personas

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

Autobound's Insights

The full list, as well as why insights are important to sales reps
Daniel Wiener avatar
Written by Daniel Wiener
Updated this week

How to Change Your Email Sender Name

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