Quick start

Short summary: This article helps you as a new user on your company's LeadPilot account to get started with your account.

Welcome to the Quick Start Guide for LeadPilot. Here's a simple step-by-step guide to kickstart your usage:

1. Create your user account
   If you don't have an account yet, ask your company admin to create one for you or contact our Customer Success. You will receive a link via email to activate your account.
2. Create your first segment
   Use the right sidebar to create a segment. This helps you automatically reach new customers.
3. Define your target audience
   Consider which companies and decision-makers you want to reach. Easily adjust your target audience under "Audience" in your segment.
4. Formulate your email messages
   Under "Sequence" in your segment, create initial email messages and follow-ups. Need help with the wording? Check out our tips.
5. Add your email signature
   Go to "My Account" to paste your signature, so it's included in all outgoing emails. Problems with images or layout? Read more here.
6. Connect your email account
   Link your email account under "My Account" by clicking on "connect email account". Stuck? Here is information about different email providers.
7. Establish a blocklist
   Import existing customers or contacts to the blocklist under "My Account > Blocklist". This prevents accidental contact. Using a CRM system? Connect it automatically to synchronize the blocklist.
8. Launch your segment and explore
   Once you're satisfied with your segment, start it with the button next to its name. The next day, you'll see new leads in the overview and can manage contacts and personalize your emails.

Stuck?
If you get stuck with email wording, the blocklist, or anything else, feel free to write to us directly in the chat down to the right, or email us at support@leadpilot.com.