Activate Seamless.AI Connect in Seamless.AI Labs

1. Click your initials in the bottom left corner to launch your profile. 

2. Navigate to the blue “Seamless.AI Labs” box at the top of your profile options.

3. Locate “Seamless.AI Connect 3.0” and click the toggle icon to turn on the update. The toggle should turn blue, and your Seamless.AI page should update automatically. 

4. Check if you see the new Connect icons (i.e Campaigns, Activity, Tasks, etc.) on the left side navigation panel, if not refresh your browser.

Connect your Email Account

Access your Email Settings through your initials in the bottom left corner, clicking “Settings,” and then “Email” at the bottom. 

1. Click “+Connect Email,” and follow the prompts to connect your Gmail or Outlook account. 

2. Click “Update Footer Settings” to set your email footer. Choose a previously created footer or create a new footer with “+ Create Custom Footers.”

3. Create and set your email signature

Create a Template

Using the left side navigation panel, find the “Templates” icon toward the bottom. Click “+ New Template” in the top right corner, and select “Email.” Write a practice script. 

1. Name the template. 

2. Create a Subject Line.

3. Add Dynamic Variables to the email by clicking "Variables" and searching for a Dynamic Variable, such as {first name}. This will change the email to reflect the prospect's first name.

4. Review the template and click Save.

Need a sample template to practice with? Try this!
Subject: Practicing with Seamless.AI Connect 

Hi {{first_name}},
I’m just sending this as a test while I get familiar with Seamless.AI Connect.

Hope you’re having a great day!

Cheers,
{{my_full_name}}

Start a Contact Search 

Navigate to Contacts Search through the “Search” icon on the left side navigation bar. 

• 1. In the dropdown under “Filters” add a new list in the “Manage Default Lists box.” Create a new list and name it “Connect Beta Test.”

  2. Click out of the Manage Lists window, and navigate to the search filters in the Filters Column

  3. In the Company Filter add “Seamless.AI” and in the “Full Name” filter use Cruz Daddario, Victoria Meyer, Jonathan Pogact, Jake Phillips, and Cole Downing. Click Search.
     OR Use this direct custom search link: Connect Practice Search Link 

  4. Click “Find All” on the top right to research and save contact profiles

Users can send individual emails from the Search or My Contacts page. 

• 1. Under the “Actions” column click the mail icon to open the email modal.
     We recommend for this practice to send an email to one of the found Seamless.AI contacts.

  2. Add your email template, review, and click Send 

Users can log individual calls from the Search or My Contacts page. 

1. Under the “Actions” column click the phone icon to open the phone modal for a contact.
   We recommend for this practice step to log a call to one of the found Seamless.AI contacts. 

2. Select the “Notes” option and leave a note specific to that contact and call that you can review at any time. 

Email All Contacts in a List 

1. Go to your My Contacts page 

2. Use the funnel icon and use the “Lists” filter to view your “Connect Beta Test” list and click “Apply”

3. Click the email icon towards the top right of your screen. This will bring you into the “Connect” page with the contacts queued up

4. Click “Email All,” opening the email editor to create a new email or select an existing template.

5. Click "Preview" to ensure all dynamic variables populate correctly. Preview each email for each contact by clicking “Next Preview” 

6. Select "Send All" by clicking the drop down. Select the email you would like to send from and click “Send Emails.” 

Create a Campaign

1. Navigate to the Campaigns page 

2. Click “+ Create Campaign” 

3. Give a Campaign Name, add Contacts, and create a Schedule.
   We recommend naming this Campaign to remember it as a practice Campaign (for example, BETA Test Campaign) and selecting the “Connect Beta Test” contact list.
   
   

4. Click “Create”. This campaign saved to the Campaigns Dashboard

Build and Run your Campaign

1. Click into the campaign you just created.

2. Click “+ Add Step” to add steps to your campaign, assign a specific day, template, and priority level for each.
   We recommend a Manual Email Step for Day 1, and an Automatic Email for Day 2.  

3. Click “Start Campaign” to launch your campaign. 

4. Navigate to the Campaign Overview page and click into “Tasks.” Complete the To Do assignments.

Click into your "Activity” page. The Activity page serves as your command center for tracking email engagement.
 

Review and customize your Email Settings.

Set up your Twilio API integration and customize your Call Settings.