How to Set-Up your Growlabs Account 

Ahoy Growlabbers! This guide was created to help you familiarize yourself with your Growlabs account and ensure a smooth onboarding process. Follow the hyperlinks throughout this article for additional information on specific tabs and features. 

Onboarding Video

Onboarding Steps 

Sign into your Growlabs portal here. If you’ve forgotten your login credentials or need to be provided login credentials please contact your Customer Success Manager or email [email protected].

If need to reset your password, you can utilize the Forgot Password option on the sign in page. 

Dashboard

Your Growlabs dashboard is a high-level overview of your Growlabs account. From here, you’ll be able to view what onboarding steps need to be completed, the status of your team members and sequences, and an overview of your engagement data.

Company Profile 

Go to your account tab and complete your Company Profile by filling out your company name, website and company address.

Verifying your Domain 

Verifying your domain will allow Growlabs to begin sending emails on behalf of your company. You’ll need to verify your ownership of your domain and grant us permission. 

Easily connect your domain by adding the TXT and CNAME files from the bottom of your Verify Domain section to your domain registrar (ex. GoDaddy, Name Cheap, Cloud Flare). This will ensure that emails are successfully delivered to your lead's inboxes. Your domain is successfully verified when the status column is all green checkmarks.

Depending on your domain registrar, the instructions for how to add the TXT files will differ slightly. Click here for a list of registrars with helpful links on how to add TXT and CNAME files to your domain.

Sync your CRM & Blacklist 

Next, you are able to connect your CRM or upload a blacklist.  

Although syncing your CRM and/or uploading a blacklist is not mandatory before launching a sequence it is a great way ensure Growlabs does not duplicate your lead generation or outreach efforts. 

Create your Team 

Create your team by adding sales reps to your Team tab. You will have the flexibility to add, remove and edit your sales reps at any time.

You will need to fill out your sales reps first name, last name, email address, time zone, job title, signature, the number of new leads to engage per day and which days of the week you'd like emails to be sent out on behalf of this rep.

Once your sales rep's information has been saved they will be sent an email to verify their email address. Your sales rep's email address needs to be verified before Growlabs can begin sending emails on their behalf. The rep's status will change to active and a green check mark will appear once your reps email address has been successfully verified. 

Lead Gen

Begin building your audiences from your Lead Gen tab. Add filters that match your ideal customer profile, select the number of leads that you'd like to generate and assign these leads to a sales rep or reps.  

Once you push search our platform will return a list of leads that match your ideal customer profile. 

You can view the leads that matched your audience search and reject leads you do not want to engage. To reject a lead push the ‘Reject’ button on the right-hand side and select whether you’d like this contact/company removed from this specific audience search or have the contact/company removed from all future searches. 

Once you are happy with the list of leads you've generated, push 'Get xxx Leads' at the bottom of your search results to confirm your request. You can either assign the leads to a sequence at the time of redemption or assign them at a later time. 

Sequences 

A sequence is a series of emails created for a specific project or audience.

You are able to either connect existing email templates you've created on Growlabs to your sequence or create new email templates straight from the sequence section.

Between each email, a Smart Pause will be added. Growlabs dynamically adjusts the time between emails based on lead engagement to optimize each campaign. The average Smart Pause is between 2 and 10 days.

To begin sending emails from a sequence you'll need to ensure 

  1. Your company domain has been verified 
  2. Your reps email has been verified 
  3. You've created an audience and redeemed leads 
  4. Your sequence has been turned on and leads have been assigned to it

Templates 

As mentioned above, you can also create email templates directly from your templates section.

Your templates tab will act as a library and house all of your templates. 

Note: you are only able to edit or delete a template from your templates tab, not from your sequence tab. 

Leads Table 

Once you've redeemed leads your Leads table will populate with your lead data. This data includes: 

  • Lead Name, Job Title and Company Name
  • Lead Status
  • Audience that lead belongs to
  • Sequence that lead was assigned to
  • Sales rep that is engaging that lead

Below is a list of lead status' and a brief description of what they mean. 

Have Questions, Comments, Concerns? 

Need help verifying your domain? Have questions regarding generating your first audience? Thought of any product feedback? Or just want to tell us how much you are loving the platform? Feel free to contact us at [email protected] 

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