This onboarding guide walks new users through the recommended setup steps to begin using Access Automate Outreach confidently and effectively.
Step 1: Access Your Account
Accept the invitation email and sign in to the platform.
Update your password and confirm your personal details.
Step 2: Connect Integrations
Connect your CRM to enable candidate or client data.
Connect email and messaging channels required for outreach.
Step 3: Review the Dashboard
Review key metrics and recent activity.
Use Quick Actions to access common features.
Step 4: Prepare Outreach Content
Create templates in the Content Library.
Add merge tags to personalise messages.
Step 5: Build a Sequence
Create a sequence with automated and manual steps.
Configure wait times and branching outcomes.
Step 6: Launch Your First Campaign
Create a campaign using the Campaign Wizard.
Review audience size, timing, and compliance before launch.
Step 7: Execute Tasks and Review Results
Complete manual tasks from the Tasks module.
Review analytics to optimise future campaigns.
💡 Best Practices
Start with a small test campaign before scaling.
Check tasks daily to keep campaigns progressing.