We're excited to be your marketing partners! Ready to start your Free Trial? Complete these 3 steps to begin your first campaign:
1. Log in to Your Account
From your desktop
Navigate to app.outboundengine.com
Enter the email address you used to create the account
Enter the password you set when creating the account
Click Log In
Note: If you don’t have the login credentials, click Forgot your password? and follow the prompts to reset your password.
2. Brand Your Newsletters
Click Campaigns in the left-hand column
Click near the top of the page
Add your account information
Add Your Headshot and Logo
Scroll down to the Campaign Images section
Click + to expand the menu
Click to select a new image from your computer
Crop the image as needed
Click
Repeat steps 2-5 to upload your logo.
Choose Your Email Design
Choose the layout for your email newsletters.
Scroll down to the Style section
Click the Template icon to expand the menu
Choose the template you feel best represents your brand
Note: the preview below the expanded menu will update each time you click on a new palette
Click in the expanded menu
Choose Your Accent Colors
Choose the primary accent color for your newsletters and website; the secondary accent colors will be selected automatically to complement your primary color.
Click the Palette icon to expand the menu
Click the desired palette or click Custom to enter your own hexadecimal (hex) code or red-green-blue (RGB) code
Note: the preview below the drop-down menu will update each time you click on a new palette
Click in the expanded menu
Scroll to the top of the page and click to return to close Campaign Settings
Note: To preview how your choices will display on your email newsletter:
Return to Campaigns in the left-hand column
Right-click on any campaign with a future send date
From the drop-down menu, click to view the full newsletter
3. Build Your Contact List
The contact list in your OutboundEngine account is used to send your marketing materials to your sphere of influence and book of business. We strategically design our content to be editorial in nature and never a direct solicitation for business. The topics are intentionally educational, interesting, and conversation starters so that no matter where someone is in your pipeline or network, the information will be interesting and valuable for them.
To get you started, here are the people we recommend you add to your OutboundEngine contact list:
Your Book of Business:
Your Larger Sphere:
Past Customers
Family
Current Customers
Friends
Prospects
Members of clubs or groups where you network
Referral Partners
Anyone who might provide referral or direct business in the future
Click Contacts in the left-hand column
Click at the top right
Click ADD and wait for the pop-up window
Enter any desired info; email address is required, and we recommend adding names and phone numbers to help you manage your list
Click either Save & Close
Click at the top right to return to the full list of contacts
Note: You will need at least 10 contacts uploaded in order for your campaigns to send. If you prefer, upload your contacts in bulk:
Upload a spreadsheet
Import from another database
Sync with another database
Congratulations!
You've completed the setup and are ready to start your Free Trial!
Let's get your marketing campaigns started as soon as possible; we'll send you an email notification so you know when to expect the first campaign!
In the mean time, download the mobile app to help you maximize your marketing results by viewing performance and interacting with your network whenever and wherever it's convenient for you, not just when you're in front of your computer.
1. Log in to Your Account
From your desktop
Navigate to app.outboundengine.com
Enter the email address you used to create the account
Enter the password you set when creating the account
Click Log In
Note: If you don’t have the login credentials, click Forgot your password? and follow the prompts to reset your password.
2. Brand Your Newsletters
Click Campaigns in the left-hand column
Click near the top of the page
Add your account information
Add Your Headshot and Logo
Scroll down to the Campaign Images section
Click + to expand the menu
Click to select a new image from your computer
Crop the image as needed
Click
Repeat steps 2-5 to upload your logo.
Choose Your Email Design
Choose the layout for your email newsletters.
Scroll down to the Style section
Click the Template icon to expand the menu
Choose the template you feel best represents your brand
Note: the preview below the expanded menu will update each time you click on a new palette
Click in the expanded menu
Choose Your Accent Colors
Choose the primary accent color for your newsletters and website; the secondary accent colors will be selected automatically to complement your primary color.
Click the Palette icon to expand the menu
Click the desired palette or click Custom to enter your own hexadecimal (hex) code or red-green-blue (RGB) code
Note: the preview below the drop-down menu will update each time you click on a new palette
Click in the expanded menu
Scroll to the top of the page and click to return to close Campaign Settings
Note: To preview how your choices will display on your email newsletter:
Return to Campaigns in the left-hand column
Right-click on any campaign with a future send date
From the drop-down menu, click to view the full newsletter
3. Build Your Contact List
The contact list in your OutboundEngine account is used to send your marketing materials to your sphere of influence and book of business. We strategically design our content to be editorial in nature and never a direct solicitation for business. The topics are intentionally educational, interesting, and conversation starters so that no matter where someone is in your pipeline or network, the information will be interesting and valuable for them.
To get you started, here are the people we recommend you add to your OutboundEngine contact list:
Your Book of Business:
Your Larger Sphere:
Past Customers
Family
Current Customers
Friends
Prospects
Members of clubs or groups where you network
Referral Partners
Anyone who might provide referral or direct business in the future
Click Contacts in the left-hand column
Click at the top right
Click ADD and wait for the pop-up window
Enter any desired info; email address is required, and we recommend adding names and phone numbers to help you manage your list
Click either Save & Close
Click at the top right to return to the full list of contacts
Note: You will need at least 10 contacts uploaded in order for your campaigns to send. If you prefer, upload your contacts in bulk:
Upload a spreadsheet
Import from another database
Sync with another database
Congratulations!
You've completed the setup and are ready to start your Free Trial!
Let's get your marketing campaigns started as soon as possible; we'll send you an email notification so you know when to expect the first campaign!
In the mean time, download the mobile app to help you maximize your marketing results by viewing performance and interacting with your network whenever and wherever it's convenient for you, not just when you're in front of your computer.
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