Getting Started with OutboundEngine

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

1. Navigate to app.outboundengine.com

2. Enter the email address you used to create the account

3. Enter the password you set when creating the account

4. 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

1. Click Campaigns in the left-hand column

2. Click    near the top of the page

3. Add your account information
   

 

Add Your Headshot and Logo 

1. Scroll down to the Campaign Images section

2. Click + to expand the menu

3. Click    to select a new image from your computer

4. Crop the image as needed

5. Click    

6. Repeat steps 2-5 to upload your logo. 
   

 

Choose Your Email Design

Choose the layout for your email newsletters.

1. Scroll down to the Style section

2. Click the Template icon to expand the menu

3. 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  

4. 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.

1. Click the Palette icon to expand the menu

2. 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  

3. 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:

1. Return to Campaigns in the left-hand column
   
   
   

2. Right-click on any campaign with a future send date
   
   
   

3. 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

 

1. Click Contacts in the left-hand column

2. Click    at the top right

3. Click ADD and wait for the pop-up window

1. Enter any desired info; email address is required, and we recommend adding names and phone numbers to help you manage your list

2. Click either Save & Close

4. 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.