Step 1: Navigate to Perfect's Outreach Dashboard
Step 2: Click "Connect email".
Step 3: Choose Google or Microsoft based on your Email
Step 4: Verify Connection: Confirm successful email connection by seeing the Welcome to Outreach page.
Step 5: Choose Tone of Voice.
Step 6: If you are an agency, toggle on Agency Mode.
Step 7: Enter your agency's name.
Step 8: Enter the name and a brief description of your agency.
Step 9: Enter the hiring company’s name.
Step 10: Enter brief description of the hiring company.
💡 Tip: To maximize time efficiency make sure to use the purple Auto Fill option: if you’ve uploaded a job description when opening the position, the purple “Auto Fill” button will be available to you within the Company Description box on the top left.
Step 11: If you’re keeping the hiring company confidential, tick the "Confidential" box.
Step 12: Enter the role title. Notice that unlike the title you entered when opening the position thats used as a search parameter, the candidates will see this title in the campaign.
Step 13: Add a short description about the role. If not available, copy and paste the role description from your internal job description.
💡 Tip: Exclude the requirements; focus on describing the role itself.
Step 14: Specify the preferred location for the role.
Step 15: Highlight social and professional perks of the job to grab candidates attention.
Step 16: If tracking is necessary, toggle on this feature.
💡 Tip: Disabling tracking reduces the chance of emails ending up in spam.
Step 17: Leave all personalization features toggled on (Smart Message Spices).
Step 18: Click "Save".
💡 Tip: Notice that this does not start the campaign—it simply signals the system you’re ready to proceed later.
Step 19: Click on "Campaigns".
Step 20: Click on “Auto” to select a fully automated campaign.
Step 21: Choose primary sender.
💡 Tip: Best practice is to select Hiring Manager.
Step 22: Leave “When to Send” and “Number of Follow-Ups” on Auto for optimal performance.
💡 Tip: To fully utilize your pipeline, make sure the "Auto Archive emailess candidates" is toggled off. Best practices are pre-implemented to maximize engagement:
If on a tight deadline, you can toggle on Faster Follow-Ups to accelerate campaign steps.
If no deadline exists, keep this feature inactive to allow the system to operate as designed.
Step 23: Click "Save".
You just activated your first Auto Outreach Campaign 🥳
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.