TaskOwnerResources
Sign up for Instantly & share credentials with customer via 1PasswordUserGems CSEabc
Sign into Instantly and purchase planUserGems TeamCell
On first implementation call, discuss Instantly next steps in order to begin domain warming ASAPUserGems CSECell
Purchase domains in any hosting serviceCustomerCell
Authenticate domainsCustomer[object Object]
Create mailboxesCustomerCell
Set filters and forwarding for mailboxesCustomer[object Object]
Connect mailboxes to InstantlyCustomer[object Object]
Warm up mailboxesUserGems CSE[object Object]
[object Object]UserGems CSE[object Object]
Get API key from InstantlyUserGems CSE[object Object]
Build UserGems workflow & configure webhook actionUserGems CSE[object Object]
Send a few test records over to make sure things are working as expectedUserGems CSE[object Object]
Activate UG Workflow & Instantly Campaign(s)UserGems CSE[object Object]
Ongoing support like: - Adding new users - Reconnecting mailboxes - Instantly troubleshootingInstantly Support[object Object]