Setups
Connect your mailbox and set up campaigns, targetings, sequences and exclusions.
- Will Qualifier work with my email provider?Yes. Connect Gmail or Google Workspace, Outlook or Exchange, or any other provider through IMAP and SMTP.
- Can I send the emails through an email alias?Yes, if the alias is an alias account or domain on your connected mailbox. Contact support and we'll turn it on for you.
- How do I change the email address I use in Qualifier?Contact support. We'll connect your new address and help move your campaigns over to it.
- What is a campaign?A campaign combines one targeting (who to contact) with one or more sequences (what to send). Use separate campaigns for different markets.
- How many campaigns can I have?Your plan sets how many active campaigns you can have. Archived campaigns don't count. Contact us to add more.
- Create a campaignClick New campaign, choose an existing targeting or create a new one, then write your sequence.
- Create a targetingA targeting defines who your campaign contacts: location, job titles, industries and company size.
- Shared targeting vs. new targetingShare an existing targeting when campaigns should always target exactly the same people. Otherwise create a new one; shared targetings can't be separated.
- What is a sequence?A sequence is the series of steps (emails, LinkedIn messages, calls and tasks) that a campaign runs for each prospect.
- Create a sequenceOpen your campaign's Sequences tab, click New sequence, then add your first email and any follow-up steps.
- What variables can I use?Use [first-name], [last-name], [company] and weekday variables in subjects and email bodies to personalize each email.
- Plain text messagesPlain text emails reach the inbox more reliably, look the same everywhere and feel personal, which makes them the best default for prospecting.
- Add an email signatureAdd your signature under Settings, User tab, Signatures. There's one for HTML emails and one for plain text emails.
- Send a test emailClick Send test email under any saved email step to check variables, formatting and your signature in your own inbox.
- Can I add a video in my email sequence?Videos can't be embedded in emails, but you can link to one.
- Exclude companies and contacts from your campaignsList customers, companies, domains and email addresses that should never be contacted under Settings, Company tab, Exclusions.
- Is there an option to unsubscribe from receiving emails?Replying is enough to stop all emails from your company. You can also add an opt-out link with [opt-out-url], and exclude people on request.
- Add a company descriptionTell Qai what your company sells, to whom and who is not a buyer, under Settings, Company tab, Company description. Up to 3,000 characters.
- Custom domains: extra sending domains and mailboxesWe can buy and set up extra domains and mailboxes in your name for your campaigns. It protects your main domain and lets you send more each day.