Getting started with Swyftreach

Swyftreach puts everything you need for outbound in one workspace: sending inboxes, warmup, contact lists, multi-step campaigns, a Master Inbox for replies, and AI research. This guide walks through the setup order that gets you to a first campaign fastest. The same checklist appears on your dashboard Overview and in the sidebar progress pill, and it ticks itself off as you go.

The setup checklist

1. Connect your first inbox: sign in with Google, or add any provider over SMTP/IMAP from Email Accounts.
2. Add an email signature: each account stores its own, and you insert it with the {{signature}} variable.
3. Try AI Assist: ask Marielle a question or generate a template with AI.
4. Import your first contact list: upload a CSV and map its columns in Contact Lists.
5. Create your first campaign: build a sequence in the four-step campaign wizard.
6. Launch your first campaign: activate it to start sending inside your schedule.

What unlocks on paid plans

• Starter: start inbox warmup to build sender reputation before you scale.
• Growth: connect a second inbox for sender rotation, check your spam score, and find buying intent in your contact lists with Signals and Buying Intent.
• Growth Plus: manage leads in the CRM, set up calling with a free phone number, and make your first call from the browser dialer.

Where to find things

• Overview: sends, opens, replies and your setup checklist at a glance.
• Campaigns: every campaign, filterable by status and sorted by latest activity.
• Master Inbox: every reply from every connected inbox, labelled by AI.
• Email Accounts, Warmup Engine and Spam Score: your sending infrastructure.
• Contact Lists, CRM, Calls and Analytics: your prospects and your results.
• Templates, Signals and Buying Intent and Outreach Profile: reusable copy and the inputs for personalization.
• Support: open a ticket if you get stuck. Marielle can answer most how-to questions instantly.

Next: connect your first email account