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Frequently Asked Questions (FAQs)

Steps For ConnectPlex Setup and Onboarding

Step 1: Create an Account

  • Visit the ConnectPlex website at : https://connectplex.ai/
  • Click on 'Sign In' and then select 'Create an account.'
  • Follow the prompts to set up your account, and choose a password of your choice.
  • This process should take less than 5 minutes. If you need help, you can watch this video tutorial: Create ConnectPlex Account Tutorial Link.

Step 2: Define Your Target Audience

  • Log in to your ConnectPlex account.
  • Use the 'Global Search' feature to find and shortlist the target market you want to email.
  • After searching and finalizing your target audience, you can click on 'Save this Search' so that you can save this search for your target audience.

NOTE Note : For additional information on the 'Global Search' features, you can explore it further here: Global Search

Step 3: Setting up the “Email Identity”

  • Go to 'Email Identities' under 'Setup,' then click on 'New Email Identity.'
  • Enter your 'Name' and 'Company Name,' and click on 'Auto Create' to generate your email identity.
  • Put an email address in “Response Forwarding Details” to get leads. This is where responses will be sent.
  • Press the test email setup button to check if your email is set up right.
  • If you see the message "Email identity seems to be correctly set up" after the test, click "Save Changes" to make sure your settings are saved.
  • After setting up your email identity, send a test email to the created email identity to confirm that you are receiving emails at the address specified in the "Response Forwarding Details."
  • Create an automatic schedule under 'Setup > Schedules > New Schedule' to ensure your emails go out according to the recipient's time zone.

NOTE Note : For additional information on the 'Email Identity' features, you can explore it further here: Email Identity

Step 4: Create Email Sequence

  • To set up a sequence, go to 'Set Up' -> Sequence Templates' -> 'New Sequence Template’.
  • Enter a reference name for the sequence template.
  • Choose a ready template from the drop down menu (e.g. ‘Meeting Request’). Please note that we strongly suggest using text mails only without any HTML or links since this helps in better deliverability of emails.
  • Add your company specific content in the “@@add your content here@@” section of the ‘subject spin’ and the ‘body spin’ sections.
  • Add one or two follow ups if required. For the follow ups also, you can choose ready template formats from the ‘Select Template’ drop down menu. Please ensure that follow ups are sent between 5 to 25 after the previous email.
  • Click on ‘Save’ to save the sequence template.

NOTE Note : For additional information on creating 'Email Sequences, you can explore it further here: Email Sequences

Step 5: Start Email Sequence

As a next step, you can start the above created ‘email sequence’ (in step 4 above) on your ‘saved search’ (in step 2 above)

  • Please go to Search > Saved Searches
  • Please choose any one saved search - e.g. (First Audience - California - Large Companies)
  • Click on 'Create sequence with all contacts'

You will reach the 'Start an email sequence with all contacts' page. On this page,

  • Select email identity from the drop down. “Selected email identity will show the sender's name and email address to the recipients.”
  • Pick a sequence template from the drop down.
  • Select schedule from the drop down. “Pick a schedule relevant to the recipient's time zone or choose “Auto schedule.”
  • Please click on ‘Exclude contacts emailed in the last 90’ days. If this is already ticked, please ensure ‘contacts’ and ‘90’ is chosen in the drop down menu.
  • Give any reference name for this campaign.
  • Click on ‘Send Test Email’ and check the email address specified to verify that the email looks proper. This is the email that will reach the recipients.
  • Then click on ‘Start’ to start the sequence.
  • You will be able to monitor this sequence in Reports > Sequence. Please note that sequences generally take 24 - 48 hours to get started. Also, it generally takes 3 - 4 days to start getting responses (which can be both positive or negative).

By following the above steps, your ConnectPlex setup and onboarding process is complete.

Best Practices for Using the ConnectPlex LeadBot

Organize Your Data: Begin by creating well-organized lists and segments. Categorize contacts based on relevant criteria to enhance campaign targeting and segmentation.

  • Utilize Saved Searches: Save frequently used search queries for quick data retrieval, ensuring consistent research and monitoring efforts.
  • Personalization is Key: Craft personalized content for emails and messages to increase engagement and foster stronger connections with your audience.
  • Test and Refine: Experiment with different search queries, campaign strategies, and sequences to identify what works best for your goals.
  • Review Reports Regularly: Keep an eye on reports and engagement metrics to gauge the effectiveness of your efforts and make informed decisions.
  • Leverage Automation: Take advantage of sequences and automation features to save time and ensure consistent communication with your contacts.

By implementing these best practices, you'll be well-equipped to optimize your use of ConnectPlex, leading to more successful outreach and engagement strategies.

If you are sending from your own mail service (such as your corporate address or Gmail), then the number of emails per hour per email address should not exceed 25 per hour. Typically you can start with 10 per hour, and very slowly increase it to 15 to 20 per hour after a few weeks. And this should be for 10 hours a day only.

If you are using a mail sending service, the emails sent per hour per email address should ideally not exceed 125 per hour. Typically, you can start with 40 emails per hour, and slowly increase it to 80 to 100 per hour after a few weeks.

Please avoid exceeding these limits.
For checking the Campaign status, please click on ‘Reports’ under ‘Campaigns’ in the ‘LeadBot’ menu bar on the left side.

For more details on campaigns, please click here - https://connectplex.ai/help?r=campaign
We would recommend rerunning a campaign on the same list after at least a 6 month gap. And we suggest that you modify the email message with a different format for optimal results.
Certainly, ConnectPlex performs email ID validation on the uploaded list. When initiating a new campaign or sequences, you have the option to use the exclude feature. This allows you to ensure the campaign avoids reaching email IDs from past campaigns/sequences or those that were previously uploaded.
No, you cannot combine the uploaded list and the saved search into a single campaign; they must be run separately. Each list serves a distinct purpose and requires individual processing.
Certainly, ConnectPlex provides the platform to run email sequences for your existing database. There is no separate charge involved; however, we will charge 1 credit for each successfully sent and delivered email.
Yes, this can be done in the 'Create Email Sequence' screen. You need to 'exclude companies' that have been mailed out in the last 90 days to prevent multiple emails reaching the same company. While we generally don't recommend this, as most people tend to ignore marketing outreach, if needed, reach out to a large number of people in the organization and request a reference to the key decision maker.
ConnectPlex employs a comprehensive approach, considering more than 50 parameters to prevent emails from being blacklisted or marked as spam. We take end-to-end ownership of data and delivery, allowing us to control these parameters for successful delivery. This includes aspects such as content, delivery rate, email server reputation, email quality, variations in parameters for human-like behavior, and others. Furthermore, our support team is available to offer guidance on optimizing your email content and settings to enhance delivery rates and avoid common mistakes.
It's normal for sequences to take 1-2 working days to initiate. Additionally, it generally takes 3-4 working days to observe progress in the 'Sequences' tab under 'Reports.' If you still encounter delays beyond this timeframe, please reach out to our support team for further assistance.
Yes, Campaigns or Sequences allow you to exclude contacts that have been reached in the previous 90 days, including those who have marked 'unsubscribe’.

If you wish to maintain a separate 'unsubscribe' list, you can do so manually by uploading it to 'Unsubscribed Email Lists' under the 'Lists' menu.

ConnectPlex automatically avoids contacting people who have chosen not to receive emails in the past 90 days. Additionally, on a global level, it refrains from reaching out to individuals who have asked for their personal information to be removed from any campaign or client. For more details on the Unsubscribe list, please click here: https://connectplex.ai/help?r=emailList&list=unsubEmail
Sequences can be run on the entire search list, including multiple pages in one search. Campaigns can only be run on 1k records at a time. To execute a campaign on multiple pages, it needs to be run multiple times in one search for each page in the search list.
Campaigns cannot be stopped or paused once started. Sequences can be stopped, paused, or resumed after initiation. To manage ongoing Sequences, please follow the steps outlined in the link: https://connectplex.ai/help?r=campaign&type=sequence#stop-pause-resume-sequences
The difference between the upper and lower sections of the progress bar signifies that the first section represents the "Initial mail," while the second section represents the "first follow-up" mail” and the last section represents "second follow-up" mail.
For sending documents through ConnectPlex campaigns, you can upload them at a separate location (such as on Google drive) and send the link in the campaign mailer. However, we do not recommend sending any links / documents / images in ConnectPlex campaigns or sequences. This is because the inclusion of any links / attachments can potentially lead to issues with spam filters. To ensure seamless communication, it's best to avoid including any links / documents / images / attachments in your emails on ConnectPlex.

ConnectPlex is primarily a warm lead generation tool that helps generate leads of interested prospects. This is best achieved by a simple text mailer with a few lines of what your company does. Once a prospect has shown interest (that is, a warm lead is generated), you can send the prospect with details (in terms of documents / links etc) by regular email.
The use of images, links and HTML may trigger spam filters, affecting the delivery of your emails. Keeping emails in a plain text format ensures a significantly higher probability of successful delivery and keeping your company name out of spam filters. We highly recommend using simple text emails without images, links, or HTML. This significantly improves deliverability rates.

ConnectPlex is best suited for 'warm lead generation.' We recommend sending concise emails with a brief product description (1 paragraph or a few lines) to prospects. Once you receive a positive response or reference, you can involve your sales team to initiate further communication, share marketing materials, and advance the conversation with potential clients.
The 200-email per day limit applies specifically to running sequences. Once a campaign is started, it cannot be stopped or paused. Campaigns are designed to run on 1000 records at a time, and they do not adhere to the daily email limit. It's important to note that sequences, on the other hand, do not have such limitations.
Yes, it is possible to run a campaign or sequence by choosing all the options in email status under advance search. However, records with "Very High Confidence" emails have a significantly higher delivery rate compared to others.
Once you've configured your email identity, send a test email to the created address to confirm that you are receiving emails at the specified "Response Forwarding Details" address.
If you're experiencing SMTP error or encountering issues sending emails from email identities set up with your own domain, there might be a problem with your credentials or SMTP setup.

Here's what you can do to troubleshoot:

Check Credentials: Ensure that you have entered the correct SMTP credentials, including the username, password, server address, and port number. Even a small typo can lead to authentication failures.

Verify SMTP Settings: Double-check the SMTP settings you've entered in the Email Identity screen. Any discrepancies in the configuration could result in email sending failures.

Test SMTP Settings: Use third-party tools to test your SMTP settings for accuracy and functionality. We recommend using services like:

These tools allow you to simulate sending an email using the SMTP settings you've configured, helping you identify any issues with your setup.

By following these steps and utilizing third-party testing tools, you can diagnose and resolve any SMTP errors or email sending problems associated with your custom domain email identities. If you continue to experience difficulties, consider reaching out to your IT Team or Email Service Provider for further assistance.
Yes, ConnectPlex is designed to identify automated responses such as "this mailbox is no longer monitored" or notifications suggesting that the contact has moved on. When such responses are detected, ConnectPlex will automatically remove the contact from future campaigns or sequences. This ensures that your outreach efforts remain targeted and efficient, focusing only on contacts who are actively engaged and reachable.
When multiple sequences are initiated using a single email identity, there may be delays in sending emails. To avoid such delays, it's advisable to initiate only one sequence per email identity and pause any additional sequences. Once an active sequence is finished, you have the flexibility to resume any paused sequences as necessary.
When you receive a warm lead from any ConnectPlex email identity, which acts as a lead generation tool from our team, you can advance the conversation or lead by adding the 'forwarder' from that email identity to yourself.

Here’s an example of the same.

This email is from a client/prospect named 'Jim' who's reverted to your email identity to 'Jennifer'

Email revert received by a prospect:

Hey Jennifer,

Keith from our office works on this. I've copied him here!

Best,
Jim

To respond, you can add a forwarder from Jennifer to yourself and reply to Keith as follows:

Hi Keith,

It's nice to be connected with you through Jim.

To quickly introduce myself, I manage (....). Jennifer, who works with me in our lead generation team, has reached out to Jim who's referred us to you.

It's nice to see that ... {mention something interesting about the prospect}. Additionally, it's great to note that .... {mention something interesting about their company}.

{Include a paragraph here to answer any questions asked or comments made by the prospect. If there’s nothing specific, this can be omitted.}

{Briefly mention your company and its offerings}

Can we have a quick call on {mention a time to reach out to Keith}?

Thanks,
Your Name,
Your Company Name

---------- Forwarded message ---------

From: Jennifer

Date: Fri, 7 Jun 2024 at 20:00

Subject: Fwd: {Original Subject}

To:


Dear {Your Name},

Please take the below lead ahead.

Thanks,
Jennifer


---------- Forwarded message ---------

From: Jim

Date: Fri, 7 Jun 2024 at 17:39

Subject: Fwd: {Original Subject}

To: Jennifer


Hey Jennifer,

Keith from our office works on this. I've copied him here!

Best,
Jim

This template helps ensure a smooth transition and maintains a professional connection with the prospect.