Frequently asked questions

Get Your Doubts Cleared

General Questions

Can I import a CSV file into an already running campaign?

Yes, you can import a CSV file into an already running campaign. To do so, follow these steps:

1. Go to the campaign that you want to import the CSV file into.
2. Click on "Edit campaign" to access the campaign settings.
3. Look for the option to upload a CSV file and click on it.
4. Choose the CSV file from your computer that you want to import.
5. Map the fields and Choose/associate a client. The system will process the CSV file and import the data into the campaign.

By importing a CSV file, you can update the campaign with new leads without interrupting the campaign's flow.

Is it possible to connect Outlook via OAuth?

Yes, it is recommended to connect Outlook via OAuth. OAuth (Open Authorization) is an industry-standard protocol that allows applications to access user data on various platforms, including Outlook, without requiring the user to share their login credentials. By connecting Outlook via OAuth, you enhance security and ensure a seamless and secure integration between your application and Outlook.

How can I connect Outlook using OAuth?

To connect Outlook using OAuth, follow these steps:

1. Open your email accounts module in Smartlead
2. Look for the option to add accounts and select it.
3. Choose Outlook as the email provider you want to connect.
4. Clicking on the Outlook logo will redirect you to the Outlook login page.
5. Enter your credentials and log in to your Outlook account.
6. Follow the prompts to authorize the application to access your Outlook account using OAuth.
7. Once the authorization is complete, your application will be connected to Outlook via OAuth, enabling secure access to your Outlook emails and data.

By following these steps, you can establish a secure and authenticated connection between your application and Outlook, ensuring seamless integration and access to your email account.

Why am I experiencing delays in fetching emails from my ESP to MI?

If you are experiencing delays in fetching emails from your Email Service Provider (ESP) to the Master Inbox (MI), there could be a few reasons for this. It is important to note that fetching emails from the ESP to the MI can take some time due to various factors such as network latency, ESP server load, and the size of the email inbox. Here are some points to consider:

1. Time interval: The Master Inbox usually fetches emails at regular intervals, which can range from 5 to 55 minutes. This interval allows the system to retrieve and process new emails periodically.

2. Fetch replies button: If you need to fetch replies immediately, you can use the "Fetch replies" button available in the Master Inbox. Clicking on this button triggers an immediate fetch of replies from your ESP's email inbox folder.

If the delays persist or you encounter any issues with fetching emails, it is recommended to reach out to the Smartlead support team for further assistance.Please note: 

Filtering or rules: Review any filtering or rules set up in your ESP that could potentially affect the delivery of emails to the MI. Ensure that emails are not being automatically sorted, archived, or blocked based on certain criteria.

Why doesn't categorizing leads, such as "Not interested," stop campaigns for them?

Categorizing leads, such as marking them as "Not interested," does not automatically stop campaigns for those leads. The purpose of lead categorization is to classify and organize leads based on their specific attributes or actions. However, categorizing a lead as "Not interested" does not halt the campaign because the system relies on replies from leads to determine if a campaign should be stopped.

In most cases, when a lead categorizes themselves as "Not interested," they may choose not to reply to the email or take any further action. As a result, the campaign continues until it reaches its completion or encounters other stopping conditions.

It's important to note that when a lead does reply to an email, the system recognizes the response and stops the campaign for that particular lead. Therefore, replies from leads serve as the primary trigger to stop campaigns rather than lead categorization alone.

In some cases,A lead might have to be categorized for various reasons even if they do not intend to reply, such as organizing their inbox or indicating their preference. Such categorization does not automatically stop the lead from receiving further emails in the campaign. In such cases the emails have to stopped manually

What type of business can use Smartlead?

No, you get access to unlimited email accounts and warmup accounts without having to pay per account. This will let you scale your email outbound and without paying a penny more.


What is the difference between a lead & email credit?

A lead credit refers to a unique email address (or lead) uploaded to your account.An email credit refers to an email sent out using SmartLead across any campaign in your account.

What is the pricing for whitelabeling?

The pricing for whitelabeling is set at $29 per client. When you purchase the Pro plan, you will receive one free client as part of the package. Whitelabeling allows you to customize the branding and appearance of the platform, making it appear as your own product or service to your clients.

With the Pro plan, you have the option to add additional clients at a cost of $29 per client. This enables you to extend the whitelabeling feature to multiple clients, providing them with a tailored and branded experience.

If you require whitelabeling for your business, it is recommended to explore the pricing details and options available within your account settings or contact the support team for further assistance.

Billing Questions

Do I have to pay per email account?

No, you get access to unlimited email accounts and warmup accounts without having to pay per account. This will let you scale your email outbound and without paying a penny more.

Does Smartlead require any long-term commitment if you go for their plans?

No, Smartlead offers monthly and annual plans without any long-term commitments. You can easily and quickly cancel your individual subscriptions whenever you want to.

If I upgrade my plan am I charged the full amount or the difference?

You are charged the difference.

Random Questions

Can I change the start day of a campaign? If so, how?

In an active campaign, it is not possible to change the start day directly. However, there is a workaround to adjust the start day of a campaign by following these steps:

1. Pause the campaign: Navigate to the campaign that you want to change the start day for and pause it. This action temporarily halts the campaign's progression.

2. Reset the start date: Once the campaign is paused, you can reset the start date by editing the campaign ->>setup->>schedule campaign

3. Resume the campaign: After adjusting the start date, you can resume the campaign. The campaign will now continue from the newly set start date and progress accordingly.By pausing the campaign and resetting the start date, you can effectively change the start day of the campaign without creating a new campaign from scratch. Keep in mind that this method may cause a temporary interruption in the campaign's activities, so it's important to consider the timing and impact on your overall campaign strategy.

Is it possible to create a LinkedIn-only campaign?

Yes, it is possible to create a LinkedIn-only campaign. Here's how you can do it:

1. Go to the campaign creation section
2. Add a new campaign by following the prompts
3. In the email sequence or steps of the campaign, ignore the first email step.
4. Add a LinkedIn task as the second step in the campaign.
5. Remove the first email step completely from the campaign sequence.
6. Now, you can continue adding LinkedIn-specific steps below the initial LinkedIn task, making it a LinkedIn-only campaign.

By following these steps, you can create a campaign that exclusively focuses on LinkedIn activities, such as sending connection requests, messages, or other LinkedIn-specific tasks. This allows you to tailor your outreach strategy specifically for LinkedIn engagement.

Why are my emails not being sent out? What are some basic investigation points to check? How can I contact the team with campaign information?

If your emails are not being sent out, there could be several factors contributing to the issue. Here are some basic investigation points to check

Email setup: Ensure that your email account is properly configured within the platform. Verify the SMTP/IMAP settings, login credentials, and any specific requirements of your email provider.

Sending limits: Check if you have reached the sending limits of your email account and also double check the schedule of the campaign

Email status: Check the email status of the leads, If they are scheduled, In progress and Edit the campaign->>setup and check if the email accounts associated the campaign is being used by other campaigns.

If you have checked these points and the issue persists, it is recommended to contact the support team with Campaign ID or campaign name.

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