Blog

Outfunnel + Copper CRM: Introduction & How-To Set Up

Blog Post

Setup & Overview

https://youtu.be/EKMjMt_ohOU

Outfunnel only needs to be enabled via an account owner, each other user simply needs to login to Outfunnel.

    • Step-by-step of how to enable Outfunnel in your Copper account
    • Explaining the difference between Sequences and One-Off Campaigns
    • Explaining the configuration options available
    • Showing how to add leads and people to Copper via tags

Configuration

Enabling Reply Tracking

Enabling Reply Tracking

https://www.loom.com/share/b2c42be486fb452da56983a0f1d927c5

Reply tracking needs to be configured within every Gmail account that Outfunnel emails may be sent from.

    • Login to Outfunnel and visit Account → Email Settings → Reply Tracking
    • Copy the unique forwarding email address
    • Visit Gmail and visit Settings → See All Settings → Forwarding and POP/IMAP
    • Under "Forwarding" select "Add a forwarding address"
    • Paste in the unique forwarding email address that you copied from step #2
    • Select the option "Forward incoming mail to - forward.####@outfunnelmail.com"
    • Make sure that "Keep Company Mail copy in the inbox" is selected
    • Save changes

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Email Validation

If you are about to reach out to a large list, it's good to initially run email validation. It will return back valid/invalid email addresses.

Though, the email validation systems are also not a 100% correct as they don't actually send the email - they just test of the recipient server is willing to accept the email.

Email Validation Tools

Email Validation Tools

Validation Results

Validation Results
    • Valid → Good to go (still may bounce, but unlikely)
    • Accept All (Unverifiable) → May go through but not likely that the email address is being actively monitored, okay to experiment with
    • Unknown → Only experiment with if you have a low overall bounce-rate
    • Disposable → Discard
    • Invalid → Discard

Our recommendation is to experiment with some of the unsure emails to see what results they generate.

Bounces

Bounces can temporarily have a negative impact if the email with the same content bounces for multiple people who all have their emails in the same server. In that case your emails might get throttled by the recipient server. The server and domains that we use to deliver the email also get hit if there are many bounces and it might land us in some blacklists.

In general a bounce rate under 2% is ok and shouldn't raise any alarms.

Outfunnel actively also monitors this on their end and bounces are only one of the many signals that they use.