How to do everything in MailFleet, in the order you'll meet it: connect senders and warm them up, bring in leads, build the sequence, launch, answer replies, read the numbers. Each article names the real buttons and fields.
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The shortest correct path through MailFleet — create a workspace, connect and warm up mailboxes, import leads, build a campaign, deploy it, and work the replies.
Where Pricing page → Start Free Trial (Stripe card checkout) → mailfleet.co/signup → Mailboxes → Leads → Campaigns → Final review → Replies
Read the full article → · 11 steps · 2 FAQ
How sign-up, email verification, invites, password and code-based login, and logging out work.
Where Pricing page → Start Free Trial (Stripe) → mailfleet.co/signup · mailfleet.co/login · sidebar account button → Log out
Read the full article → · 6 steps
Every section of the sidebar, in order, and what lives in each one — and how it opens as a menu on a phone.
Where Left sidebar (toggle with the panel icon top-left; when collapsed, hovering expands it). On a phone: the menu button at the top left.
Read the full article → · 20 steps
One-sentence definitions of the terms you will meet across MailFleet.
Where Used throughout the app
Read the full article → · 40 steps
Answers to the questions new users ask most, grounded in how MailFleet actually behaves.
Where Sidebar → Help & news (searchable in-app), or Support
Read the full article → · 2 steps · 16 FAQ
Add one or many sending mailboxes at once by uploading a CSV of email addresses and IMAP/SMTP credentials; every row is verified automatically in the background.
Where Left nav → Infrastructure → Mailboxes → "Import CSV" (top right), or "Connect Mailbox" → "Bulk Import" → "Import Mailboxes" dialog → "Choose a CSV"
Read the full article → · 5 steps · 2 FAQ
Reference for every column name the mailbox importer recognises, what it maps to, and the defaults used when a column is missing.
Where Mailboxes → "Import CSV" → "Import Mailboxes" → "Choose a CSV"
Read the full article → · 4 steps
Try a mailbox's SMTP and IMAP settings and optionally send a test email without saving anything, to check credentials before an import or to diagnose one that stopped connecting.
Where Mailboxes → "Connect Mailbox" → "Any IMAP / SMTP", or the "connection tester" link in the Import Mailboxes dialog (page titled "Connection tester" under Diagnostics)
Read the full article → · 5 steps
What each status pill on the Mailboxes list means, which ones send, and how a mailbox moves between them — including pausing and resuming one by hand.
Where Mailboxes → the pill beside each mailbox's name (hover it for the reason); Status filter (Active / Paused / Disconnected / Unverified / Needs Action); row ⋯ menu → Pause Sending / Resume Sending; a mailbox's page → header
Read the full article → · 5 steps
A mailbox shows Connection error when its provider rejected the login or account; here is how to read the message and what fixes each one.
Where Mailboxes → the Disconnected pill (hover it for the reason; Status filter: Disconnected); the full reason is also on the mailbox's page, in the "Mailbox … disconnected" row on the Notifications page, in the "Action needed: N mailboxes stopped working" email, and in the red banner at the top of every page
Read the full article → · 4 steps · 1 FAQ
The 0–100 Health ring on each mailbox is a rollup of its connection state, whether warmup has begun, and its run of failures — not a fabricated reputation score.
Where Mailboxes → Health column (a ring with the number, and the first thing to fix beside it); Health filter (90 – 100 / 75 – 89 / Under 75); Average Health card; a mailbox's page → Overview → Deliverability card ("Mailbox health N/100")
Read the full article → · 3 steps
Each mailbox has its own hard ceiling on emails per day and a minimum number of minutes between its first emails to new leads; the sending engine enforces both.
Where Mailboxes → open a mailbox → General tab → Sending Limits → "Emails Per Day" and "Minimum Gap Between Emails" → "Save Changes". Quick Settings (pencil on its row) → "Daily Volume", "Gap Between Emails". In bulk: select rows → "Bulk Edit" → General → "Sending Settings" → switch to Overwrite → "Emails Per Day", "Minimum Gap (Minutes)" → "Apply to N Mailboxes"
Read the full article → · 5 steps
Warmup exchanges real, human-looking emails between connected mailboxes across the MailFleet network and engages with them (opens, rescues from spam, replies) so providers learn to trust your mailbox — at no credit cost.
Where Mailboxes → "Warmup Network" strip at the top; per mailbox: the switch in its row's Warmup column, or open it → "Warmup" tab → "Email Warmup" switch → "Save Changes"
Read the full article → · 3 steps · 2 FAQ
Control each mailbox's warmup volume, ramp-up, day-to-day randomisation, reply rate and inbound reply cap from its Warmup tab.
Where Mailboxes → open a mailbox → "Warmup" tab → "Save Changes". Quick Settings (the pencil on its row) for on/off, emails per day, gap and reply rate. In bulk: select rows → "Turn On Warmup", or "Bulk Edit" → Warmup tab → switch to Overwrite
Read the full article → · 7 steps
The Overview tab on a mailbox shows 7, 14 or 30 days of warmup and sending activity, where its warmup landed, a Ready to Send checklist with a fix for anything that fails, and warmup by day.
Where Mailboxes → click a mailbox (or its ⋯ menu → "View Performance") → "Overview" tab
Read the full article → · 5 steps
Each mailbox has its own signature, written as plain text or HTML, that is appended to every campaign email, manual reply and test send from it. It can carry clickable links, such as a booking page or your website.
Where Mailboxes → open a mailbox → General tab → "Signature" (Text / HTML, Preview) → "Save Changes". Also in Quick Settings (the pencil on its row). In bulk: select rows → "Bulk Edit" → Signature tab → switch to Overwrite
Read the full article → · 7 steps
Per mailbox you can make replies go to a different address, and copy the mailbox's real correspondence — campaign emails, replies and forwards — to your CRM with a BCC address. Warmup and test emails are never copied.
Where Mailboxes → open a mailbox → General tab → Sender Identity → "Send replies to a different address" → the reply-to address; "BCC to CRM" → "BCC Address" → "Save Changes"
Read the full article → · 4 steps
Label mailboxes with free-form tags and the client they send for; both show on the Mailboxes list, where you can filter by client and search by tag.
Where Mailboxes → open a mailbox → "Management" tab → "Tags" and "Client" → "Save Changes"; on the list: the chips under each address, the "Client Tag" filter and the search box
Read the full article → · 5 steps
Select any number of mailboxes to pause or resume them, turn warmup on, delete them, or overwrite their sending limits, warmup, signature or connection settings in one go.
Where Mailboxes → tick rows (or the header checkbox) → selection bar: "Bulk Edit" · "Pause Sending" · "Resume" · "Turn On Warmup" · "Delete" · "Clear"
Read the full article → · 5 steps
Send a one-off test message from any Active sender to an address you choose, with that mailbox's real settings, signature and reply-to.
Where Mailboxes → row ⋯ → "Send Test Email", or a mailbox's page → "Send Test" → "Send a Test Email" dialog → "Send Test"
Read the full article → · 3 steps
Deleting a mailbox removes its stored credentials and takes it out of every campaign. A campaign that sent only from it is paused until you pick another mailbox, rather than switched to all of them. To keep the mailbox but stop campaigns picking it, remove it from all campaigns — or pause it.
Where Mailboxes → row ⋯ → "Delete Mailbox"; Quick Settings (pencil) → "Delete"; selection bar → "Delete"; a mailbox's page → ⋯ → "Remove From All Campaigns" / "Delete Mailbox", or Management tab → Danger Zone
Read the full article → · 5 steps
Narrow the Mailboxes list with the quick filters (Provider, Status, Warmup, Health, Client Tag), More Filters and search, sort any column, and act on exactly what is shown.
Where Mailboxes → toolbar: search box, Provider / Status / Warmup / Health / Client Tag dropdowns, "More Filters", "Clear", the "N of M" count
Read the full article → · 6 steps
MailFleet checks every sending domain's SPF, DKIM and DMARC records and shows the result on the Mailboxes page's Domains tab, the Deliverability page's Authentication tab and a campaign's Final Review — missing SPF or DKIM blocks deploying, and a record DNS didn't answer for reads "couldn't check", never missing.
Where Mailboxes → Domains tab (a dot per record, DMARC with its policy, and Check DNS); Deliverability → Authentication tab (or the Authentication cell of the stats card); campaign → Final Review → "DNS"
Read the full article → · 5 steps
The Mailboxes page's Domains tab rolls your mailboxes up by sending domain — provider, mailboxes, SPF / DKIM / DMARC, average health and today's sending — and re-checks a domain's DNS on the spot.
Where Mailboxes → "Domains" tab (beside "Mailboxes") → "Check DNS" on a domain's row
Read the full article → · 4 steps
Deliverability checks bounces and policy rejections on every sending domain every hour, raises a Needs Action card for each client with Watch or Critical domains, and lets you pause or resume every mailbox on a domain — one domain from the Sending Domains table, or a client's critical domains at once from its card.
Where Left nav → Infrastructure → Deliverability: the status pill beside the title, "Checked N min ago" and Re-check All, the stats card (Sending Domains, Critical, Watch, Bounced, Authentication), Needs Action cards (Details, Pause N Critical Domains, Resume), and the Sending Domains tab (search, status chips, Client picker, the domains table with Pause / Resume, Show All N Domains)
Read the full article → · 7 steps
When a mailbox goes into Error for a real credential or account problem, MailFleet emails your workspace, adds a Notifications row and shows a red banner on every page.
Where Red banner at the top of every page → "Fix on Senders"; Notifications page ("Mailbox … disconnected"); email "Action needed: N mailboxes stopped working"
Read the full article → · 3 steps
Open and click links from every mailbox use your workspace's tracking domain (Settings → Tracking), or the shared default. Each mailbox's General tab shows which one and can check its CNAME; there is no per-mailbox tracking setting.
Where Mailboxes → open a mailbox → General tab → "Tracking Domain" → "Check Status"; change it under Settings → Tracking → "Custom tracking domain"
Read the full article → · 4 steps
The Leads page is every person in your workspace in one table, with a search box, Status and Campaign filters, and a Columns picker that includes every column you ever imported.
Where Leads (left nav) → sidebar: All leads / each list / Suppressed → table toolbar: search box, Status, Campaign, Clear filters, Columns
Read the full article → · 7 steps · 2 FAQ
Lists are the folders your leads live in; a lead belongs to one list at a time, and deleting a list permanently deletes the leads in it.
Where Leads → New list (top right) · Leads → open a list → Delete list
Read the full article → · 3 steps
Upload a CSV, map each column to a field (only Email is required), and the import runs on our servers in the background — each new lead takes room in your workspace; updates are free.
Where Leads → Import CSV (also on a campaign's Leads tab as "Import a CSV", where it always creates a fresh list and enrols it into that campaign)
Read the full article → · 7 steps · 3 FAQ
Upload a list of up to 50,000 once. On each campaign's sending days, just before its window opens, MailFleet checks that campaign's share of the next addresses with your plan's daily email checks and adds the results you choose to it — so you don't need checks for the whole list up front, or to upload it in chunks.
Where Email Verification (left nav) → Daily Drip tab → New Daily Drip; a drip's own page (the live flow, its campaigns and every row): Daily Drip tab → click its name
Read the full article → · 8 steps · 4 FAQ
Any CSV column that is not a standard field becomes a {{variable}} you can drop into subjects and bodies, and it is editable per lead on the lead card.
Where Leads → Import CSV → Map columns → "Custom variable {{ }}" · Lead card → All fields → Custom fields · Leads → Columns → Imported columns
Read the full article → · 5 steps
Every lead carries one status — New, Contacted, Replied, Meeting, Won, Bounced, Unsubscribed or Blocked — and the last three are suppressed: held out of lists and never sent to again.
Where Leads → Status filter · Leads → sidebar → Suppressed · Lead card → Record details → Lead status
Read the full article → · 3 steps
Click any lead's name to open a side panel with their contact details, status, list, campaign progress, emails, replies, company insight and every field — all editable in place.
Where Leads → click a name · Campaign → Leads tab → click a name · actions: Edit details, Email, Call, Remove from campaign
Read the full article → · 5 steps
One click fills in missing LinkedIn profile URLs for everyone in a list from the Lead Database (and Apollo if connected), within a monthly allowance that only counts profiles actually found.
Where Leads → open a list → Find LinkedIn URLs · progress: Settings → Enrichment → Runs · also on a campaign's Leads tab
Read the full article → · 4 steps
Search 50M+ people by name or company, job title (paste dozens at once, with similar titles matched automatically), seniority, country and state, industry, company size, email and phone.
Where Lead Database (left nav) → Filters panel on the left → results table on the right
Read the full article → · 6 steps
You pay once per person, ever: revealing, adding, exporting or bulk-adding someone new to you uses one unit of your monthly Lead Database allowance; anything you do with that person afterwards is free. People you reveal, add or export become leads, so they also take room in your workspace.
Where Lead Database → tabs above the results: Total / Net new / Saved · counters: "Leads in your workspace" (header) and "Lead Database: X of Y left this month"
Read the full article → · 3 steps · 2 FAQ
Addresses are masked in search results; Reveal shows the full address, checks it live against the mail server and saves the person to your leads — one unit of your monthly Lead Database allowance the first time (free thereafter) and one place in your workspace.
Where Lead Database → Email column → Reveal · Person panel → Reveal email
Read the full article → · 5 steps
Tick people and click Add to list, or use Add in bulk to take the first N matches with a per-company cap — each new lead takes room in your workspace and one unit of the monthly allowance, with invalid, blocked and duplicate people skipped for you.
Where Lead Database → tick rows → Add to list · Lead Database → Add in bulk (beside the result count)
Read the full article → · 4 steps
Download matching or ticked people as a CSV with real email addresses; it costs exactly what adding them costs and adds them to a list at the same time so you are never charged twice.
Where Lead Database → Export CSV (beside the result count) · tick rows → Export
Read the full article → · 3 steps
Click a name to open a full profile: contact details, role history, company insight (revenue, funding, technologies) and whether the person is already one of your leads.
Where Lead Database → click a person's name
Read the full article → · 5 steps
Paste or upload addresses and company domains that must never be contacted; they are refused at import, skipped at enrolment, checked again at send time, and anyone already in your leads who matches is stopped everywhere.
Where Settings → Blocklist → Add to blocklist / Upload CSV · Blocked emails & companies · Blocked people
Read the full article → · 5 steps
Block Lead on a conversation removes that person from every campaign and adds their address to your blocklist so they are never contacted again. Block Domain does the same for everyone at their company.
Where Replies → open a conversation → More → Block Lead (or Block Domain)
Read the full article → · 4 steps
People can opt out via the unsubscribe line in your emails, the one-click button their mail app shows, or simply by replying "not interested" — all three suppress them everywhere automatically.
Where Campaign → Settings → Protection → "Unsubscribe line in every email" · Leads → Suppressed · Settings → Blocklist → Blocked people · Replies (intent: Unsubscribe)
Read the full article → · 5 steps · 2 FAQ
Start an email campaign from the Campaigns page, then work through Leads → Sequences → Subsequences → Settings → Final review before you deploy.
Where Campaigns → New Campaign. The setup pages (Leads, Sequences, Subsequences, Settings, Final review) share a header with those step links; the Analytics, Leads, Emails and Subsequences pages also carry the tab strip Analytics · Leads · Emails · Sequence · Subsequences · Settings.
Read the full article → · 6 steps · 1 FAQ
Bring people into a campaign by importing a CSV, pasting addresses, or reusing a list — duplicates, unsubscribes and bounced addresses are filtered out automatically.
Where Campaign → Leads step (also the Leads tab of a deployed campaign) → the "Add leads" cards: Import a CSV · Paste emails · From an existing list.
Read the full article → · 6 steps · 1 FAQ
Write the emails, set the waits between them, and mix in manual or call steps — the editor autosaves and previews every step for a real lead.
Where Campaign → Sequences (the header link) or the Sequence tab / Edit campaign button. The left panel is "Sequence"; the right side edits the selected step.
Read the full article → · 8 steps · 1 FAQ
Write {{variables}} that fill in per lead, give them fallbacks so nobody is skipped, and use {a|b} spintax to vary wording.
Where Sequence editor → the "{ } Variable" menu in the body toolbar, or the "From your leads' import — click to copy" chips under the body.
Read the full article → · 5 steps · 1 FAQ
See each step exactly as a lead will receive it, and email a test copy to any address with the live, unsaved editor content.
Where Sequence editor → the Preview block under the body, and the "Send test" row beneath it.
Read the full article → · 4 steps
Add up to four alternate versions of any email step and choose how sends are shared between them.
Where Sequence editor → "A/B variants" section under the step → "+ Add variant". Distribution: Campaign → Settings → Behavior → "A/B variant distribution". Results: Campaign → Analytics → Sequence Breakdown.
Read the full article → · 5 steps
Each email step, and each A/B variant, can send with or without the sending mailbox's signature.
Where Sequence editor → under the body → tick box "Add the mailbox signature when this step sends"; each variant has a smaller "Add the mailbox signature" tick box.
Read the full article → · 3 steps
Attach files to a specific email step; they go out with that step only, within fixed size limits.
Where Sequence editor → "Attachments" section under the A/B variants → "Attach files".
Read the full article → · 3 steps
Steps a person handles: when a lead reaches one, a task opens in Tasks and the sequence waits until it's completed or skipped.
Where Sequence editor → Sequence panel → Manual email / Phone call buttons, or the step's Type dropdown.
Read the full article → · 4 steps
Deploy from Final review or click Launch; pause and resume at any time; campaigns finish on their own when every lead is done.
Where Campaign → Final review → Deploy campaign. Also the Launch / Pause / Resume button in the header of the sequence editor, Settings, Analytics and Emails pages (Analytics and Emails hide it once the campaign is Finished), and on the Campaigns list: Pause/Resume in a row's More actions menu, or Pause and Resume in the bar that appears when you tick several rows.
Read the full article → · 4 steps · 1 FAQ
Decide which days and hours a campaign may send, in which timezone, how far apart emails go from each sender, and how many new people start per day.
Where Campaign → Settings → Schedule ("Days, window, pace") → Save changes.
Read the full article → · 7 steps · 1 FAQ
A reply always stops a lead's sequence; this tab also holds the A/B distribution and two preferences that are saved for later.
Where Campaign → Settings → Behavior ("Stops, variants, priority") → Save changes.
Read the full article → · 3 steps
Choose between a tracking-free email and open/click tracking, which needs plain-text mode off.
Where Campaign → Settings → Delivery ("Tracking & providers") → Save changes.
Read the full article → · 3 steps
By default a campaign rotates across every healthy sender in your workspace; restrict it to specific mailboxes when you want to.
Where Campaign → Settings → Mailboxes ("Which senders this campaign uses") → Choose mailboxes.
Read the full article → · 4 steps
Add a visible opt-out line to every email (on by default) and understand what MailFleet does about bounces.
Where Campaign → Settings → Protection ("Limits & unsubscribe") → Save changes.
Read the full article → · 3 steps
Every reply is read and given one tag; pick which tags may be applied automatically on this campaign — subsequences start from them.
Where Campaign → Settings → Auto-tagging ("What replies get tagged") → Save changes.
Read the full article → · 3 steps
Send an automatic follow-up sequence the moment a reply gets a chosen tag — the calendar link on "Meeting request", the FAQ on "Question", a nudge later on "Not now".
Where Campaign → Subsequences (header link or tab) → New subsequence. Steps are written in the same sequence editor.
Read the full article → · 5 steps
What MailFleet does every couple of minutes for a Sending campaign: who is due, which sender is used, what stops a person, and what holds an email back.
Where Automatic — visible through Campaign → Emails (Scheduled), the lead panel on the Leads tab, and Analytics.
Read the full article → · 3 steps
See every email the campaign has sent with its open, click and reply status — or Bounced or Blocked for one that never arrived — preview any of them, and see what is queued to go out next and when.
Where Campaign → Emails tab → Sent / Scheduled switch.
Read the full article → · 6 steps
The campaign overview: a date range, the pipeline it has won, eight headline numbers, reach by day with scheduled sends, results per step and A/B variant, latest replies and health — plus sharing and CSV export.
Where Campaigns → click a campaign name (the Analytics tab).
Read the full article → · 7 steps
How to read "skipped (missing data)", a lead's last activity, "Due now" and the bounce, blocked, unsubscribe and out-of-office statuses.
Where Campaigns list (under the campaign name), Campaign → Analytics → Health, Campaign → Leads → open a lead → Record details → Last activity, and Campaign → Emails → Scheduled.
Read the full article → · 4 steps
Make a fresh Draft copy of a campaign's sequence and settings, with no leads and clean counters.
Where Campaigns → More actions (three dots) on the row → Duplicate.
Read the full article → · 3 steps
Group campaigns by client, market or offer in folders on the Campaigns page, then open a folder to see only its campaigns and totals.
Where Campaigns → Folders tab (New Folder), or More actions → Move to Folder on any campaign.
Read the full article → · 5 steps
If the MailFleet team builds a campaign on your behalf, it is handed over into your workspace: it appears in your Campaigns list, is paused if it was mid-send, and uses your own senders — choose them under Settings → Mailboxes (Edit campaign → Senders for a Multi Channel campaign), then Resume. Nothing is required from you before the hand-over.
Operator only — the MailFleet team uses this to hand a campaign you asked for over to your workspace.
Where Operator account only: Campaigns → More actions → Assign to client…, or the Assign to client button in a campaign header.
Read the full article → · 2 steps
Connect the LinkedIn profile that will view, invite and message leads in your LinkedIn and Multi Channel sequences, either by signing in or by pasting a session cookie.
Where Infrastructure → LinkedIn Accounts → Connect LinkedIn Account (top right) or the dashed Connect Another Account card → dialog "Connect a LinkedIn Account" (1 · Sign In → 2 · Verify) with tabs "Sign in with password" / "Use a session cookie"
Read the full article → · 5 steps · 2 FAQ
What the LinkedIn Accounts page and each account card show — status, today's usage, the last 7 days, the session check — and how to reconnect, pause, refresh or remove an account.
Where Infrastructure → LinkedIn Accounts → stats strip, then an account's card: status pill, banner (Reconnect / Continue), Invites · Messages · Views tiles, 7-day row, footer (Configure Limits · Pause / Resume · session line), ⋯ menu (Refresh Session or Reconnect · View Campaigns · Remove Account)
Read the full article → · 10 steps · 2 FAQ
Set how many connection invites (30 at most), messages and profile views each account may make per day, and understand what happens when LinkedIn itself refuses more invitations.
Where Infrastructure → LinkedIn Accounts → an account's card → Configure Limits → dialog "Daily Limits · <name>" (Connection invites, Messages, Profile views) → Save Limits
Read the full article → · 3 steps · 2 FAQ
Basic and Pro include one connected LinkedIn account and Scale includes three; add paid seats to connect more.
Where Infrastructure → LinkedIn Accounts → "N of M seats used" beside Connect LinkedIn Account → Add Seats → dialog "LinkedIn Sender Seats"
Read the full article → · 4 steps
Build one sequence that mixes automated email, manual email, phone calls and LinkedIn touches through a five-step wizard. LinkedIn-only campaigns have their own editor (see Create a LinkedIn campaign).
Where Engage → Multi Channel → Create Campaign; wizard tabs 01 Leads · 02 Sequence · 03 Senders · 04 Schedule · 05 Final Review
Read the full article → · 5 steps · 2 FAQ
Build a LinkedIn-only sequence — profile views, connection requests, messages and conditions — in the LinkedIn campaign editor, fed by a lead list or by an email campaign.
Where Engage → LinkedIn → Create Campaign (or Edit Campaign on a campaign's page) → editor steps 01 Leads · 02 Sequence · 03 Senders · 04 Schedule · 05 Final Review
Read the full article → · 5 steps · 2 FAQ
What each step type in a Multi Channel or LinkedIn sequence does and which settings it has.
Where Multi Channel wizard → 02 Sequence, or the LinkedIn campaign editor → 02 Sequence → palette "Add To The Sequence" and the step panel on the right (step type, wait, per-type fields, Delete Step, Duplicate)
Read the full article → · 8 steps
Insert a Condition to check what a lead has done — stop the sequence for people who already engaged or, on a LinkedIn campaign, let only people who accepted your invite carry on.
Where Multi Channel wizard or LinkedIn campaign editor → 02 Sequence → palette "Condition" (or + between steps) → the Condition panel: "Check whether the lead has…" (LinkedIn editor) or "When the lead has…" (Multi Channel), and Within (days)
Read the full article → · 4 steps
Move leads from an email campaign into a LinkedIn sequence when they open, click, reply or finish the email sequence without replying — pick one trigger or several — so the two never overlap.
Where Engage → LinkedIn → Create Campaign (or Edit Campaign) → 01 Leads → "Where do leads come from?" = Email Campaign → Email Campaign, "Move a lead over when they…", "Also move leads who already qualify"
Read the full article → · 4 steps · 2 FAQ
LinkedIn steps act on the lead's profile URL; see how many leads have one and fill gaps from the MailFleet Lead Database.
Where LinkedIn campaign editor (Engage → LinkedIn → Create Campaign or Edit Campaign) → 01 Leads → the note under the lead list, the callout under the source, and the button "Find LinkedIn URLs For The N Missing". Lead List options show "N leads · N with a LinkedIn URL" and Email Campaign options "… · N with LinkedIn". The Multi Channel wizard does not show the count, the callout or the button.
Read the full article → · 4 steps
What happens when a Connect step runs, how MailFleet sees that the invite was accepted, and how a Message step waits for it.
Where LinkedIn campaign page (Engage → LinkedIn → campaign) → Overview cards Invites Sent and Accepted, the "Couldn't send" strip, the Leads tab (Invite Pending, Connected, Can't Invite) and the Steps tab; Multi Channel campaign page → Overview and Leads
Read the full article → · 5 steps · 1 FAQ
Messages prospects send back on LinkedIn are pulled into Replies and stop their sequences, just like an email reply.
Where Engage → Replies (LinkedIn replies show alongside email replies); LinkedIn campaign page → Overview "Replied" card (opens Replies filtered to that campaign)
Read the full article → · 2 steps
Pause, resume, edit, duplicate or delete a Multi Channel campaign and read its Overview, Leads, Steps and Senders tabs.
Where Engage → Multi Channel → list row (running switch, View, "⋮" → Edit campaign · Duplicate · Delete campaign) → campaign page with Pause / Launch / Resume, Edit campaign and tabs Overview · Leads · Steps · Senders
Read the full article → · 6 steps
Pause, resume or launch a LinkedIn campaign, read its Overview, Leads, Steps and Senders tabs, and remove a single lead from it.
Where Engage → LinkedIn (the LinkedIn Outreach list: run switch, View or Finish Setup, "⋯" → Edit Campaign · Duplicate · Delete Campaign) → campaign page with the run switch or Launch, Edit Campaign and tabs Overview · Leads · Steps · Senders
Read the full article → · 6 steps
Manual Email and Phone Call steps open a task for a person; the Tasks page is where you work through them, snooze, or skip.
Where Engage → Tasks → Refresh, Work the queue, filters All · Overdue · Due today · Later, search "Search leads or campaigns…", table with Open and ✕ (Skip this step); task window with Skip this step · Close · Snooze a day · Send & next / Log call & next
Read the full article → · 5 steps
Review the drafted email, choose or keep the sender, edit if needed, and send from the task window.
Where Engage → Tasks → task window for a "Send email" task → From, Subject, Message (Edit text / Done editing, preview), "Before you send" note → Send & next
Read the full article → · 4 steps
Work a Phone Call step: call from the browser (or your own phone), follow the script, log the outcome and notes.
Where Engage → Tasks → task window for a "Make a call" task → Call <name> / Find number (Apollo), Script — filled with their details, After the call: Outcome, Call notes → Log call & next
Read the full article → · 5 steps
Dial any lead or number from your browser, log the outcome, and review recent calls.
Where Engage → Calls (with calling enabled) → number field, Call, Leads search ("Search leads by name, email or company…"), Enrich Number, Outcome, Notes, Mute / End & Log, Recent Calls → Redial; plan link "N / M connections left · Manage plan"
Read the full article → · 4 steps
Buy or change the calling package that unlocks call steps and the in-app dialer: a monthly quota of answered calls plus phone numbers by country.
Where Engage → Calls (before buying) or Engage → Calls → Manage plan → /calls/plan: "01 Call Connections Per Month" slider, "02 Phone Numbers By Country" steppers, "Buy Calling · $X/mo" / "Update Plan" / "Cancel Calling"
Read the full article → · 4 steps
Look up a lead's personal mobile or direct-dial number from your own Apollo.io account, from a call task or the Calls page.
Where Workspace → Settings → Integrations → "Apollo.io API key"; then Tasks → call task → "Find number (Apollo)" or Calls → lead row → "Enrich Number"
Read the full article → · 3 steps
Every answer from every mailbox and LinkedIn account lands in one inbox — folders, search and filters — so you never open inboxes one by one.
Where Left sidebar → Engage → Replies (the badge on it is your unread count)
Read the full article → · 6 steps · 4 FAQ
Every reply is read and given one of eight tags that says what it means, so you can filter the queue and trigger subsequences without reading each message first.
Where Campaigns → open a campaign → Settings → Auto-tagging tab; on Replies the tag is the label on each conversation and the value under Mark lead as
Read the full article → · 5 steps · 2 FAQ
The moment someone writes back, their sequence stops and their lead status updates — no clean-up needed, and a Not interested reply pulls them out of everything.
Where Automatic — visible on Replies ("Sequence stopped on reply" under the lead's name), on the lead's status in Leads, and in the campaign's Replied/Interested counts
Read the full article → · 4 steps · 2 FAQ
Answer a reply without leaving MailFleet — it goes out from the same address the person wrote to, with your signature, and stays in the conversation. Forward a message to a colleague the same way.
Where Replies → open a conversation → the reply bar at the bottom ("Reply to <name>…"), or the reply and forward arrows on their message → Send Reply / Forward / Attach
Read the full article → · 5 steps · 2 FAQ
Everything you can do from the bar above a lead — call them, set a follow-up, leave a note, push them into another campaign, replace the contact, pause or block — plus Log a Reply for answers that arrived elsewhere.
Where Replies → open a conversation → the bar above the lead: Call Lead · Add Task · Note · Push To Campaign ▾ · More ▾ (incl. Create Deal), and on the right star · Snooze · Archive · Assign To; Mark lead as beside the lead's name; Log a Reply in the header
Read the full article → · 9 steps · 3 FAQ
An out-of-office is never treated as a reply, and when it gives a return date MailFleet waits for that day before sending the next step or making a task due.
Where Automatic — Replies shows "Out of office" with a "Back <date>" chip; the line under the lead's name in Replies, the lead panel in a campaign's Leads tab and Tasks show "Out of office until <date>"
Read the full article → · 4 steps · 2 FAQ
Permanent delivery failures mark the lead Bounced, stop them everywhere and count against the campaign — temporary hiccups don't.
Where Replies → Bounced folder; lead status Bounced in Leads and under a campaign's Leads tab → Bounced filter; the email itself under the campaign's Emails tab → Bounced
Read the full article → · 3 steps · 2 FAQ
A bounce means the address is dead; a block means the email was refused as spam or on policy — the address is fine, so the lead stays in the sequence. Neither email was delivered, and blocked emails are counted apart from bounces.
Where Automatic — a block shows as "Email blocked as spam — not delivered; the next step continues later" on the lead's activity line, as Blocked on the campaign's Emails tab and in the Campaigns list's hover; a bounce shows under Replies → Bounced, as Bounced on the Emails tab and as lead status Bounced
Read the full article → · 3 steps · 3 FAQ
Get a copy of every real reply in the inbox where you actually work — one default address, or a different inbox per mailbox — and answer straight from there.
Where Settings → Reply forwarding → Default address / Dedicated forwarding → Add rule
Read the full article → · 5 steps · 2 FAQ
Replied, Won, Unsubscribed, Blocked and Bounced are set for you as replies and delivery reports arrive — here is what each one means and where to find it.
Where Leads → Status filter and the Suppressed rail item; a campaign's Leads tab → Replied / Bounced / Unsubscribed filters; the line under the lead's name in Replies
Read the full article → · 6 steps · 1 FAQ
Overview is your home screen: emails sent, replies waiting, sender health and a sending-activity chart for any date range, plus what needs you next.
Where Left nav → Overview (the first item, above Notifications)
Read the full article → · 7 steps · 2 FAQ
Reports rolls every campaign up into one funnel, a by-campaign rate table and a 30-day volume-by-sender list, and lets you export the campaign numbers as CSV.
Where Left nav → Insight → Reports. Buttons at the top right: Export CSV and Custom report +
Read the full article → · 5 steps · 2 FAQ
Pick any mix of five metrics, a chart type, a grouping and a date range; the chart previews live, saves as a card on the Reports page and refreshes itself as data comes in.
Where Reports → Custom report + (top right) → the "Custom report" dialog; saved cards appear under "Your reports" at the top of the Reports page
Read the full article → · 9 steps · 3 FAQ
Tracking is decided per campaign under Settings → Delivery; opens use an invisible pixel, clicks rewrite links through the tracking domain, and every recorded open counts, while a click counts only 5 minutes or more after sending, so mail-security scanners don't inflate the clicks.
Where Campaigns → campaign → Settings → Delivery tab ("Tracking & providers"): Plain-text mode, Track opens, Track clicks. Settings → Tracking also shows Open tracking / Click tracking On/Off switches, but they do not change what any campaign sends — only the campaign's Delivery switches do.
Read the full article → · 6 steps · 4 FAQ
Put your open pixel and tracked links on a hostname you own (e.g. trk.yourdomain.com) instead of MailFleet's shared fltrk.com: save the hostname in MailFleet first, then add one CNAME record.
Where Settings → Tracking → Custom tracking domain (placeholder "link.yourdomain.com") → Save settings
Open the shareable setup sheet →
Read the full article → · 6 steps · 4 FAQ
Track every opportunity your campaigns create — value, stage, owner, contacts and next step — on a board you drag from first reply to won or lost.
Where Left nav → Insight → Deals, and the Deals tab on any campaign
Read the full article → · 6 steps · 2 FAQ
Everything in a deal's side panel — it saves as you go.
Where Insight → Deals → click a deal (or a campaign's Deals tab → click a deal)
Read the full article → · 6 steps
Rename, reorder, add or remove the stages on your Deals board and set how likely a deal in each stage is to close.
Where Insight → Deals → Pipeline Stages
Read the full article → · 3 steps
Give your workspace a name (it appears in the notification emails sent to your team) and save a preferred timezone. Note: the timezone here is stored only — sending windows follow each campaign's own timezone (campaign → Settings → Schedule).
Where Settings → Workspace (left rail, first tab). Also reachable from the account menu at the bottom of the sidebar → Account settings.
Read the full article → · 4 steps · 1 FAQ
See who is in your workspace and invite teammates by email so they share your senders, campaigns and leads.
Where Settings → Members
Read the full article → · 5 steps · 2 FAQ
Workspace-wide default values for per-sender daily cap, gaps, sending window and days.
Where Settings → Sending defaults
Read the full article → · 6 steps
Everything that needs a human lands on the Notifications page; choose which kinds are also emailed to the whole team.
Where Settings → Notifications (email preferences) and the Notifications item in the left sidebar (the page and badge).
Read the full article → · 5 steps
Fill in missing LinkedIn profile URLs for leads you already own from the MailFleet Lead Database, within a monthly allowance.
Where Settings → Enrichment (progress and allowance). Start a run from Leads → a list → Find LinkedIn URLs, or from a campaign's Leads tab.
Read the full article → · 3 steps
Turn recording of in-app dialer calls on or off for the whole workspace.
Where Settings → Calls (the tab only appears when calling is enabled for your workspace)
Read the full article → · 3 steps
Connect your own Apollo.io account so MailFleet can find lead phone numbers and fall back to Apollo for LinkedIn profile lookups.
Where Settings → Integrations → Apollo.io API key
Read the full article → · 4 steps
Add MailFleet as a custom connector in Claude to read campaigns, replies and stats, build campaigns, add leads, send replies and manage warmup from a conversation.
Where Settings → Integrations → Connect to Claude
Read the full article → · 5 steps · 1 FAQ
Create keys, then read your data and create campaigns, add leads and reply to leads from your own tools (a two-way REST API).
Where Settings → API & webhooks → API (top of the page). Base URL https://mailfleet.co/api/v1.
Read the full article → · 5 steps
Receive a signed POST at your endpoint the moment something happens to a lead — replies, interest, bounces, unsubscribes, sends, opens and clicks.
Where Settings → API & webhooks → Webhooks (lower half of the page)
Read the full article → · 6 steps
What Trial, Basic, Pro and Scale include, what they cost, and how the 7-day trial works.
Where Billing (left sidebar) → Subscription card; Compare plans opens the public pricing page.
Read the full article → · 4 steps · 2 FAQ
What each allowance covers, when it is used, and which ones refill.
Where Billing → Credits card ("Credits — valid to <date>"), the account menu at the bottom of the sidebar (leads and email credits), and Settings → Enrichment (LinkedIn lookups).
Read the full article → · 3 steps
Change plan, cancel, download invoices and update your card from the Billing page.
Where Billing (left sidebar)
Read the full article → · 5 steps
Buy or manage monthly call connections and phone numbers for the in-app dialer; see what your plan already includes.
Where Billing → Add-ons → Calling (Add / Manage link), or Calls → Manage plan (the Calling plan page). If you have no calling yet, the Calls page shows the calling configurator directly.
Read the full article → · 5 steps
If you buy mailboxes from Zapmail, Zapmail can connect them straight into your MailFleet workspace.
Where Inside Zapmail (its MailFleet integration). The access it creates appears under MailFleet Settings → API & webhooks → Your keys as a key named "Zapmail".
Read the full article → · 4 steps