Articles on: Get Started

A Get Started Guide for Outplay Admins

Everything you need to know as an Admin on Outplay

If you’re new to Outplay, we’ve got you covered. 

As an Admin on Outplay, these are the most essential steps you need to perform and complete to get started. By doing so, you can enable your teams and users to enhance their sales process and book more meetings with prospects seamlessly. 

Step 1: Connect your Mailbox

The first step to getting started with Outplay is by connecting your mailbox. 

By doing so, you can send and receive prospect emails directly on Outplay. Moreover, you can send emails via sequences as part of your outreach strategy and experience a heap of other unique features. 

Here’s a detailed guide on how to connect different types of mailboxes to Outplay. 

Have more than one mailbox? Check out how to connect multiple mailboxes to Outplay. 

Step 2: Connect your CRM to Outplay

Connecting your CRM to Outplay is one of the easiest ways to add prospects and get started. Now, you can avoid shuffling between platforms by syncing Outplay with your CRM for outbound and inbound; ensuring that all prospect activities and engagements are recorded in one place - Outplay. 

Select the CRM of your choice and learn more about connecting it to Outplay:

Microsoft Dynamics CRM
Zoho CRM

Here’s a detailed guide on the different ways you can add prospects to Outplay. 

Step 3: Invite your team members to Outplay

You can add team members to Outplay by sending an email invite to their email addresses. When a team member signs up, they are automatically added to the same subscription as yours. 

Here’s how you can invite your team members to Outplay without any hassle. 

Step 4: Set up your Custom Domain

On Outplay, you can track email clicks and website visits easily. This gives you foresight into what your prospect is truly looking for. 

However, when you track email link clicks, a tracking domain which is different from your sender domain (your email) is used. When your tracking domain and sender domain do not match, it’s likely that your emails may be reported as spam. 

By creating a custom domain, you can prevent yourself from being listed as spam. Take a look at how to create a custom domain on Outplay and learn how. 

Step 5: Enable the Outplay Dialer

You can directly call your prospect through the dynamic Outplay Dialer.

But first, you have to add dialer credits and configure your Outplay Dialer settings

Step 6: Configure Chat and Website Tracking

When a cold prospect visits your website, a regular chat widget asks a few qualifying questions to funnel them into the sales pipeline. 

But what happens when a warm prospect, to whom you’ve already been talking, lands on your website through your email? Repeat the same, cold, qualifying questions all over again? Not with Outplay around!

With Outplay, your warm prospects will see the Outplay chat widget inviting them to chat with you, live. 

You can continue the conversation you've been having seamlessly, so your prospect really feels like they're dealing with a person, and not an automated bot. 

Additionally, you can track your prospects on your website. Learn what interests them, how many times they’ve visited your site, and how long they’ve stayed on a page. 

Here’s a complete guide on how to configure chat and website settings. 

Step 7: Configure your Org Settings

As an Admin, you can configure safety settings for users and teams on Outplay. You can set the number of emails that can be sent by a user and the number of emails sent to a domain. Moreover, you can prioritize sequences, enable features like call waiting, call recording, and much more. 

Take a look at our detailed guide on how to configure your Org Settings on Outplay. 

Updated on: 23/05/2024

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