ZicReachHelp & docs
How every part of ZicReach works and how to set it up.
Getting started
AI Email Marketing
Campaign settingsSchedule, mailboxes, daily volume, tracking and safety options for one campaign.
Sequences and follow-upsThe first email and the follow-ups that go to people who have not replied.
LeadsAdd, edit, remove and organise the people your campaigns send to.
Campaign analyticsOpens, clicks, replies, bounces and A/B results for one campaign.
Writing emailsPersonalize with variables, check for spam words and preview the real email.
CampaignsCreate campaigns, write the content, launch or pause them, and see why one is not sending.
AI WarmupBuild a mailbox's reputation before and while it sends campaigns, and follow every mailbox on one page.
Email accountsConnect the mailboxes your campaigns send from, set their daily limits and move them between workspaces.
Connect a Google mailboxConnect a Gmail or Google Workspace mailbox with Sign in with Google, no password needed.
Use an app password for GmailConnect Gmail or Google Workspace over SMTP and IMAP with a 16-character app password.
Allow ZicReach in Google WorkspaceFor Google Workspace administrators: mark ZicReach as a trusted app so your team can sign in.
Connect a Microsoft mailboxConnect a Microsoft 365 or Outlook.com mailbox with Sign in with Microsoft, no password needed.
Allow ZicReach in Microsoft 365For Microsoft 365 administrators: approve ZicReach once so your team can sign in.
Enable SMTP in Microsoft 365 or GoDaddyTurn on Authenticated SMTP so a Microsoft 365 mailbox can send with its password.
DeliverabilityCheck your domain records and blocklists, and see whether mail reaches the inbox.
Unibox and reply tagsEvery reply from every mailbox in one inbox, tagged Interested, Neutral or Not interested for you.
SalesflowsStep-by-step plans that create tasks, wait and add leads to email campaigns.
CRMYour sales inbox, tasks, pipeline, leads, lists, website visitors and reports.
DigestsScheduled reports with your campaign stats, and alerts when something changed.
AnalyticsSends, opens, replies and deals across all campaigns, with a shareable report image.
RevenueDeals and revenue traced back to the campaigns that started them.
ZicAgent in Email MarketingType what you want in plain words and ZicAgent does it across campaigns, mailboxes, replies and the CRM, asking before it changes anything.
AI Leads Engine
Leads Engine homeYour tables, templates and quick ways to start building a list.
Lead tables and enrichmentYour lead lists as a grid, with columns that enrich, verify and write for you.
QualificationDefine who is worth contacting, so bad-fit leads never reach a campaign.
SegmentsRules that send matching leads to the right campaign on their own.
SignalsBuying signals and account changes, watched for you every hour.
Workflows and automationAutomations and the AI that plans and runs work for you.
Workspace and account
AI contextWhat every AI column and drafted message should already know about your business.
Notifications and alertsChoose which problems reach you, and see what needs your attention.
AI assistantAsk for something and have it done across the app, with your approval.
Exports, Trash and save statesDownload your data, restore deleted tables and roll your setup back.
Your profileChange your name, the email you sign in with and your password.
Workspace settings and sign-inWorkspace name, other workspaces, appearance, and signing in with a password or Google.