The Send an email step sends an email from the account owner's own Gmail or Outlook mailbox, as them. Each LinkedIn account has its own mailbox connection.
Connect a mailbox
Only an owner or an admin can connect a mailbox.
- Open Accounts.
- On the account's card, under Mailbox for email steps, press Connect a mailbox.
- Fill in Postal address at the end of every email. No email goes out until this is filled in.
- Press Connect Gmail or Connect Outlook.
- Sign in on Google's or Microsoft's own page and allow what it asks for.
You come back to the Accounts page, and the card shows the mailbox and its address. Manage on the card opens the same window again, to change the postal address, connect another mailbox or disconnect this one.
Gmail and Outlook are not the same
- Outlook sends email and shows replies in the Inbox.
- Gmail may be connected for sending only. Replies then arrive in Gmail as usual and are not shown in the Inbox, and a reply does not stop the workflow. The mailbox window says which applies before you connect, and the card then reads Sends only: replies stay in that mailbox.
With a sends-only mailbox, check the mailbox yourself, and remove anyone who answers from the workflow on the Active page.
Add the step
- Open the workflow in the workflow builder and add Send an email.
- Type a Subject. An email step needs one.
- Type the message. It can use the fields
{first},{name},{company},{headline},{calendar}and{my_name}, which are filled in for each person. - Save the workflow.
An unsubscribe link and your postal address are added to the end of every email automatically. See The unsubscribe link and postal address.
Who gets the email
The step needs an email address for the person. Addresses come from a list you import, from what you type in on the People page, or from the contact details a connection shows on LinkedIn. NurtureLead looks at those contact details once, when an email step is due, and that counts as one profile view.
- No address, and none to be found: the step is skipped and the person moves on.
- The person unsubscribed: the step is skipped.
- No mailbox connected, or the mailbox lost its connection: the person waits on the step until a mailbox is connected.
The daily limit
Emails have their own daily limit on the Limits and settings page: up to 50 a day on Starter and up to 200 a day on Pro, Team and Enterprise. Sending an email does not count as a profile view.
Replies by email
With a mailbox that can read replies, an answer to your email stops the person's workflow and shows in the Inbox with the tag Email. The AI drafts the answer, and it goes back by email in the same conversation.
If the mailbox stops working
If the card says No longer connected: connect it again, access was withdrawn or has expired. Press Manage and connect the mailbox again.