Getting started

How ZicReach is organised

ZicReach has two parts that share one workspace. AI Email Marketing sends your campaigns, collects replies and tracks results. AI Leads Engine finds, imports, enriches and qualifies the people you send to.

Switch between them with the two pills at the top. AI Email Marketing opens first after you sign in. The info icon opens the guide for the page you are on, the bell shows alerts, and your initials open your profile. Exports, Trash, Settings and AI Training sit at the bottom of the menu and belong to the whole workspace.

The Home page

• Home in AI Email Marketing shows what needs you first (for example replies waiting), shortcuts to start a campaign, add email accounts, open Unibox or check deliverability, and your sending over the last 14 days.
• Drafts waiting on you lists campaigns that are written but not launched yet.
• Click Show less to fold the shortcuts away.

Signing in

• Sign in with your email and password, or click Continue with Google.
• Google works for an existing account with the same email address, and can create a new account when sign-up is open.

Step 1: connect a mailbox

1. Open Email accounts and click Connect a mailbox.
2. Pick Google, Microsoft or Any provider.
3. Google and Microsoft: click Sign in with Google or Sign in with Microsoft. Google can also use an app password. Any other provider: enter your name, email address and password, then click Connect and test.

Step 2: start warmup

1. Open AI Warmup (or Email accounts) and click the flame next to the new mailbox to turn warmup on.
2. Leave warmup running for about three weeks before you send campaigns at full volume.
3. Keep warmup on after that too, so the mailbox keeps a good reputation.

Step 3: check your domain

1. Open Deliverability and look at your mailbox on the Domains tab.
2. Fix any red MX, SPF, DKIM or DMARC check with your domain or email provider.
3. Click Re-check all until every check is green.

Step 4: add leads and write the campaign

1. Go to Campaigns and click New campaign, then give it a name.
2. On the Leads tab, upload a CSV, add a lead list or add people one by one.
3. On the Overview tab, write the subject and body of your first email, then click Save content.
4. On the Sequence tab, add one or two follow-ups.
5. On the Settings tab, choose your timezone, sending days, sending window and mailboxes, then click Save settings.

Step 5: launch

1. Look at the readiness card on the Overview tab and fix anything marked must fix.
2. Click Preview the real email and check the result.
3. Click Launch campaign in the Controls card, or turn on the switch at the top of the page.
4. Watch replies arrive in Unibox and results on the Analytics tab.

The setup checklist

Settings, Help & support opens Let's get you sending: the five setup steps with a tick for each one that is done. Click a step to open the page that finishes it.

Tips

• Ask ZicAgent "Help me set up my first campaign, one step at a time" and it walks you through it.
• Start with a small daily limit and let it grow. New mailboxes that send a lot on day one land in spam.
• Run your email through Spam check in the editor before you launch.