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Day 1 with QuantCopy: Setup checklist

Welcome to QuantCopy. We put together this quick guide to help you get started with configuring your product on day 1.

  • Import your prospects, leads, and clients into QuantCopy
  • Connect an email account to send emails with
  • Configure Campaigns
  • Send your first email

Step 1: Import your prospects, leads, and clients into QuantCopy

First, make sure to import your prospect data. We provide a simple way for you to import a list of prospects via CSV.

Step 2: Connect an email account to send emails with

Now its time to connect QuantCopy with an email account, so automated emails can be sent. These emails will look like if somebody manually wrote and sent the email from the email account.

Step 3: Configure Campaigns

Next, you need to configure QuantCopy so that it's set up properly for your team.

  1. Set admin permissions
  2. Set up 2fa and Google Sign-On
  3. Set your notification settings
  4. Enable identity verification to keep your data safe.

Step 4: Send your first email

Finally, you need to start sending QuantCopy data specific to your users.

  1. Send QuantCopy custom user attributes
  2. Start tracking user events