- Connect an Email: You can connect a Gmail account or an Outlook/Microsoft 365 account using a secure OAuth login flow. First Touch will request permission to send emails and read basic email data (for tracking replies). Follow the prompts to grant access.
- Default Sending Account: If you connect multiple email accounts (some reps have more than one, or a team might share a send address), you can choose one as the default for First Touch to use. Usually this would be your primary work email.
- Manage Accounts: You can add additional accounts or remove accounts as needed. For example, if you change jobs or roles, you might remove an old email and connect a new one. Note: If an email account is tied to active flows (sending emails), removing it or losing access might pause those flows or cause them to fail. It’s best to update flows to use a different sender or finish them out before disconnecting an account.
- Send Limits and Scheduling: First Touch enforces daily send limits to protect your email reputation (so you don’t accidentally send hundreds of cold emails in one day and get flagged as spam). These limits are usually configurable at a team level or by policy. Additionally, sending may be spread throughout the day and follow your work schedule (to mimic human sending patterns). You can typically configure days and hours of sending somewhere in settings – for example, only send on weekdays between 8am-6pm.
- Tracking: Once your email is connected, First Touch will automatically track emails sent through the platform and detect replies. This is crucial for features like automated follow-ups and stopping sequences on reply. Rest assured, First Touch will not read the contents of unrelated emails – it monitors threads that it initiated or that are part of sequences, mainly to log replies and bounces.
Settings
Email Integrations
In Email Accounts settings, you connect the email inboxes from which First Touch will send emails on your behalf. Typically, sales reps connect their work email here.