KoldReach Guide
How to Get Started With KoldReach
What you'll accomplish
This guide takes you from a new KoldReach account to a useful first workflow: confirm your profile, connect Gmail when you are ready to send, add a person from LinkedIn, and review the resulting activity. You can explore the app without connecting Gmail; sending and scheduled sequence email require the connection.
Before you begin
- A KoldReach account
- A LinkedIn profile URL for a test contact
- A Gmail account if you plan to send email
Step-by-step instructions
- 1
Open your workspace
Sign in and use the left sidebar to move between Dashboard, People, Companies, Sequences, Applications, Recommendations, Activity, and Settings. Start in Settings to confirm the account email and profile details that will be used in outreach.
- 2
Connect Gmail only when you are ready to send
Open Settings → Gmail connection and select Connect Gmail. Complete Google’s consent flow in the same browser. Return to Settings and confirm the state reads Connected. KoldReach uses this connection for sending and Gmail follow-up activity; never paste a password or OAuth token into a form.
- 3
Add a first person
Open People → Add Person. Paste the person’s LinkedIn URL and select Find Contact. Review the enrichment preview before saving. If the person already exists, open the existing profile instead of creating a duplicate.
- 4
Create a small sequence
Open Sequences → Create sequence. Give the sequence a descriptive name, write one initial email, and save it before adding follow-ups. Keep the first test limited to a contact you are allowed to email.
- 5
Review the record
Return to People and open the person profile. Confirm the company, email confidence, status, sequence enrollment, last-contacted value, and next action. Activity and the sequence Overview tab are the places to verify later sends and replies.
Tips and troubleshooting
Trying to send before Gmail is connected
The People bulk action reports that email sending requires a Gmail connection. Connect Gmail in Settings, then retry.
Using a guessed contact form
The supported add flow begins with a LinkedIn URL and enrichment preview. Use the manual fields only when the product presents them as a fallback.
Completion checklist
- □ Profile reviewed
- □ Gmail shows Connected if sending is needed
- □ A contact was previewed before saving
- □ A test sequence has a clear name and initial email
- □ The person profile and Activity page were checked