Leadsnavi Quick Start Guide

Leadsnavi Quick Start Guide

⭐ Welcome to Leadsnavi

IdeaLeadsnavi is an AI-powered cold email marketing platform designed to help businesses improve marketing efficiency, scale outreach campaigns, and boost email deliverability.

With just five simple steps, you can start sending your email marketing campaigns through Leadsnavi:

Step 1: Fill in Your Profile and Product Information

Purpose:

To help AI better understand your business and products, enabling it to generate more compelling and personalized marketing emails. Will in your basic profile information (such as name, company, and position).

NotesRead this article to learn more about filling in your profile----> How to fill in your profile in LeadsNavi

Instructions:

  • Log in to Leadsnavi and go to the Onboarding page.
  • Fill in your basic profile information (such as name, company, and position).
  • Enter your product information (such as product name and description).
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The more complete and accurate your product description is, the more targeted and persuasive the AI-generated emails will be.

Step 2: Connect Your Email Account

Purpose:

To set up your sender email address so that you can send marketing emails directly through Leadsnavi.
Notes
Read this article to learn more about connect your email account ----> How to add a new account in LeadsNavi

Instructions:

  • In the Onboarding page, select Connect Email.
  • Enter your email address used for sending.
  • Enter your password.
    • If you’re using Gmail or a corporate email, follow the instructions to generate and enter an App Password.
  • Click Connect to complete email verification and integration.

Step 3: Import Contacts

Purpose:

To upload your target customer data and build your contact list for email marketing. Upload File: Upload a CSV file containing customer information.

Notes
Read this article to learn more about importing contacts ---->   How to manage contacts in LeadsNavi

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IdeaSupported Import Methods:
  • Manual Entry: Enter customer details (name, email, etc.) directly.
  • Upload File: Upload a CSV file containing customer information.
  • Google Sheet: Connect your Google Sheet to automatically sync contacts.
  • Instructions:
    • In the Onboarding page, upload or input your contact information.
    • Assign Tags to your contacts for easier classification and filtering.
    • After importing, the system will automatically begin the Parsing process.
    • Once parsing is complete, go to the Task page and click Approve.
    • Approved contacts will then appear on your main dashboard and be available for campaign creation.

Step 4: Enrich Contact Information

Purpose:

To automatically enhance contact profiles with background information for smarter, more personalized marketing. LinkedIn / company website link or experience, and more

NotesRead this article to learn more about Enriching contacts ----> Enrich contacts in LeadsNavi  

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How It Works:

Leadsnavi leverages large language models (LLMs) and multiple data sources, including verified LinkedIn information, to enrich contact profiles with:

  • Company name and industry
  • LinkedIn / company website link
  • Personal bio
  • Work experience, and more

Instructions:

  • After data import, the system will automatically fetch and update background information.
  • Once enrichment is complete, you can view the updated data in the contact details section. The enrichment process may take some time — please be patient.
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Tips:
  • Providing at least the contact’s email address helps improve enrichment accuracy.
  • The enrichment process may take some time — please be patient.
  • Richer contact data allows AI to craft emails that better match customer profiles, increasing response and conversion rates.

Step 5: AI Write – Intelligent Email Generation and Sending

Purpose:

To automatically generate and send high-quality, personalized marketing emails at scale. Boosts email deliverability, open rate, and reply rate.

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IdeaFeature Highlights:
  • AI automatically writes customized cold emails based on your product and customer profiles.
  • Boosts email deliverability, open rate, and reply rate.
  • Send campaigns to specific target groups with one click.
  • Click AI Write to enter the intelligent email creation interface.
  • Select the contacts you want to target.
  • Leadsnavi’s AI will generate email drafts based on your Profile and Contact information.


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The more detailed your profile and contact information are, the better the AI-generated emails will perform.

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