Welcome to ReachOut!

ReachOut streamlines the process of sourcing candidates.

Using our Chrome Extension and web portal, you can quickly and easily create new projects, populate projects with prospective candidates, define multi-stage email sequences and run campaigns.

In what follows we walk through the steps needed to get started.

1. Install the Chrome Extension

Click here to go to the Chrome Web Store and install the ReachOut Chrome Extension.  If you were already logged in to the ReachOut portal, you should be logged into the extension.  Log into LinkedIn and open a profile page.  Here is an example page:  Bill Gates on LinkedIn.

In the upper-right of your browser window, you should see something like this:

That window with the green background is the ReachOut Extension.  There you can see a few things, such as the fact that you are logged in (here as "Luke Trapender") and that you are viewing the "Bill Gates" profile with other additional information.

2. Create a Project and add a Candidate

From here you can create a new project simply by clicking the Plus "+" button at the top under "ACTIONS".  Click that, enter a new project name (let's say, "Managers") and click "CREATE".

Now you can add Bill to your project by clicking "ADD CANDIDATE".  The extension should look something like this:

Note that you see under "ACTIVITY" that Bill was added to the "Managers" project by Luke Trapender on May 17.

3. Create a Multi-Stage Email Sequence

We need to define the emails that will be sent to prospective candidates.

Back at the portal, click on the Plus "+" sign next to Email Sequences.  This will open a dialog for creating a new email sequence.  Let's call it "Managers One".  For "Type of Sequence", choose "Fixed" (more on this later!)  You should have a page that looks like this:

You can now create your first stage.  This is the first email that will get sent to your prospective candidates.  Click on "NEW STAGE".

Go ahead and enter a Subject and a message in the body.  You can use the variable "{{ candidate_first_name }}" to automatically fill in the candidate's first name.  You should have something like this:

The "Delay" refers to the number of days we'll wait to send this message after the last one.  The default "Delay" for the first stage is "0", meaning there is no delay and the the message is sent immediately.  If you'd like the message to go out tomorrow, set the "Delays" to "1".  Two days from now?  Set the "Delays" to "2"

After you click "SUBMIT", you can create additional stages.  Typically three or four stages work best.

4. Authenticate Your Email Account

We are going to use your email account to send messages to candidates.  To make this happen, we need you to provide authorization.  How this is done depends on your email provider.

Go ahead and click on the "Email Account" menu item on the left.  Enter your name and email address (typically this will be the email address you registered with in ReachOut.)

If you're using a Microsoft or Office email, you should be prompted to authorize through the Office 365 flow.

If you're on Google Gmail or Google Workspaces, you will need to create what is called a "Google App Password".  See this knowledge base article for help with this.

5. Create Your First Campaign

OK, you're ready to kick off your first campaign!

From the left menu in the portal, click "Projects-> Managers".  You're now in the "Managers" project page.

To create a new campaign, click "NEW CAMPAIGN" in the upper right.

Choose the sequence you want to use (created above in stage 3), and the candidates you want to include.

That's it.  Click "Done" and the campaign gets started.