Welcome to Overloop AI! With your account created and your first campaign ready, you’re only a few quick steps away from launching your outbound engine.
Here’s a step-by-step checklist of what’s left, with links to guides if you need more detail:
✅ 1. Connecting Your Email and LinkedIn Accounts
This is the most important step — your campaigns won’t send until an email account is connected. Overloop uses your own inbox to send messages, so replies go straight to you.
Where: Settings > Email accounts
✅ 2. Set Up Your Email Signature
Your email signature will be automatically added to every message you send with Overloop AI.
Where: Settings > Email accounts > Default signature
✅ 3. Set Up a Tracking Domain
Improve your deliverability by making your tracking links appear as if they come from your own domain. This also unlocks email open and click tracking.
Where: Settings > Deliverability
Link: Configure Your CNAME
✅ 4. Track Prospects on Your Website
Add a small script to your site to track visits from your outbound prospects. Use these insights to trigger personalized follow-ups.
Where: Settings > Tracking
Link: Page Visit Tracking
💡 Pro tip:
Setting up your tracking domain is one of the four key elements to improve email deliverability. If you want to go further, check out our full guide to setting up SPF, DKIM, and DMARC as well:
Link: Email Deliverability
✅ 4. Track Prospects on Your Website
Add a small script to your site to track visits from your outbound prospects. Use these insights to trigger personalized follow-ups.
Where: Settings > Tracking
Link: Page Visit Tracking
✅ 5. Invite Your Teammates
Overloop works even better with collaboration. Invite colleagues to share campaigns, manage prospect lists, and review performance together.
Where: Settings > Team members