Skip to content
Gallery
Project Lily Documentation
Homepage
Getting Started
Inbox Setup
Admin Panel Management
FAQs
inWork
More
Share
Explore
Homepage

icon picker
Step By Step Guide to Inbox Setup [Lily]

Our step-by-step guide will walk you through the process of harnessing the power of personalized outreach emails to reach potential clients and partners in a targeted and efficient manner.

STEP 1: Integrations and Credential Collection

Access the Admin panel and navigate to the integration section.
Follow the instructions to integrate Lily with Google and/or Microsoft services.
Collect the required credentials for successful integration.
info

⁠
Discovering Cloudflare Global API Key:
⁠
​
Lily - Microsoft Integration
⁠
​
Lily - Google Integration
⁠
⁠

STEP 2: Nameservers Update

If your domains are not hosted on Cloudflare, update the nameservers of your domains to point to Cloudflare's nameservers.

STEP 3: Adding Domains to Cloudflare (if necessary)

Scenario 1: If your domains are already on Cloudflare, add the IDs to the database.
Scenario 2: If your domains are not already on Cloudflare and are bought from GoDaddy, Google Domains, etc., follow the instructions to add domains to Cloudflare.
info

⁠
Add Domains Cloudflare
⁠
⁠

STEP 4: Account Setup

Configure domain settings by navigating to the Domain Setup section.
Create user accounts with appropriate permissions.
info

Microsoft Inbox Setup ​
Adding a Domain to Microsoft
⁠
​
Creating Users on Microsoft
⁠
​
Assign Licenses Microsoft
⁠
​
SMTP Authentication
⁠
⁠

info

Google Inbox Setup ​
Adding Domain
⁠
​
Creating User
⁠
⁠


STEP 5: Adding DKIM Record

In the Domain Setup section, find instructions on
Adding Records to Cloudflare
⁠
⁠
Add the DKIM record for your respective domains.
Return to the workspace panel and authenticate the DKIM record.
info

Microsoft ​
Adding Outlook DKIM Key
⁠
​
Outlook DKIM key Generation and Authentication
⁠
⁠

info

Google ​
Adding Google DKIM Key
⁠
⁠

STEP 6: Adding Custom Tracking, DMARC, and "A" Record

Add custom tracking, DMARC records, and "A" records to your domains. Detailed instructions can be found in the respective sections.
info

⁠
Adding DMARC Policy
⁠
​
Adding a Custom Tracking Record
⁠
​
Adding "A" Record
⁠
⁠

STEP 7: Setting Up Domain Forwarding

Forward your cold traffic to your primary website.
info

⁠
Domain Forwarding
⁠
⁠

STEP 8: Sequencer Upload

Upload smart leads to the system.
Configure the daily sending limit and custom tracking record.
Enable warmup procedures as needed.

Troubleshooting

If you encounter any issues during the setup process or while using the Lily Sales SaaS Tool, refer to the troubleshooting section in this documentation. Common problems and solutions are outlined to assist you in resolving issues promptly.

Contact Support

If you require further assistance or encounter issues that are not covered in this documentation, please don't hesitate to contact our support team at - mjay@saasautomation.io

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.