{"id":31922,"date":"2024-12-24T19:05:58","date_gmt":"2024-12-24T16:05:58","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=31922"},"modified":"2026-01-08T18:52:04","modified_gmt":"2026-01-08T15:52:04","slug":"playbook-for-agencies","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/playbook-for-agencies\/","title":{"rendered":"Snov.io Playbook for Agencies"},"content":{"rendered":"
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This playbook answers the most important questions you might have before you start working with Snov.io. It also describes the most important parts of our platform to help you set up your account.<\/p>\n<\/div>\n<\/div>\n

Our goal is to help you <\/span>deliver results to your clients, increase your own client base and grow your revenue. <\/span>Here's how you can leverage Snov.io\u2019s tools to achieve that:<\/span><\/p>\n

Is Snov.io right for your agency?<\/a><\/p>\n

Part I: <\/b>How to add unlimited client accounts<\/a><\/p>\n

Part II: <\/b>How to improve deliverability and send bulk campaigns safely<\/a><\/p>\n

Part III: <\/b>How to upload and find leads<\/a><\/p>\n

Part<\/b> IV: <\/b>How to create personalized email and LinkedIn automations<\/a><\/p>\n

Part V:<\/strong> How to assign interest levels based on prospects' replies<\/a><\/p>\n

Part<\/b> VI: <\/b>How to monitor statistics and export reports<\/a><\/p>\n

Part<\/b> VII: <\/b>How to integrate with other apps and create automations<\/a><\/p>\n

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Is Snov.io right for your agency?<\/strong><\/p>\n<\/div>\n<\/div>\n

First, let us address a key question that might be on your mind. Is Snov.io the right choice for your agency? <\/span>To answer that, here\u2019s what you get using Snov.io:<\/span><\/p>\n

Flat rates with unlimited key quotas<\/b><\/p>\n

Growing your agency and revenue requires scalability. We offer <\/span>flat rates and unlimited seats so you can scale easily. You also have no limit in crucial quotas such as email accounts, storage, and campaigns. This means you can manage more clients without any extra costs.<\/span><\/p>\n

Upload your own leads or collect lists with our tools<\/b><\/p>\n

Along with the importing option, Snov.io offers versatile lead generation tools that cover almost any method for finding leads. Plus, we automatically verify any leads you save, so you don't need to purchase extra tools for verification.<\/span><\/p>\n

Bulk campaigns made safe<\/b><\/p>\n

You get a built-in deliverability package, also including a built- in warm-up tool, that prepares accounts for outreach and detects any potential issues, allowing you to fix them before they impact your campaigns.<\/span><\/p>\n

Multichannel (email+LinkedIn) outreach automation<\/b><\/p>\n

Launch automated sequences of LinkedIn actions in combination with emails for a broader reach and more replies.<\/p>\n

Personalized sequences at scale<\/strong><\/p>\n

You\u2019ll have several options at your disposal to send more targeted and personalized sequences in bulk \u2013 from adding text placeholders and dynamic content to sending emails based on lead\u2019s details and actions.<\/span><\/p>\n

Wide range of integrations with other software<\/b><\/p>\n

You can integrate with popular CRMs like Pipedrive and HubSpot or create your own automations using Snov.io API and no-code integration platforms like Zapier and Make.<\/span><\/p>\n

Unlimited support and implementation services<\/b><\/p>\n

We care about your growth\u2014from the moment you sign up and for as long as you are our customer, you receive constant guidance from our Success Managers. We'll help you with account setup, implementation of Snov.io tools, and share insights on using them more efficiently.<\/span><\/p>\n

On top of that, our Support team will always be at your service to answer any questions or help with troubleshooting.<\/span><\/p>\n

Part I: How to add unlimited client accounts<\/strong><\/h2>\n

In the first part, we\u2019ll show you how to set up a framework for managing client accounts in Snov.io.<\/span><\/p>\n

1.1 Add clients to your account<\/strong><\/h3>\n

Each client will need their own Snov.io account that will then be added to the admin\u2019s team. You can also add existing Snov.io accounts to your team, if your client has one.<\/span><\/p>\n

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Admin account: The account you used to purchase the Snov.io plan will serve as the admin (aka team leader's) account. This account will manage the subscription and create a client dashboard.<\/p>\n<\/div>\n<\/div>\n

Client accounts are set up as team members under the admin's team. To add an account to your team, go to <\/span>My Team<\/a><\/strong> page.<\/p>\n

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We offer unlimited free team seats so you can add as many client accounts as needed at any point, regardless of your plan size.<\/p>\n<\/div>\n<\/div>\n

On the My Team<\/a> page, the admin can see an overview of all client accounts under their management.<\/p>\n

The accounts you add to the team will use the quotas (credits, recipients, warm-up slots, LinkedIn account slots) allocated to the admin's paid account. Each team member (client account) will also have access to the same features as the admin, with their own lead storage, campaigns, and reports.<\/p>\n

As an admin, you can view all records and activities within client accounts, including lead lists, campaigns, and credit\/recipient expenditures for each team member account.<\/p>\n

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Your agency's team members can access client accounts using the login details and manage them with full control. Note that your clients will not have remote access to the Snov.io accounts you manage.<\/p>\n<\/div>\n<\/div>\n

Read more on how Team account works.<\/span><\/a><\/p>\n

1.2 Connect unlimited email accounts<\/strong><\/h3>\n

To use deliverability tools and send automated campaigns, you\u2019ll need to connect your client\u2019s email accounts. Open the <\/span>Email Accounts<\/a><\/strong> page to add and manage the senders. <\/span>We support connection through SMTP with all the popular providers (and any custom host) as well as direct connection with Gmail and Microsoft.<\/span><\/p>\n

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Each team member (client) will have an unlimited number of email account slots. This comes with no extra charges per slot, unlike many competitors who charge per added email address.<\/p>\n<\/div>\n<\/div>\n

To speed up the setup process, you can add email accounts in bulk using the Import from CSV<\/strong> option. You'll need to upload a CSV file with SMTP\/IMAP settings, and Snov.io will automatically configure the email senders based on data in your file. You can add up to 100 email accounts in a single import. Read more about CSV requirements.<\/a><\/p>\n

Each email account has optional settings that you can configure, including adding a custom \"From\" name and signature, setting daily sending limits, and adding custom tracking domains.<\/span><\/p>\n

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1.3 Connect LinkedIn accounts (for LinkedIn Automation)<\/strong><\/h3>\n

Snov.io's toolset includes a LinkedIn Automation add-on<\/strong> to help you run LinkedIn campaigns for your clients or incorporate automated LinkedIn touches as an additional outreach channel.<\/p>\n

LinkedIn accounts are charged per slot on a monthly basis (30-day rolling period with prorated charges). Each LinkedIn slot can store one LinkedIn account.<\/p>\n

Go to the LinkedIn Accounts<\/a> page to get LinkedIn slots and connect accounts.<\/p>\n

You can get LinkedIn slots under the Team admin account and distribute them across client (member) accounts. Learn how to assign LinkedIn slots to team member accounts.<\/a><\/p>\n

Connecting an account requires real login details and confirmation via two-factor authentication. You may need to request these details from your client.<\/p>\n

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We use location-based proxies with dedicated IP addresses to ensure account safety while using automation. We also set safe daily limits for actions based on the LinkedIn account's SSI score.<\/p>\n<\/div>\n<\/div>\n

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1.4 Add No-send lists<\/strong><\/h3>\n

When managing campaigns for your clients, it's crucial to ensure that your emails reach only the intended recipients. To address this concern, there\u2019s the Do-not-send lists<\/strong><\/span>\u00a0feature in Snov.io. This option allows you to upload lists of email contacts\/domains that should be blocked from receiving campaigns.<\/span><\/p>\n

To add no-send lists, go to the Do-not-send Lists<\/a><\/strong> page in the account settings.<\/p>\n

No-send lists are shared across all client (team) accounts. This means that lists added in the admin (team leader's) account are applied to all member accounts, while lists added to specific client accounts are only applied to campaigns within those accounts.<\/p>\n

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The capacity for no-send lists is scalable \u2013 your Team account supports up to 200 no-send lists, each up to 10 MB in size. If this isn\u2019t enough for your needs, just let us know, and we can look into increasing it for you.<\/p>\n<\/div>\n<\/div>\n

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You can also use the API endpoint to create automation that adds contacts to a no-send list. Refer to our API documentation<\/a> for more information.<\/p>\n<\/div>\n<\/div>\n

Part II: How to improve deliverability and send bulk campaigns safely<\/strong><\/h2>\n

Your Snov.io toolkit comes with a set of features that help make your bulk campaigns safe and provide greater control over their deliverability.<\/span><\/p>\n

Before launching campaigns, you can warm up accounts and run several useful tests to troubleshoot potential issues before they have any impact on the campaign results. <\/span><\/p>\n

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You won\u2019t have to use any additional software for this purpose \u2013 deliverability package is built into your Snov.io account.<\/p>\n<\/div>\n<\/div>\n

2.1 Add custom tracking domain<\/strong><\/h3>\n

A custom domain for tracking opens and clicks replaces a default shared domain.<\/span><\/p>\n

This is an important step to guarantee a positive effect for deliverability; In Snov.io, you can attach a custom tracking domain to every sender account.<\/span><\/p>\n

Learn how to add a CTD to email accounts.<\/span><\/a><\/p>\n

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2.2 Warm up email accounts<\/strong><\/h3>\n

Snov.io's Email Warm-up<\/strong><\/span><\/a> is compatible with any email service provider or SMTP host.<\/span><\/p>\n

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It effectively handles these common scenarios:<\/span><\/b><\/p>\n

Preparing new accounts<\/b><\/p>\n

Warm-up helps build a reliable sender reputation for new accounts and prepare them to handle larger campaigns safely. You can set a daily goal for a warm-up based on your expected email volume. It\u2019s recommended to warm up new accounts for at least 4 weeks.<\/span><\/b><\/p>\n

Recovering deliverability of old accounts<\/b><\/p>\n

If you\u2019ll use existing accounts with a compromised reputation, our warm-up feature helps restore their credibility and prevent future issues. Snov.io can improve deliverability of such accounts after just 2 weeks.<\/span><\/b><\/p>\n

Upkeeping the deliverability during campaigns<\/b><\/b><\/p>\n

It's no mystery that even a perfect campaign can sometimes end up in spam, which negatively affects the account's reputation. Email warm-up can compensate for unexpected deliverability issues and keep your sender reputation high.<\/span><\/p>\n

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Note about simultaneous Warm-up and Campaigns:<\/p>\n

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We don\u2019t recommend launching campaigns during the initial warm-up period of new accounts. Starting large campaigns too early can reduce the effectiveness of the warm-up. After 4 weeks, you can start sending campaigns while warming up your account at the same time.<\/span><\/p>\n

Emails sent during the warm-up do not count to the email account\u2019s daily limit in Snov.io, but are included in the total allowed by the ESP. Plan the volume of both your ongoing warm-up emails and active campaigns to avoid exceeding provider limits.<\/span><\/p>\n<\/div>\n<\/div>\n

Learn more:<\/span> How to use email warm-up: tips and advice.<\/a><\/p>\n

2.3 Perform Deliverability checks<\/strong><\/h3>\n

A built-in <\/span>Deliverability package<\/a><\/strong> includes a few useful tests. These tests help check the factors that matter most for the deliverability of your campaigns.<\/span><\/p>\n

\nhttps:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2024\/06\/Snov.io-1.mp4<\/a><\/video><\/div>\n

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Domain health check<\/b><\/p>\n

Verifies DNS records of the sender domain, which are crucial for email authentication and sender security.<\/span><\/p>\n

Email placement test<\/b><\/p>\n

Tests how effectively your emails pass spam filters and reach inboxes across various email clients.<\/span><\/p>\n

If your emails are landing in spam, Snov.io will help you identify the reasons why (which will be listed in the test results). This is especially useful when testing the real email template.<\/span><\/p>\n

Email content test<\/b><\/p>\n

It includes a spam words check, which scans the email for over 500 common spam trigger words. It also checks that all URLs in the email work properly and ensures attachments are within the recommended file size.<\/span><\/p>\n

SpamAssassin test<\/b><\/p>\n

This test checks your email for compliance with spam filters and gives it a score.<\/span><\/p>\n

Blacklist check<\/b><\/p>\n

This test checks the sender\u2019s domain and IP addresses to ensure they are not blacklisted. If any blacklists are found, we will show them in the test results so you can request removal.<\/span><\/p>\n

2.4 Control bounce rate to protect sender reputation<\/strong><\/h3>\n

Running and monitoring campaigns for multiple clients takes a lot of attention. To help you handle the responsibility, we\u2019ve added a high bounce rate protection feature.<\/span><\/p>\n

Campaigns that exceed a <\/span>15% bounce rate threshold<\/strong> will be automatically paused, and you will be notified. This gives you more control over campaign performance and prevents damage to the sender domain's reputation.<\/span><\/p>\n

Part III: How to upload and find leads<\/strong><\/h2>\n

The <\/span>Leads<\/a><\/strong> page in your account is the workspace where you will be storing and managing lead lists. Here you can also import prospects, verify emails and clean lists, filter and export leads.<\/span><\/p>\n

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We offer unlimited data storage in every client (team) account \u2013 you can upload and create as many lists as required.<\/p>\n<\/div>\n<\/div>\n

3.1 Upload unlimited lead lists<\/strong><\/h3>\n

You can upload leads collected from other sources or provided by your clients. The Import option supports .csv or .xls files with up to 100,000 rows<\/strong> of data per file.<\/span><\/p>\n

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In Snov.io campaigns, you can use your lead data to personalize emails in bulk automatically. This is done by uploading lead details into custom data fields and inserting the corresponding variables into the email content.<\/p>\n

To add personalization data to your leads, open the import file and add a new column for personalized details.<\/p>\n

Create custom data fields and upload lead details by mapping fields from the import file to the prospect fields in your Snov.io account.<\/p>\n

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You can create up to 30 custom prospect fields<\/strong>. <\/span>For each custom field, we will generate variables (placeholders) that can be directly inserted into email content for bulk personalization.<\/p>\n<\/div>\n<\/div>\n

https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2024\/06\/Snov.io-2-1.mp4<\/a><\/video><\/div>\n

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3.2 Find pre-verified leads<\/strong><\/h3>\n

Snov.io offers various lead generation options, giving you flexibility in how you collect your leads. You\u2019ll find every option available on the <\/span>Finder Tools<\/a><\/strong> page.<\/span><\/p>\n

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We automatically verify email contacts and enrich them with additional prospect data, so they are ready for use in personalized campaigns right away.<\/p>\n<\/div>\n<\/div>\n

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Finder tool<\/b><\/td>\nUse case<\/b><\/td>\nA resource to get started<\/b><\/td>\n<\/tr>\n
Database Search<\/span><\/td>\nFind verified leads based on ICP characteristics in our built-in database.<\/span><\/td>\nYou can apply filters and find leads that match your client\u2019s ICP.<\/span><\/p>\n

Lead\/company filters include:<\/b> Location, Job Title, Skills, Company Industry, Size, Niche (Specialty), Revenue.<\/span><\/p>\n

Start Database search \u2192<\/span><\/a><\/td>\n<\/tr>\n

LI Prospect Finder extension<\/span><\/td>\nFind leads from LinkedIn and Sales Navigator.<\/span><\/td>\nThe extension for Chrome saves leads in bulk from various LinkedIn pages and search results (+ Sales Navigator support).<\/span><\/p>\n

Install the LIPF\u00a0 extension \u2192<\/span>
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How to save leads from Sales Navigator \u2192<\/span><\/a><\/td>\n<\/tr>\n

Domain Search (Single\/Bulk)<\/span><\/td>\nFind email contacts from company domains.<\/span><\/td>\nSave email contacts of leads working at a specific company or upload a list of domains for a bulk search.<\/span><\/p>\n

Search for leads on a domain \u2192<\/span><\/a><\/td>\n<\/tr>\n

Email Search (Single\/Bulk)<\/span><\/td>\nFind lead\u2019s email contact from their name and company domain.<\/span><\/td>\nGo to Email Search \u2192<\/span><\/a><\/td>\n<\/tr>\n
Social URL Search<\/span><\/td>\nFind email contacts from a list of links to LinkedIn profiles.<\/span><\/td>\nGo to Social Search \u2192<\/span><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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3.3 Create, find and verify leads through automations<\/strong><\/h3>\n

We've integrated with tools like <\/span>Zapier<\/span><\/a> and <\/span>Make<\/span><\/a> to make it possible to automate your lead generation tasks in Snov.io.<\/span><\/p>\n

Key automation scenarios include:<\/span><\/p>\n