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Guides, references, and answers to help you get the most out of ReachHQ.
Creating Your Account
Learn how to register for a ReachHQ account and set up your organization.
Choosing a Plan & Free Trial
Understand the available plans, what's included in the free trial, and how billing works.
Quick Start: Launch Your First Campaign in 10 Minutes
A fast-track guide to launching your first outreach campaign from scratch.
Navigating the Dashboard
Understand the main navigation, sidebar, and dashboard layout.
Explore by Category
Find exactly what you need, organized by topic
Featured Articles
Creating a Campaign
Step-by-step guide to creating a new outreach campaign using the 5-step wizard.
Creating a Cadence
How to create a new outreach cadence using the visual builder.
Connecting a Mailbox
How to connect your email account to send campaigns.
Creating Email Templates
How to create reusable email templates with variables and spintax.
Analytics Overview
How to use the analytics dashboard to track campaign performance.
Roles & Permissions
Detailed breakdown of what each role can do.
Frequently Asked Questions
Quick answers to the most common questions
Can I have multiple organizations?
Is my data shared between organizations?
Can I edit a running campaign?
Can I delete a campaign?
What happens if I delete a contact that's in a running campaign?
Can I have the same contact in multiple groups?
Which authentication method should I use — OAuth or App Password?
Can I connect the same email account twice?
Will I be charged during the free trial?
How do I cancel my subscription?
All Articles
Getting Started
Set up your account and start your first campaign
Creating Your Account
Learn how to register for a ReachHQ account and set up your organization.
Choosing a Plan & Free Trial
Understand the available plans, what's included in the free trial, and how billing works.
Quick Start: Launch Your First Campaign in 10 Minutes
A fast-track guide to launching your first outreach campaign from scratch.
Navigating the Dashboard
Understand the main navigation, sidebar, and dashboard layout.
Tips & Keyboard Shortcuts
Productivity tips and useful shortcuts for power users.
Resetting Your Password
How to reset your password if you've forgotten it.
Campaigns
Create, manage, and optimize your outreach campaigns
Creating a Campaign
Step-by-step guide to creating a new outreach campaign using the 5-step wizard.
Understanding Campaign Statuses
Learn what each campaign status means and how campaigns transition between states.
Pausing, Resuming, and Stopping Campaigns
How to control an active campaign — pause sending, resume, or stop entirely.
Cloning a Campaign
Quickly create a new campaign based on an existing one.
Campaign Settings Explained
Detailed explanation of every campaign setting and what it controls.
Campaign Engagement & Analytics
How to view and interpret campaign engagement metrics.
Understanding Enrollments
How enrollments work, their statuses, and the workflow behind them.
Messages & Events
Understanding message tracking and event types.
Cadences
Build multi-step outreach sequences with the visual builder
Creating a Cadence
How to create a new outreach cadence using the visual builder.
Cadence Statuses & Lifecycle
Understanding cadence statuses and how they affect campaigns.
Cadence Versioning
How cadence versioning works and why it matters for campaign integrity.
Best Practices for Building Cadences
Expert tips for designing effective outreach cadences that get results.
Deleting a Cadence
What happens when you delete a cadence and how it affects campaigns.
Contacts
Manage your contacts, groups, and do-not-email lists
Adding Contacts
How to add contacts individually or in bulk via CSV import.
Contact Statuses
What each contact status means and how it affects outreach.
Managing Contact Groups
How to create and manage contact groups for organized outreach.
Deleting Contacts
What happens when you delete a contact and the impact on active campaigns.
Do Not Email Lists
How to manage Do Not Email lists to prevent sending to specific contacts.
Bulk Operations Guide
How to perform bulk actions on contacts, cadences, templates, and mailboxes.
Mailboxes
Connect and manage your email accounts
Connecting a Mailbox
How to connect your email account to send campaigns.
Mailbox Statuses & Troubleshooting
Understanding mailbox statuses and how to fix connection issues.
Deleting a Mailbox
What happens when you disconnect or delete a mailbox.
Email Deliverability Best Practices
Tips to maximize email deliverability and avoid spam filters.
Templates
Create reusable email and cadence templates
Creating Email Templates
How to create reusable email templates with variables and spintax.
Using the Template Library
Browse and import pre-built templates from the public gallery.
Cadence Templates
Save and reuse cadence flows as templates.
Deleting Templates
What happens when you delete a template and its impact on cadences.
Template Variables Reference
Complete reference of all available template variables.
Spintax: Creating Email Variations
How to use spintax to create unique email variations at scale.
Analytics & Reporting
Track performance, engagement, and goal completions
Unified Inbox
Manage all your email conversations in one place
Tasks
Manage tasks generated from cadence workflows
Team & Permissions
Invite members, assign roles, and manage access
Inviting Team Members
How to invite new members to your organization.
Roles & Permissions
Detailed breakdown of what each role can do.
Transferring Organization Ownership
How to transfer the Owner role to another team member.
Deleting Your Account
What happens when you delete your account and the impact on your organization.
Working with Multiple Organizations
How to manage and switch between multiple organizations.
Billing & Subscription
Plans, pricing, trials, and payment management
Settings & Configuration
Custom variables, integrations, and account settings
Trash & Data Recovery
Recover deleted items and understand permanent deletion
Troubleshooting & FAQ
Common issues, error codes, and frequently asked questions
Rate Limits & API Throttling
Understanding request rate limits and how to handle throttling.
Common Error Codes
Quick reference for understanding API error codes.
General FAQ
Frequently asked questions about using ReachHQ.
Campaign FAQ
Common questions about campaigns and sending.
Contacts & Email FAQ
Common questions about contacts, email delivery, and data management.
Mailbox FAQ
Common questions about connecting and managing email accounts.
Billing FAQ
Common questions about billing, trials, and payments.
Security & Authentication
How ReachHQ handles security, authentication, and data protection.
Can't find what you need?
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