From the Uptics Home Onboarding Screen, which can be accessed by clicking on the Uptics Logo in the upper left-hand corner of the screen, you can easily begin to complete your onboarding steps to get things up and running.

The first step is to add your email address, set up an email signature, and configure your email validation settings.

To do so, click on Step 1 in the Onboarding Checklist and complete the 3 steps inside it, filling in the required details one by one as shown below:

Connecting your Email Address

Begin by clicking on 'Connect your Email Address, Calendar, and Contacts,' select the 'Email Client' type, enter in the required information, and follow the on-screen prompts.

Once you have completed the above steps, your email address will now been connected and you will be re-directed back to the Uptics Home Onboarding page.

You may click on Step 1 and you will see a green checkmark on the 1st sub-step indicating the successful connection of email as shown in the screenshot below. You will also be notified about the same in the top right corner of the screen.

If at any point you would like to add another email address or make any changes, you may do so under your Email Settings.

Create your Email Signature

The email signature has different formatting options like Bold, Italic, Underline, Text color, Bullet list, Alignment, Emoticons, Insert/edit link, Indent, Font style/size, Blocks, Line height, and Upload image file.

Add your details and click 'Save'.

Upon saving, your email signature will be successfully added as indicated by the green checkmark in the screenshot below.

If at any point you would like to add edit your email signature, you may do so under your Email Settings. Please note, if you have more than one email address connected, currently the same email signature will be used for all connected email addresses under your respective user account.

Configure your Email Validation Settings

We use our ZeroBounce Integration to validate email addresses inside Uptics. Most of the email validation settings have already been set up, so all you have to do is toggle the 'Validate New Emails' button.

On turning 'ON' the toggle, Email validations have been successfully set up as indicated by the green checkmark in the screenshot above.

Please note, that if you are going to take advantage of our native email validation service, there must be a metered balance present inside your account for emails to be validated.

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