How It Works

From your first campaign to your inbox
in under five minutes.

Scoutiv is an outreach platform for teams that want to send personalized campaigns from real sender accounts, automate follow-ups, track engagement, and handle replies without switching between tools. Here is the complete workflow from signup to booked conversations.

The complete sending process

01
60-second setup

Create your account

Sign up with your email address and password. No credit card required. You will receive a verification email โ€” click the link and you are in. The entire signup process takes under 60 seconds.

โœ“Sign up with email and password
โœ“No credit card required to start
โœ“Email verification for security
โœ“Instant access to your dashboard
๐Ÿ‘‹ Welcome to Scoutiv

We keep onboarding completely frictionless so you can get straight to building your first campaign.

Step 01
Setup time
< 1 min
Credit card
Not required
02
Secure sending

Connect a sender account

Go to Email Accounts and connect Google, Outlook, or custom SMTP. Scoutiv sends through the account you choose, so recipients see a real business sender.

โœ“Connect Google, Outlook, or custom SMTP
โœ“Sender connection data is encrypted at rest
โœ“Reply tracking can be enabled per account
โœ“Connect multiple accounts across different workspaces
๐Ÿ”’ Purpose-limited connection

Connected account data is used only for sending, reply tracking, inbox, security, and compliance features.

Step 02
Connections
Secure
Encryption
AES-256
03
Organized sending

Create a workspace

Workspaces help you organize your campaigns by client, project, or purpose. Each workspace has its own sending accounts, campaigns, and analytics, keeping everything neatly siloed.

โœ“Organize by client, project, or event
โœ“Assign specific email accounts to specific workspaces
โœ“Keep campaigns and analytics completely isolated
โœ“Maintain a clean, focused dashboard
๐Ÿ“ Built for agencies & teams

Easily manage outreach for multiple accounts or clients at once without ever mixing up sender data.

Step 03
Workspaces
Unlimited
Organization
Per-project
04
Smart Import

Upload your contact list

Upload a CSV file containing your contacts. Include an email column and as many additional columns as you like (first name, company, etc.) to use as personalization tokens in your email.

โœ“Import CSV files effortlessly
โœ“Auto-detects the email column
โœ“Add unlimited custom data fields
โœ“Scoutiv turns columns into personalization tokens
๐Ÿ“‡ Format example

email, first_name, company, custom_field. Scoutiv detects these headers automatically upon upload.

Step 04
File type
.CSV format
Custom fields
Unlimited
05
Personalization

Write your email

Write your subject line and email body. Use personalization tokens by typing the column name in double curly braces โ€” e.g., {{first_name}} โ€” and Scoutiv replaces it with the actual value for each recipient.

โœ“Dynamic {{tokens}} from your CSV data
โœ“Personalize both subject lines and body text
โœ“Per-recipient live preview before sending
โœ“Mandatory compliance footer is auto-injected
๐Ÿ‘€ Live preview ensures perfection

Use the preview function to see exactly how each recipient will receive the email before you launch the campaign.

Step 05
Preview
Per-recipient
Unsubscribe
Auto-injected
06
Auto-pilot

Configure follow-up sequences

Add follow-up emails to your campaign. If a recipient does not reply to your first email, Scoutiv will automatically send your follow-up after the number of days you specify.

โœ“Create multi-step follow-up sequences
โœ“Custom day delays between sequence steps
โœ“Stops automatically the moment a recipient replies
โœ“Stops automatically if a recipient unsubscribes
๐Ÿ›‘ Smart reply detection

You will never accidentally send an automated follow-up to someone who has already responded to you.

Step 06
Follow-ups
Multi-step
Reply detection
Automatic
07
Deliverability

Review and send

Review your campaign settings, set a schedule, and apply daily sending limits. Scoutiv sends each email individually to maximize inbox delivery rates and protect your sender reputation.

โœ“Set custom sending schedules and timezones
โœ“Apply daily sending limits per account
โœ“Emails are sent individually, not as a bulk batch
โœ“Small random delays mimic natural human sending
๐Ÿš€ Inbox, not spam folder

Sending emails individually with random delays is a key reason our users see 98% or higher inbox delivery rates.

Step 07
Send pacing
Human-like
Delivery
Optimized
08
Live Analytics

Track your results in real time

As emails go out, your analytics dashboard updates live. See delivery, open, click, reply, and unsubscribe rates for the whole campaign, or click in to see the exact status of individual recipients.

โœ“Real-time dashboard updates as emails send
โœ“Track opens, clicks, replies, and unsubscribes
โœ“View individual recipient activity logs
โœ“Export campaign data for external reporting
๐Ÿ“ˆ Actionable insights

Use this real-time data to optimize your subject lines, improve your timing, and understand what messaging resonates.

Step 08
Tracking
Real-time
Metrics
Comprehensive
โš–๏ธ

How automatic unsubscribe compliance works

Every email sent through Scoutiv includes an unsubscribe link in the footer. This is automatic, mandatory, and cannot be disabled on any plan. This is not just a legal requirement โ€” it is a best practice that protects your sender reputation and builds trust with your recipients.

When a recipient clicks the unsubscribe link, they are taken to a hosted page to confirm with a single click. Their email address is immediately added to your permanent suppression list, and any pending follow-up emails are cancelled instantly. They will never receive another email from your account through Scoutiv.

Your suppression list is visible in your dashboard. You can export it at any time. You should never manually add previously suppressed addresses back to a campaign list.

๐Ÿ›ก๏ธ

Sending limits and protecting your reputation

Email providers apply daily sending limits based on account type, age, reputation, and usage history. Scoutiv helps you pace sending responsibly and avoid sudden volume spikes. As a general guideline:

  • โ€ขNew sender accounts: Start with 50โ€“100 emails per day and increase gradually over 2โ€“4 weeks.
  • โ€ขEstablished sender accounts: Up to 500 emails per day is typically safe (over 6 months old, regular use).
  • โ€ขBusiness email accounts: Limits are higher, typically 2,000 per day.
  • โ€ขCustom SMTP accounts: Use the limits recommended by your mail host or sending infrastructure.

Scoutiv automatically adds small random delays between sends to mimic natural human sending behavior. This is one of the key reasons our users see inbox delivery rates of 98% or higher.

Ready to send your first campaign?

Connect a sender account and go live in under five minutes.