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Getting started with ConvertLoop Chrome Extension for Gmail

What you can do with ConvertLoop Chrome Extension for Gmail:

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Download the Free ConvertLoop Chrome Extension for Gmail

What will be covered

  • Create a free ConvertLoop Account
  • Install the free ConvertLoop Chrome Extension for Gmail
  • Know the General Menu of the ConvertLoop Chrome Extension for Gmail
  • Log into your ConvertLoop Account
  • Create your first email template in ConvertLoop
  • Insert email template from your gmail inbox
  • Create your first email sequence
  • Add person to a sequence from your gmail inbox

To use the ConvertLoop chrome extension for Gmail you need a ConvertLoop Account.

ConvertLoop accounts are totally free. You do not need to have a payed plan to create a ConvertLoop account and you can still use some features (like email templates from your Gmail inbox) of the Chrome extension without the payed ConvertLoop Inbox Automation Service .

STEP 1 - Creating a ConvertLoop Account

Click here to create your free ConvertLoop account.

If you want to use only the email templates feature to insert the templates you save in ConvertLoop into your Gmail compose box using the Chrome Extension, you do not need to have a paid Inbox Automation Plan, so you can skip the second Step in ConvertLoop's onboarding process, and download the ConvertLoop Chrome Extension as explained below in Appendix 2.

If you plan to use automatic email sequences to do email prospecting or email follow ups with reply detection, you need to add the Inbox Automation Plan. It is just $ 19 usd/mo with unlimited contacts and sendings.

STEP 2 - Installing ConvertLoop Inbox Automation Extension

  1. Open Google Chrome browser in your computer

  2. Go to the Chrome Web Store by clicking here to download the Free ConvertLoop Chrome Extension for Gmail

  3. Click the Add to Chrome button and follow the instructions to install the extension.

Once the extension is installed you should see the ConvertLoop logo next to the web page search bar in your Chrome App:

convertloop-chrome-extension-installed

STEP 3 - Log into your ConvertLoop Account

You can log into your ConvertLoop account from the ConvertLoop Chrome Extension for Gmail general Menu on the ConvertLoop icon located at the upper right corner in your gmail inbox. When clicking the icon you should see the following:

If you are not logged into ConvertLoop

Here is how you log into your ConvertLoop account. If you do not have a ConvertLoop

account yet, you can create one here.

Convertloop chrome extension for gmail log in

Click the Log in red button and follow the instructions.

If you are logged into ConvertLoop

If you are logged into ConvertLoop but have not integrated your inbox yet to ConvertLoop, you could use the insert templates feature from the extension but not the email sequences. You need to connect your inbox to use all the features of the ConvertLoop Chrome Extension.

Convertloop chrome extension for gmail email marketing sales email automation from inbox logged in

If you have not integrated your inbox yet, you still can use the email templates functionality for free. But if you want to access all the automation features you need to sync your inbox by adding the Inbox Automation Service from your ConvertLoop Services Panel once you are logged into your ConvertLoop account.

If you are logged into ConvertLoop and and your inbox is integrated

The above is required only if you want to use the automatic email sequences functionality, not if you want to use just the email templates functionality.

I this case you can use all the features of the ConvertLoop inbox automation service unlimited. You should see the following if your inbox is successfully integrated to ConvertLoop.

Convertloop chrome extension for gmail inbox automation email automation marketing inbox integrated

STEP 4 - Create your first email template in ConvertLoop

ConvertLoop email templates allow you to save templates to be imported in Gmail or to be used in any other bulk email campaign or email sequence that you may create in ConvertLoop.

Steps to create an email template:

  • Click on Messages (In the upper navigation bar in your Convertloop Account)
  • Click on Templates
  • Click on Create new template
  • Save template ## Insert email template from your gmail inbox Save time re-using the most effective emails that you find yourself writing repetitively. Insert in your Gmail compose box the templates you have saved in ConvertLoop.

STEP 5 - Create your first email sequence

Email sequences allow you to automatically send spaced emails to automate your follow-ups close more sales or educate users.

You can set an Exit Trigger to your sequences to automatically remove a contact from a sequence. This trigger could be the reply to any of your emails or any action executed on your website.

Steps to create your email sequence

  • Click on Messages (In the upper navigation bar in your Convertloop Account)
  • Click on Email Sequences
  • New Automatic Email Sequences
  • Type a name for your sequence
  • Add emails to your sequence

Add person to a sequence from your gmail inbox

You can add people to your ConvertLoop sequences straight from your inbox. The ConvertLoop Chrome Extension for Gmail has to be installed , and you need to have a ConvertLoop Account, before you can use this feature.

Steps to add a person to a sequence from ConvertLoop

  • Open your Gmail account
  • Click on the Compose button
  • Write in the gmail recipient field the email of the contact you want to add to the sequence
  • Click the sequences red button
  • Preview the sequence you want to import your contact to
  • Click on start sequence

email tracking email follow up email outreach convertloop

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