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User Setup: Connect & Personalize Your Workspace

User Setup: Connect & Personalize Your Workspace
👉 This is the first place Users should go. These steps ensure your channels, notifications, and settings are ready so you can start campaigns immediately.

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Connect Your Channels

Each User must connect their own accounts so Landbase can send outreach on their behalf.LinkedInadmin setup tools emailConnect your LinkedIn profile to send automated messages and post thought leadership content.Emailadmin setup tools emailConnect your work email account (Google, Microsoft, or SMTP).Dialeradmin setup tools emailAdd your phone number or claim a new one (if your Admin provisions numbers). This enables outbound calls directly from Landbase.Why this mattersWithout these connections, you won’t be able to send messages, calls, or posts.

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Review Permissions, Workspace Settings & Personalize Notifications & Alerts

Stay on top of your pipeline with tailored notifications.Workspace Alertsadmin setup tools emailAlthough admins set defaults, users can adjust personal settings. Start by confirming you have the right access level to create or edit campaigns. Then review your profile info (name, role, email) so teammates know who owns campaigns. lastly Update signature, timezone, and contact preferences to match your workflow.Enable notifications for campaign activity and new replies by adding a phone number to receive instant text messages when new leads come in. You can also adjust preferences for daily summaries and reminders.Why this mattersA properly configured workspace ensures your activity is tracked to you and keeps the team coordinated. While enabling personalized alerts keep you responsive without overwhelming your inbox.

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Next Steps

Once you’ve connected your channels, set notifications, and reviewed permissions, you’re ready to:
  • Launch your first play or campaign.
  • Respond to leads from the central inbox.
  • Track progress in real time.
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