How to exclude warmup emails
When to use this guide: Use this guide when you are onboarding OutboundSync or validating initial setup.
Is it possible to sync email activity using OutboundSync without including warmup emails?
Yes, and this is how OutboundSync works by default.
But let’s review an intervention that may be required for your setup if you’re using EmailBison.
What is email warmup
Section titled “What is email warmup”Email warmup is a service that includes additional activity on your email account beyond your core activity of outreach and reply handling.
OutboundSync does not provide email warmup services. OutboundSync does not connect directly to your email inboxes at all.
Tracking warmup
Section titled “Tracking warmup”Email warmup activity is typically not something you want tracked inside your CRM.
Instead you want to track it inside your email warmup service provider, which may also be your Sales Engagement Platform (e.g. Smartlead, Instantly, EmailBison).
Preventing warmup CRM sync
Section titled “Preventing warmup CRM sync”By default, OutboundSync will not pick up warmup activity unless it is sent by your sales engagement platform to your webhook receiver in OutboundSync.
The most important thing is to make sure that you have filtering in-place to make sure that your sales engagement platform is not picking up warmup emails and placing them in your inbox.
To prevent this, either use native warmup features (recommended) or ensure that filters are in-place for your warmup phrases (manual but also sufficient).
By way of example, here’s what the inbox filter settings page looks like in EmailBison. You would add new ignore phrases to this page: