Are there limitations to using variables in templates?
Variables won’t populate if the field is blank for that specific lead or company, and they don’t work in social inbox messages yet.
Are variables supported in LinkedIn or social message templates?
No, variables are not yet supported in social message templates, only email for now.
Can I access lead info from a Social Inbox message?
Yes, you can. On the top right side of the message, click the drawer icon to expand the view and access the Lead Info section.
Can I add a note and tag my team in Social Inbox messages?
Yes! You can add internal notes to any message in the Social Inbox located at the bottom of the message.
Can I filter my Email and LinkedIn inboxes?
Yes! You can filter your inboxes by lead list, though the options are more limited than the main dashboard.
Can I focus only on my leads instead of all conversations?
Yes! To focus only on your leads: Click on the lead focus icon located in the top-right corner of your Inbox view
Can I save a reply as a template from the Social Inbox?
Yes, you can. When you click Reply, you’ll see the “Save as template” option, allowing you to reuse your message in future conversations.
Can I save my email as a template?
Can I save my email as a template? Yes, you can save your email as a template for future use.
Can I schedule my email in the inbox?
Yes, you can schedule your email to be sent at a later time.
Can I submit a support ticket?
Yes, absolutely! You can submit a support ticket by emailing us at support@breakcold.com or through the chat channel on our app.
Can I switch to other inboxes my team has given me access to in the Social Inbox?
Yes! From the My Inbox section, you’ll see this customize icon on the right side.
Can I use custom and native variables in the email template?
Yes, you can use both custom and native variables in your email templates.
Can I use templates inside the LinkedIn inbox within Breakcold?
Yes, but keep in mind that variables in templates won’t populate in LinkedIn messages
Can I use variables when composing an email from the general inbox?
Can I use variables when composing an email from the general inbox?
How can I access the templates I created and saved in my Social Inbox?
Yes, you can access them easily. In the reply message box, click the bookmark icon to open the list of your saved templates.
How Can I Authorize My Team to Access My Email?
How Can I Authorize My Team to Access My Email?
How can I filter messages in my Social Inbox for leads only?
You can filter messages for leads only by clicking the Lead Focus icon in your Social Inbox.
How can I filter messages in my Social Inbox?
You can use the filter menu to narrow down messages based on status, tags, reply activity, owners, date range, and connected accounts.
How can I find only important messages in my social inbox?
Select “Only important” from the filter menu to show messages that are marked as high priority.
How can I mark a message as done?
Yes. When a conversation is resolved or no longer needs follow-up, you can mark it as Done.
How can I mark messages as important?
You can mark a message as important by clicking the star icon ⭐️ at the top or bottom of the message.
How Can I Search Messages by Contact or Lead Name in the Inbox?
How Can I Search Messages by Contact or Lead Name in the Inbox?
How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view?
You can send them under the Overview section.
How do I create a message or email template in Breakcold?
Go to your Settings → Templates, then choose between Email or Message types.
Use the “Has not replied” filter from the menu or at the top of the Social Inbox.
It tracks new interactions only, emails and direct messages that are sent, and the data refreshes every 24 hours.
How to Connect a GSuite Account
How to Connect a GSuite Account Choose the OAuth method when setting up the connection.
How to Connect an Outlook Account
How to Connect an Outlook Account Connecting your Outlook account is easy, just follow these steps: 1.
How to Connect an SMTP/IMAP Account
Common Mistakes to Avoid Not verifying SMTP/IMAP ports and hostnames with your email provider — always check their official settings.
How to connect your Gmail
To connect your regular Gmail account, go to the Security section of your Google Account.
How to Integrate WhatsApp
How to Integrate WhatsApp Go to Accounts, then click and select Whatsapp from the dropdown list.
How to link your Telegram account?
How to link your Telegram account? Go to Accounts, then click and select Telegram from the dropdown list.
How to Set Up Your Email Signature?
⚠️ Important: If you’re using an HTML signature , make sure to leave HTML mode ON turning it off will break your formatting.
How to Use Variables in the Email Signature Box
How to Use Variables in the Email Signature Box To insert a variable (like first name, company name, etc.), just type the / symbol in the signature box.
If you’ve enabled SMTP in Outlook but still see a “disabled” message, try these steps: 1.
I can't see my messages in the Social Inbox. What should I do?
If you’re unable to see your messages, try the following steps: 1.
What Are the Access Levels on Your Email/Whatsapp/Linkedin/Telegram Account?
What Are the Access Levels on Your Email Account?
This allows you to view messages from a specific time period.
What does the Refresh button in the inbox do?
The refresh button in the inbox is typically used to: Manually update your inbox to check for and display the latest messages.
What happens if I add a variable directly in the message box (not using a template)?
You may see a warning message, as this is not currently supported
My Inbox displays messages that are assigned to you .
What is the 'Activity' Section in Breakcold?
What is the ‘Activity’ Section The Activity section in Breakcold gives you a complete timeline of everything that’s happened with your leads — all in one place.
Where can I change my email?
Note: For security reasons, you must sign out and sign back in before you can change your email address.
Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts?
Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts?
You see the “Create Lead” option when the contact messaging you hasn’t been converted into a lead or added as a lead in your CRM yet.
Will a message I mark Done in the inbox bounce back to To-do when the recipient replies?
Yes, when the recipient replies, the conversation will return to your To-do section