folk tutorials

Centralize your contacts from all your sources into your folk workspace: - Connect your Google accounts - automatically import contacts from Google contacts, emails & calendar events - Import files - export contacts from other tools to import them into folk - Use the folkX chrome extension - add contacts from anywhere (LinkedIn profiles & search, Twitter profiles, Instagram profiles, Gmail threads) - Connect integrations through Zapier - automatically import contacts from external tools (such as Airtable, Calendly, Typeform etc…)

Structure your workspace. Categorize your contacts into groups (contact lists). - Create groups - in the sidebar create as many groups as you want, to easily classify your contacts. Groups let you organize your contacts into different categories (ex: Investors, Candidates, Journalists etc…). - Start with a template - get inspired with our universe of templates to create groups with pre-set properties and views made for each use case. - Create custom properties - add custom fields to track the relevant data on your contacts (with tags, dates, text etc…). Custom fields are properties specific to a group. This way you can track different data in each group. - Create views - within a group, create views to visualize the data in different ways (sub-categorize with filters, manage companies vs people, create pipeline views)

Reach out to your contacts lists from folk. Using the data stored on your contacts, send ultra-personalized emails in bulk. - Authenticate your domain name - send emails from your own email addresses for optimal deliverability - Create custom emails - add variables, insert images, attach files - Review emails - individually review emails in your campaign and edit them if needed - Review analytics - view all your sent campaigns and get detailed analytics

Manage custom workflows to nurture your relationships. - Create pipeline views - to track your workflows - Track & add interactions - see your latest interactions with your team, and add any interactions, both online and offline - Add comments - centralize notes on your contacts with your team and attach files to your contacts - Set up reminders - create reminders for yourself or your teammates so you never forget to follow up

Invite your team to start collaborating in many different ways on your contacts. - Add members - invite members to join your workspace to work as a team - Share groups - manage permissions by sharing only relevant groups with relevant teammates - Assign teammates - mention teammates in your notes to easily follow up + assign them to reminders & tasks - Share interactions - make your interactions available for everyone in the workspace - Share a view - generate a public link for certain views, to share them to external people

Intelligent CRM, to clean up data and enrich information automatically. - Manage duplicates - folk automatically detects duplicates in your workspace. Exact matches are auto-merged while other duplicates will be flagged in the Clean up duplicates view - Company enrichment - folk automatically detects the domain of your contacts’ primary email to assign them to the right company (name, logo & URL) - DropContact enrichment - folk is integrated with DropContact and lets you enrich the contacts of your choice in bulk to find missing data - Smart fields - folk automatically populates smart fields such as Strongest Connection (who in your team is closest to the contact) and date of your last interaction

In order to send these emails from your own email addresses and get great delivery rates, you need to first authenticate & validate your domain on folk.

Learn how to add & manage multiple senders for your domain to start sending email campaigns with your team.

Learn how to create winning messages when sending email campaigns from folk

Learn how to review your campaign before sending it for ultra-personalization.

Learn how to review your campaigns analytics and how to take actions for following up

Send email sequences, to engage with your audience and automate your email workflows from folk.

Learn how to track your contacts' interactions to build great relationships

Add notes on your contacts, mention your teammates, set reminders, and more.

Learn how to use the Notifications Center - the central hub for all your tasks in folk. Keep track of your to-do list and blast through all your tasks, with your team.

Learn how to manage your pipelines, wether it's recruiting candidates, fundraising or simply tracking your sales with your team.

folk’s Magic Fields combine the power of AI with your data in folk, so that you can save time on manual tasks. You might need to generate content for different reasons: to create an outbound email, write an ice-breaker, or a catchy sign-off.

folk’s Magic Fields combine the power of AI with your data in folk, so that you can save time on manual tasks. You might need to translate content for different reasons: for example translating an email to a preferred language, or notes for international teammates, and so on.

folk’s Magic Fields combine the power of AI with your data in folk, so that you can save time on manual tasks. Among other things, they can help you organize your contacts.

folk’s Magic Fields combine the power of AI with your data in folk, so that you can save time on manual tasks. Imagine having a long list of contacts that you want to reach out to, but due to poor formatting some of them are in capital letters and some are not. With magic fields, you will be able to clean and standardize the data in a matter of seconds.

folk’s Magic Fields combine the power of AI with your data in folk, so that you can save time on manual tasks. You might need to enrich data to find information on companies such as their domain, their industry or their competitors to better reach out to them.

Every new opportunity starts with getting in touch, so by combining folkX extension for faster list-building and 1-click enrichment to find missing emails, you can improve the success rate of your outreach.

Learn how to use folk triggers in Zapier to automatically send data from folk to your external tools & avoid spending time on manual tasks.

Learn how to use folk triggers in Make to automatically send data from folk to your external tools & avoid spending time on manual tasks.