Before you begin
Set up your workspace
A few one-time steps before your first email.
Choose your plan
Open Billing to activate a subscription. Your plan includes search credits, research credits, and sending limits.
Connect your email
In Mailboxes, choose Connect Mailbox. Set your timezone, sending days, and hours. Replies arrive in that inbox. Use the Daily email limit slider under your mailbox to choose 0–30 outreach emails a day, then select Save limit. The default is 30; 0 pauses outreach.
Make your message yours
Add your organization and sender details in Settings. Review Email Templates so the pitch describes your offer.
Step 01
Find businesses
Build a list of businesses you want to reach.
Search a type and location
Open Find Businesses. Enter a business type and city or ZIP code, choose your radius and results per page, then select Search businesses.
Save your matches
Select the businesses that fit your offer and choose Save as Lead. They appear in Opportunities.
Add more when you need them
Use Load more businesses for more results. Try a wider radius or broader business type for more matches.
ArcadesTulsa, Oklahoma
Each business returned uses one Search Credit. Saving it as a lead uses no additional credits.
Step 02
Research contacts
Turn your saved businesses into contacts you can reach.
Choose businesses to research
Open Research Contacts. Choose Research Contact for one business, or select a group and choose Start Research. Confirm in the research panel when it opens.
Let BuzzBot do the research
Research can take a few minutes. Keep working while the status is Researching. Use Retry Research if an attempt fails.
Review the contacts
Open the business in Opportunities to see available names, roles, emails, phone numbers, and social profiles. Businesses with a usable email are ready for Start Outreach.
Not every business publishes an email. Review its other contact options, or use Add Email when available if you already know one.
Step 03
Start outreach
Review your pitch, then let BuzzBot handle the schedule.
Select who to contact
In Start Outreach, select your businesses and choose Start Outreach.
Review your messages
Choose your connected mailbox and message category. Check the recipients, message text, and follow-ups you want enabled.
Start the schedule
Choose Start Outreach in the window. BuzzBot schedules the emails and enabled follow-ups within your sending hours and plan allowance.
See the planned dates in Upcoming Emails. A queued message has not been sent yet.
Send a single email
Open a business in Opportunities and choose Send One Email. Pick a mailbox and template, select Preview messages & schedule, then review and confirm.
Use social profiles
Copy the prepared social message and choose Continue to open the profile. You send Instagram, LinkedIn, and Facebook messages yourself.
Keep the conversation moving
Track results
See what is scheduled, what was sent, and who replied.
When BuzzBot detects a reply, it stops that contact’s follow-ups. Review it in Opportunities and continue the conversation.
Stop outreach to a business
Change its status to Do Not Contact in Opportunities and confirm. This stops pending outreach and active automation. Deleting the opportunity alone does not stop scheduled emails.
Your plan
Credits & billing
Two credit balances, each with a different job.
Search Credits
1 per business returned
Used when searching or loading more results. Saving a result costs no extra credits.
Contact Research Credits
1 per business researched
Used for completed research, even if no email is found. Failed attempts are not charged.
Credits renew after each successful monthly payment and do not roll over. Work in progress may reserve credits from your available balance.
Open BillingManage your subscription
In Billing, choose Manage subscription to open your Shopify account.