🗝️ Email steps allow users to extend outreach beyond LinkedIn. Emails are most effective as the final step, as the platform cannot detect email replies.
⚠️ Important: Users must connect Gmail or Microsoft 365 before adding email steps. Email replies are not detected by the automation, so email should be the final action.
Connect Email Integration
Go to Integrations and choose Microsoft or Gmail.
Approve permissions to allow email sending through the platform.
Return to the automation after integration is complete.
How Email Activity Affects CRM Date Fields
When you send emails via an automation step, the Last sent email date field on the CRM record is updated based on what Vincere registers as an email activity — not what is sent from your mailbox directly.
SendGrid and third-party email tools
Emails sent via SendGrid or other third-party tools are only counted towards Last sent email date if Vincere registers them as an email activity against the candidate or contact record.
If the SendGrid email is logged as an email activity in Vincere — it will update Last sent email date and automation search conditions based on that field will work as expected.
If the SendGrid email is only stored as a log entry (not as a Vincere email activity) — Vincere will not update Last sent email date, and those emails will not be counted by automation search conditions.
⚠️ Important: If your SendGrid emails are not updating Last sent email date in Vincere, contact support to investigate whether the emails are being synced correctly as email activity records.
Add an Email Step
Click Add Step and select Email.
Write the email subject and body, applying personalisation tags.
Add attachments or links if required for the campaign.
Position Email as the Final Step
Place email steps after all LinkedIn steps, such as connection requests or messages.
Avoid adding follow-ups after an email, since replies cannot be detected.
If recipients reply, the consultant should handle communication manually.
💡 Best Practices
Use email as a final nudge when LinkedIn attempts remain unanswered.
Keep subject lines clear and personalised for higher engagement.
Ensure emails comply with company branding and communication guidelines.
🤔 FAQs
Q1: Can users send multiple email steps in a sequence?
Answer: Yes, but it is not recommended because replies cannot be detected.
Q2: Do email steps count toward LinkedIn activity limits?
Answer: No, they operate independently from LinkedIn actions.