How to Configure Sender Accounts

    Assign senders to workspaces to control where email and LinkedIn events are tracked

    Overview

    Sender accounts determine where email and LinkedIn activity is tracked inside Outreach Magic. When you connect a new sender (email account or LinkedIn profile), it's automatically placed into your default workspace until you reassign it.

    Configuring senders properly ensures:

    Clean Reporting

    Events are organized in the correct workspace for accurate analytics and attribution.

    Workspace Isolation

    Perfect for agencies managing multiple clients—each workspace stays separate and organized.

    Step-by-Step Instructions

    Follow these steps to assign senders to workspaces in Outreach Magic.

    1. 1

      Open the Sender Accounts Page

      Navigate to: https://app.outreachmagic.io/senders/

      Sender Accounts page in Outreach Magic
    2. 2

      Select Senders to Update

      Use the checkboxes next to each sender to select the senders you want to reassign. You can select multiple senders to manage them in bulk.

      Select sender checkboxes
    3. 3

      Open the Filters Panel

      Click "Filters" at the top of the page to access workspace assignment options.

      Open Filters panel
    4. 4

      Select "All Types"

      This lets you filter across all email and LinkedIn sender types in your workspace.

      Select All Types filter
    5. 5

      Choose Target Workspace

      Click the Workspace dropdown and select the workspace where you want to assign the selected senders. This is important for agencies running multi-client environments.

      Select workspace from dropdown
    6. 6

      Apply Changes

      Click the Save/Apply icon to confirm the sender assignment and update the workspace configuration.

      Click Save/Apply to confirm changes

    Best Practices

    For Agencies

    Create separate workspaces for each client and assign senders accordingly. This keeps reporting clean and prevents data from mixing between clients.

    Regular Maintenance

    Review sender assignments periodically, especially after adding new email accounts or LinkedIn profiles. New senders default to your default workspace.

    Bulk Management

    Use the checkbox selection feature to update multiple senders at once. This saves time when organizing large numbers of senders.

    Alternative Methods

    API-Based Configuration

    If you prefer to manage sender assignments programmatically or need to automate the process, you can use the Outreach Magic API. This is especially useful for:

    • • Automating sender assignments based on rules
    • • Integrating with other tools and workflows
    • • Bulk updates via scripts or automation
    View API Documentation

    Ready to Configure Your Senders?

    Start organizing your senders into workspaces for cleaner reporting and better organization.

    Open Sender Accounts PageView All Documentation