Getting started with Pin

this guide will help you get started using pin, from account setup to sourcing candidates and launching your first outreach most users are up and running within a day, and we’ll make sure you are too this guide covers setting up your account https //docs pin com/#setting up your account creating your first job https //docs pin com/#creating your first job connecting additional email accounts https //docs pin com/#connecting additional email accounts adding your email signature https //docs pin com/#adding your email signature inviting a team member https //docs pin com/#inviting a team member adding candidates manually https //docs pin com/#adding candidates manually running candidate searches https //docs pin com/#running candidate searches creating an outreach sequence https //docs pin com/#creating an outreach sequence understanding lookup credits https //docs pin com/#understanding lookup credits setting up your account head over to https //app pin com/login https //app pin com/login to get started you'll need to use your work email hosted by g suite or microsoft 365 note we currently support only google and microsoft hosted email accounts while we don’t recommend it, if you need to use a @gmail com or @outlook com account, please reach out to our support team keep in mind that using a personal email may impact your experience with pin creating your first job when setting up your pin account, you’ll be guided to create your first job by providing a few details here's a walkthrough on how to create your first job with pin connecting additional email accounts you can connect additional email accounts to your pin account in settings > connected accounts we recommend connecting your email account to pin since this allows us to do a few things it allows us to send emails to candidates and know when candidates respond it helps you with scheduling by showing your calendar right inside pin adding your email signature you can add your email signature in the connected accounts section for every email that's connected to pin note only text based signatures are currently supported images and other media files cannot be added to signatures inviting a team member during your account setup, you'll be able to invite team members if the "allow anyone from your company to join this org" setting is enabled, they'll need a verified email address with your company domain to join if you'd like to invite a team member to join later, navigate to job settings > user & team settings > members in the members tab, enter your team member's email address, select which permission they'll be assigned, and click "send invite" pin has four user permission levels, each with different access admin – each team can have only one admin the admin manages billing and is the only user who can change other users' roles member – members can perform all actions except billing related changes viewer – viewers can only see activity within the pin account they cannot take any actions, and most functions will appear greyed out for them billing – same as viewer, but can make billing changes and manage user roles note only admin and member roles are billed as paid seats viewer and billing roles are free and do not incur any charges adding candidates manually if you have candidates you'd like to manually add to your outreach sequence, you can do so via csv upload, linkedin urls, or by copying them from an existing sequence check out the how to add candidates manually docid\ fzvcgh az9np7gw0rsqin guide to get step by step instructions for each method running candidate searches when running candidate searches, you can either paste your job description into pin to have it automatically organized or manually enter your search criteria learn how to run candidate searches and apply filters in the how to run candidate searches docid\ z9pudptsxbsz0bynq0vep guide creating an outreach sequence outreach sequences are a series of steps you set up to contact candidates through automated emails and various tasks such as linkedin, sms, call and custom tasks the create and customize outreach sequence https //docs pin com/create and customize outreach sequence guide walks you through each step of setting up your outreach workflow note candidates must be added to outreach in order for pin to find their emails understanding lookup credits pin uses lookup credits to find candidates' email addresses and phone numbers you can check out the understanding lookup credits https //docs pin com/understanding lookup credits guide to learn how lookup credits work, how to check your balance, and how to purchase more