This guide is designed to help you set up your Nooks Sequencing account and configure all required integrations before your live training sessions begin. By completing these steps in advance, you’ll ensure your account is connected to your email, your data is flowing properly to and from your CRM, the Chrome Extension is configured, and you are able to use all of the features of Nooks Sequencing.

Estimated Time to Completion: Overall, this set up process should take ~5 minutes to complete.

If you are more of a visual learner, you can also follow along with the video below, which walks through the setup steps.

You can use this checklist to keep track of your setup tasks:

• Workspace Setup:

  • Google Chrome is up to date

  • CRM is connected

• Email Setup:

  • Email is connected to Nooks

  • If applicable: Email alias has been selected

  • If applicable: Dynamic Fields have been filled out

  • Email signature is set

• Nooks Chrome Extension Setup:

  • Nooks Chrome extension has been downloaded

  • Permissions have been granted to the Nooks Chrome Extension

  • Other SEP Chrome extensions have been disabled

• LinkedIn Setup:

  • LinkedIn account is connected to Nooks

• Scheduling Settings:

  • Timezone is set

  • Working hours are set

• Phone Number Setup:

  • Nooks phone number created

Ready Your Workspace

1. To optimize your experience with Nooks Sequencing, it is important to make sure that you’re on the latest version of Google Chrome. You can do this by going to chrome://settings/help.

   

2. Log into Nooks at https://app.nooks.in/login by signing in with your email address or associated Single Sign On (SSO) tool.

3. Confirm that your CRM is connected to Nooks. Go to Settings > Integrations > CRM. You will know the integration is successfully connected when you see a green dot by the CRM name 🟢.

   If you do not see a green dot 🟢:

   • Salesforce: Click on Connect Salesforce. You will be prompted to log in with OAuth. Once you have logged in, refresh your browser. You will know the integration is successfully connected when you see a green dot by the CRM name.

   • HubSpot: If you do not see a green dot, contact your Nooks Administrator.

   

Configure Your Email Settings

1. Connect Nooks to your Email Provider in Settings by clicking on Settings > All Settings.

   

2. Go to your email settings by finding Email under the Sequencing section.

3. In the Users Settings section, connect your email to Nooks by clicking on your email provider and logging in.

   

4. If  you have multiple email aliases, select your preferred sender address under Email Aliases.

   

   Helpful Tip: You can come back to this setting at any time to update your email alias in Nooks.

5. Fill out your team’s required dynamic variables. These are used to populate values in emails. Any sequence containing an email using an unpopulated dynamic variable will fail to sequence.

   

6. Set up your email signature. You should be able to copy and paste this from your email. Make sure to click Save once you have configured it.

   

Install the Nooks Chrome Extension

1. Download the Nooks Chrome Extension. Go to Settings > Integrations > Chrome Extension.

   

   Helpful Tip: Pin the Nooks Chrome extension to your browser. Select Extensions (puzzle piece icon) > pin the extension (thumbtack icon).

   

2. Grant the correct permissions to the Chrome extension. This will enable your email features (Gmail only), CRM features, and LinkedIn features. Click on the Nooks extension in the upper-right corner of your browser, then:

   • Press the Grant Permissions button at the top of the extension.

   • If you don't see the Grant Permissions button, check that your email (Gmail only), CRM, and LinkedIn features are enabled.

   

3. Disable any other SEP Chrome extensions (e.g., Outreach, Salesloft, Apollo, Groove, etc.) while using the Nooks Sequencing extension. This is because similar extensions may compete for real estate in your browser.

   To do this, click on the puzzle piece where Chrome extensions are stored in your browser, and then select "Manage Extensions". Then Remove the other SEP Chrome Extension, or toggle it off so that it is not running in your browser.

LinkedIn Setup

1. Connect your LinkedIn account to enable your account to use Nooks' LinkedIn automations in Sequences. In Nooks, click Settings (lower-left) > All Settings > Sequencing > LinkedIn.

   

   If you see a message stating Could not load your LinkedIn profile. Please ensure the Nooks Chrome extension is installed and you are logged into LinkedIn, then:

   1. Ensure the Nooks Chrome extension is installed, toggled on, and up-to-date; and,

   2. Ensure that you are logged into your LinkedIn account on your current browser.

2. (Optional) Adjust your Daily LinkedIn Connection Request Limit. This limit controls the maximum number of LinkedIn Connection Requests that Nooks Sequencing can send through your account per day.

   Nooks recommends and defaults this setting to 20 Connection Requests per day to keep you within LinkedIn's weekly Connection Request limits. If you regularly send or plan to send Connection Requests outside of Sequences, consider choosing a lower limit in Nooks.

Scheduling Settings

1. In Nooks, navigate to Settings > All Settings > Sequencing > Email to configure your Timezone and Working Hours Schedule.

2. Set your User Timezone. The timezone you select here is used to display dates and times in Nooks, as well as scheduling tasks and emails.

   

3. Set your Working Hours Schedule. Your Working Hours Schedule controls when your tasks are due and when your emails are sent. Either use the Default Working Hours Schedule that your internal Nooks admin team has configured (visible at the bottom of the page), or define your own Working Hours Schedule.

   

Nooks Phone Number Creation

The steps to create your first Nooks phone number differ depending on whether you have Dialer access in Nooks. You can determine whether you have a Dialer license in Nooks by looking for Dialer in the "Engage" section of the left-hand navigation menu. If you see Dialer, you have a Dialer license. If you don't see Dialer, you do not have a Dialer license.

1. [Users with a Dialer license]: Create your first Nooks phone number. In the left-hand navigation menu, select Dialer.

   1. Click the Phone dropdown in the top left corner.

   2. Click + Phone number. 

   3. In the Create number pop-up window, enter the area code or city you want a phone number from.

   4. Press Create. 

   5. For more thorough steps or a walk-through video, see this guide.

   

2. [Users without a Dialer license]: Create your Nooks phone number. In the left-hand navigation menu, select Prospects.

   1. Click on any prospect to open up the Prospect Side Panel on the right side of the screen.

   2. Click the click-to-call (phone) icon under the prospect's name in the Prospect Side Panel.

   3. Click the Call from dropdown menu.

   4. Click the + Phone Number button.

   5. In the Create number pop-up window, enter the area code or city you want a phone number from.

   6. Press Create. 

   7. For more thorough steps or a walk-through video, see this guide.

   

Once you've completed those steps, you should be ready to begin using Nooks Sequencing!