How to connect your email using Custom SMTP 📧

Welcome aboard! 😊

Want to connect your email using a Custom SMTP?

This guide covers everything you need to know, from entering SMTP and IMAP settings to selecting a security option, so you can seamlessly send emails directly from Sales Engagement Tool. With these steps, you’ll be up and running with your custom email in no time. Happy emailing! 🚀✨

1. Navigate to the Settings Page ⚙️

First, navigate to the Settings page in your Sales Engagement Tool account. Click on the Email Settings tab and then click on the + Add button, and then select the Custom SMTP Server option.

2. When you click on this option and you’ll see a modal pop-up like this: 👇

Here’s what you need to fill in:

• Sender email: This is the email address you’ll be sending from.
• Sender name: This is the name that will appear to your recipients (that’s you! 😊).

3. Enter Your SMTP Settings 📧

Now, let’s add your SMTP settings:

• Username: Your email address.
• Password: Your email password.
• IP address/Outgoing Server Name: This is the server name provided by your email provider.
• Port Number: This is also provided by your email provider.

Not sure where to find this information? A quick Google search with “[Your email provider] SMTP settings” will give you everything you need. 🔍

If you’re unsure who your email provider is, head to a site like MXToolbox or DNS Checker, enter your email domain, and choose MX from the dropdown. You’ll see something like this:

The underlined text is your email provider. Use this, along with the SMTP settings, to complete the form. Easy peasy! 😎

4. Enter Your IMAP Settings ✉️

Next, let’s tackle the IMAP settings:

• Username: Your email address.
• Password: Your email password.
• IP address/Incoming Server Name: This is your email provider’s server name.
• Port Number: Provided by your email provider.

To find this info, repeat the same steps you did for the SMTP settings. Just search for “[Your email provider] IMAP settings.”

5. Choose Your Security Option 🔒

Finally, you’ll need to select between these two security options:

• TLS/SSL: Most email providers use this option.
• No Encryption: Use this only if your email provider specifies it.

That’s it! You’re all set to start sending emails with your custom email provider. 🎉

We hope this guide was helpful! If you have any questions or run into any issues, we’re here to help.

Have an amazing day! 🌞🚀