Connect your email account for the Drip Campaigns & Email Warmer

Connect your email account for the Drip Campaigns & Email Warmer

Hey Sales.Rockies 👋

Both features - The Drip Campaigns and the Email Warmer, require a quick SMTP/IMAP set up from your end in order to be able to send and receive emails from your email domains. We drafted an easy, how-to guide in order to set up your Gmail/Google, Yahoo, Outlook, and Zoho email accounts quick and painless 😉

Before we start, a few things worth mentioning ⬇️
  1. To do any LinkedIn actions, first you'll need to set up the email account which you'll use later to connect with your LinkedIn profile.
  2. If your SMTP connection becomes inactive, the warming process will be paused and you will receive a notification on your email.
  3. The IMAP connection is also mandatory! Hence, if these details are not filled in, we will not be able to check any bounces and/or replies, so your campaign statistics will be incorrect.
  4. If you set up multiple email accounts, they DO NOT need to be with the same domain or from the same email provider. 

How to start: For all Email Providers 

  1. Log in to your Sales.Rocks account
  2. From the Menu, click on the My Configurations field

  1. Once opened, click on + Add new Email Configuration. You should be able to see the SMTP/IMAP setting fields
  2. Click on the Mail Provider dropdown and select your Email Provider


Once you select the Provider, the following fields will be automatically filled in: SMTP Host, SMTP Port, SMTP Encryption, as well as IMAP Host, IMAP Port and IMAP Encryption. 

If your provider is not in the list, please scroll to the bottom of this guide
 
The rest of the set up differs from one email provider to another 🤔 

For the GMail-ers:

(SMTP) Let’s get started with filling in your details for sending emails 📤

Sender name: your actual, corresponding Name, as this will be used in the dynamic content (greetings and signature) within the warming emails as well.
Email: the email account that you want to use for sending out emails.
Username: identical to the previous "Email" field: the email account that you want to use for sending your campaigns.
[App] Password: (there are 2 cases for this one)

1. If 2-factor Authentication (2FA) is enabled on your account:
Then fill in your third-party app password. This password can be set up and found under the security tab in your Google Account. Learn more about setting up a third-party app password.

2. If you don’t have 2-factor Authentication enabled on your account:
Then fill in your regular email password and make sure that the
Less Secure App Access (LSA) is turned ON in your Google Account settings.

Note: If both 2FA and LSA are ON or both are OFF, the connection won't be successful ❗ 

❗Before moving forward❗
To make sure that your sender (SMTP) details are working properly, use the 'Send test email' option and confirm your SMTP connection before moving onto IMAP. Fill in an email address to which you want to send out a test email and click on “Send/Validate”.

If you receive a test email in your inbox, you're good to go!
The IMAP settings are already filled in, so just click on Save Changes". Your Gmail is now set and ready to start a warming process and/or a campaign 🎉

Here's an example of a Gmail connection:



For the Yahoo-ers:

(SMTP) Let’s get started with filling in your details for sending emails 📤 

Sender name: your actual, corresponding Name, as this will be used in the dynamic content (greetings and signature) within the warming emails as well.
Email: the email account that you want to use for sending out emails.
Username: identical to the previous "Email" field: the email account that you want to use for sending your campaigns.
Password: Fill in your third-party app password.

This password can be set up and found on your Account Security page within your Yahoo Account. Learn more about setting up a Yahoo third-party app password.

❗Before moving forward❗
To make sure that your sender (SMTP) details are working properly, use the 'Send test email' option and confirm your SMTP connection before moving onto IMAP. Fill in an email address to which you want to send out a test email and click on “Send/Validate”.

If you receive a test email in your inbox, you're good to go!
The IMAP settings are already filled in, so just click on Save Changes". Your Yahoo mail is now set and ready to start a warming process and/or a campaign 🎉

For the Outlook-ers:

(SMTP) Let’s get started with filling in your details for sending emails 📤

Sender name: your actual, corresponding Name, as this will be used in the dynamic content (greetings and signature) within the warming emails as well.
From Email: the email account that you want to use for sending out emails.
Username: identical to the previous "Email" field: the email account that you want to use for sending your campaigns.
Password: If you have the two-step authentication password option activated from Outlook, then use your third-party app password.
If you haven’t enabled this option, you can use your regular email password.

Note: For the M365 users, your security settings might defer for the regular Outlook account, depending on your admin permissions and your M365 package. Check for further instructions on setting up third-party app passwords with M365 here.

❗Before moving forward❗
To make sure that your sender (SMTP) details are working properly, use the 'Send test email' option and confirm your SMTP connection before moving onto IMAP. Fill in an email address to which you want to send out a test email and click on “Send/Validate”.

If you receive a test email in your inbox, you're good to go!
The IMAP settings are already filled in, so just click on Save Changes". Your Outlook mail is now set and ready to start a warming process and/or a campaign 🎉

For the Zoho-lics:

Note #1: Before we start with the set-up, please make sure that you have SMTP and IMAP access enabled in the settings of your Zoho email account. 

(SMTP) Let’s get started with filling in your details for sending emails 📤:

Sender name: your actual, corresponding Name, as this will be used in the dynamic content (greetings and signature) within the warming emails as well.
From Email: the email account that you want to use for sending out emails.
Username: identical to the previous "Email" field: the email account that you want to use for sending your campaigns.
Password: Enter your Zoho account password

*If you have Two-factor authentication enabled, you will need an Application-specific Password.

❗Before moving forward❗
To make sure that your sender (SMTP) details are working properly, use the 'Send test email' option and confirm your SMTP connection before moving onto IMAP. Fill in an email address to which you want to send out a test email and click on “Send/Validate”.

Note: In case your connection doesn't work ➡️ if you have a Zoho mail from your Organization, please enter smtppro.zoho.com as SMTP Host, as well as imappro.zoho.com as IMAP Host. If you have a personal Zoho mail, then please recheck your settings.

If you receive a test email in your inbox, you're good to go!
The IMAP settings are already filled in, so just click on Save Changes". Your Zoho mail is now set and ready to start a warming process and/or a campaign 🎉


Note: In Zoho, you might get a notification for valid SMTP, but invalid IMAP. This means that your IMAP setting hasn't been enabled yet in your Zoho account. Please check this guide 👀 on how to enable this option first, then connect it to Sales.Rocks.

For any other Email Provider

If you're using any other Email Provider ➡️ you can still connect your email but we do not guarantee flawless workflow and our support is limited.

(SMTP) Let’s get started with filling in your details for sending emails 📤

Sender name: your actual, corresponding Name, as this will be used in the dynamic content (greetings and signature) within the warming emails as well.
Email: the email account that you want to use for sending out emails.
Username: identical to the previous "Email" field: the email account that you want to use for sending your campaigns.
[App] Password: Please check whether your email provider offers 2 Factor Authentication (2FA). If it doesn't, just use your regular password. If it does, there are 2 options:
  1. If you want to use your regular password, please make sure that 2FA is OFF
  2. Otherwise, turn ON 2FA and generate a password from that set up, according to the instructions of your provider.
The details for: SMTP Host, SMTP Port, SMTP Encryption, as well as IMAP Host, IMAP Port and IMAP Encryption, should be available in your Email Account settings/security. Please copy-paste them from there. 

For anything else, don't hesitate to reach out to us at help@sales.rocks.

Happy prospecting!
The Sales.Rocks Team 🧡