How to set-up your email account for the Drip Campaigns & Email Warmer

How to set-up your email account for the Drip Campaigns & Email Warmer

Hi there Sales.Rockies 👋

Both functionalities - The Drip Campaigns and the Email Warmer, require a quick SMTP/IMAP setup from your end in order to be able to send and receive emails from your email domains. But no worries, we drafted an easy how-to guide in order to set up your Gmail/Google, Yahoo, Outlook, and Zoho Email accounts through SMTP/IMAP.

Before we start, a few things worth mentioning ⬇️
  1. If your SMTP connection becomes inactive, the warming process will be paused and you will receive a notification on your email.
  2. 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.
  3. Bounced email addresses are directly removed from our warming-up processes, ensuring your deliverability scores. The owner of the bouncing email address will be informed via email.
  4. If you set up multiple email accounts, they DO NOT need to be with the same domain or from the same email provider. 

Without further ado, let's get into this ⬇️

Step 1:
Log in to your Sales.Rocks account on app.sales.rocks. You'll be redirected to the Homepage.
Step 2: From the side menu, click on the "Drip Campaigns" field and choose "Account Setup" from the drop-down sub-menu.
Step 3: Once there, click on the button "New Campaign Profile". You should be able to see the SMTP/IMAP setting fields.


Now comes the setup part 🤔
This differs from email service to email service, so we'll share with you instructions for the 3 main Email Server options: Gmail, Yahoo, and Outlook.  

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. 

SMTP Host: smtp.googlemail.com
SMTP Port: 465
SMTP Encryption: SSL

NOW LET'S TEST YOUR CONNECTION!
To make sure that your sender (SMTP) details are working properly, use the 'Send test email to' 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, there is only one thing left... Filling in your IMAP details 📥:

IMAP Host*: imap.googlemail.com
IMAP Port*: 993
IMAP Encryption*: SSL

Click on "Save Changes" and Voila! The GMail-ers are now set and ready to start their campaigns or email warmings!

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.

SMTP Host: smtp.mail.yahoo.com
SMTP Port: 465
SMTP Encryption: SSL

NOW LET'S TEST YOUR CONNECTION!
To make sure that your sender (SMTP) details are working properly, use the 'Send test email to' 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, there is only one thing left... Filling in your IMAP details 📥:

IMAP Host*: imap.mail.yahoo.com
IMAP Port*: 993
IMAP Encryption*: SSL

Click on "Save Changes" and Voila! The Yahoo-ers are now set and ready to start their campaigns or email warmings!

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.

SMTP Host: outlook.office365.com
SMTP Port: 587
SMTP Encryption: TLS

NOW LET'S TEST YOUR CONNECTION!
To make sure that your sender (SMTP) details are working properly, use the 'Send test email to' 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, there is only one thing left... Filling in your IMAP details 📥:

IMAP Host*: outlook.office365.com
IMAP Port*: 993
IMAP Encryption*: SSL

Click on "Save Changes" and Voila! The Outlook-ers are now set and ready to start their campaigns or email warmings!

For the Zoho-lics:

Note: 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.

Check your Account settings for the SMTP/IMAP Hosts:

SMTP Host: smtp.zoho.com / smtppro.zoho.eu
SMTP Port: 465
Encryption Type: SSL

NOW LET'S TEST YOUR CONNECTION!
To make sure that your sender (SMTP) details are working properly, use the 'Send test email to' 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, there is only one thing left... Filling in your IMAP details 📥:

IMAP Host*: imap.zoho.com / imappro.zoho.eu
IMAP Port*: 993
IMAP Encryption*: SSL 

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.

After filling in all the info, click on "Save Changes" and Voila!  The Zoho-lics are now set and ready to start their campaings or email warmings!

If you are facing issues with any of the given settings, don't hesitate to reach out to us at help@sales.rocks.

Happy prospecting!
The Sales.Rocks Team 🧡