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.

Note: 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 Tool 'Drip Campaigns', and choose 'Campaign Settings' 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 I'll share with you the examples for all 3 options, Gmail, Yahoo, and Outlook. 👉

❗ Remember to put your actual, corresponding Name in the 'Sender Name' Field, as this will be used in the dynamic content (greetings and signature) within the warming emails.





For the GMail-ers:

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

First name: your First Name

From Email: the email account that you want to use for sending out emails.
Username: identical to “from email field”: the email account that you want to use for sending your campaigns.
Password: (there are 2 cases for this one)

1. If 2-factor Authentication is enabled on your account:
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:
Fill in your regular email password and make sure that the
Less Secure App Access is turned ON in your Google Account settings.

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

SMTP Encryption: SSL

NOW LET'S TEST YOUR CONNECTION!

In order to make sure that your sender (SMTP) details are working properly, you should use the 'Send a test email to' functionality. Fill in an email address to which you want to send out a test email and click on “send” to test your SMTP connection. 


(IMAP) After successfully receiving 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


*Please take in mind that the IMAP settings are not mandatory. Hence, if these details are not filled in, we will not be able to check any bounces and/or replies.


And Voila! The GMail-ers are now set and ready to start their campaigns or email warmings!

For the Yahoo-ers:

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

First name:
your First Name
From Email: the email account that you want to use for sending out emails.
Username: identical to “from 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!

In order to make sure that your sender (SMTP) details are working properly, you should use the 'Send a test email to' functionality. Fill in an email address to which you want to send out a test email and click on “send” to test your SMTP connection. 


(IMAP) After successfully receiving 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


*Please take in mind that the IMAP settings are not mandatory. Hence, if these details are not filled in, we will not be able to check any bounces and/or replies.


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 📤:

First name: your First Name

From Email: the email account that you want to use for sending out emails.
Username: identical to “from 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.
*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!

In order to make sure that your sender (SMTP) details are working properly, you should use the 'Send test email to' functionality. Fill in an email address to which you want to send out a test email and click on “send” to test to test your SMTP connection.


(IMAP) After successfully receiving 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


*Please take in mind that the IMAP settings are not mandatory. Hence, if these details are not filled in, we will not be able to check any bounces and/or replies.


And Voila! The Outlook-ers are now set and ready to start their campaings 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 📤:

First name: your First Name


From Email: the email account that you want to use for sending out emails.
Username: identical to “from 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.

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

NOW LET'S TEST YOUR CONNECTION!

In order to make sure that your sender (SMTP) details are working properly, you should use the 'Send test email to' functionality. Fill in an email address to which you want to send out a test email and click on “send” to test to test your SMTP connection.


(IMAP) After successfully receiving a test email in your inbox, there is only one thing left... Filling in your IMAP details 📥:

IMAP Host*: imap.zoho.com

IMAP Port*: 993

IMAP Encryption*: SSL 


Note: Please take in mind that the IMAP settings are not mandatory. Hence, if these details are not filled in, we will not be able to check any bounces and/or replies.


And Voila! The Zoho-lics are now set and ready to start their campaings or email warmings!

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

Happy prospecting!
The Sales.Rocks Team 💙