Configuring email accounts

 

In SALESmanago you have two options of configuring email accounts:

a) email marketing account – an email account on the SALESmanago server,

b) your own account.

 

GO TO SETTINGS => EMAIL ACCOUNTS


  1. Adding email marketing account
  2. Adding own email account
  3. Email account view

 

ADDING EMAIL MARKETING ACCOUNT

This option enables to create an email account on the SALESmanago server. To create email marketing account, click + Add new marketing account.

Then, adjust the settings:

 

[1] Name – the internal account name in the system, used mainly for identification.

[2] Email – type in an email address you will use to send messages.

[3] Displayed name – sender name displayed before the subject line in the recipient inbox.

[4] Overwrite field  FROM – an optional function – it allows you to extract any contact information from a detail saved at a contact card and set it as a sender name. This function allows you to send a message to many contacts, displaying different sender names for each recipient. Check the checkbox to see more options.

[5] Reply to [email] – an email address that the answers will be directed to. If the marketing email address that you are creating does not exist, you can enter an existing email address so that it will be possible to reply.

[6] Reply to [display name] – it allows you to extract any contact information from a detail saved at a contact card. Check the checkbox to see more options.

After adjusting the settings, click Save.

IMPORTANT: Each marketing account must be approved by SALESmanago.

 

ADDING OWN EMAIL ACCOUNT

To configure own email account, click + Add your own email account.

 

Then, adjust your email account settings [1] and configure the incoming mails settings [2] if you want to check the incoming mails.

Email settings:

[1] Name – the account name that will be displayed in the system on relevant selection lists,

[2] Email – the account email address from which mailings will be sent,

[3] Displayed name – shown as ‘Sender’,

[4] Reply to email (empty by default) – an optional address to which replies will be sent. This is an important field as all automated bounces (and there could be many of them) that result in delivery failures will be delivered to this address, while the ‘Reply-to’ field will receive emails where the recipient has clicked ‘Reply’ to your message. If you leave this field blank, replies will be sent to the address from which you send your messages,

[5] Reply-to display name  shown in the ‘Reply-to’ field,

[6] SMTP host – the address of your SMTP server,

[7] SMTP port  the email port,

[8] SMTP user – the name of the SMTP account user,

[9] SMTP account password,

[10] SALESmanago supports TLS and SSL coding, if you are using either, check the relevant option,

[11] Authenticate – if one of the coding systems is used by the inbox you need to check this option,

[12] Use SSL – if one of the coding systems is used by the inbox you need to check this option,

[13] Shared – you can decide whether the account is to be shared with several users within your organization. Shared accounts can be used by other users. If you do not check this option, the sending account will be available only for the user to whom it has been added,

[14] Proxy – when adding a mailing account you can activate the proxy mode. Learn more>>

 

SALESmanago can read incoming emails. This option allows you to automatically mark contacts, whose emails are returned due to the so-called hard and soft bounces – that is, situations when after accepting the message the contact’s server returns a delivery problem notification – e.g. due to the recipient account being closed or full. Information on incoming email can also be used with automation rules by means of Event: email received from contact for the purpose of e.g. assigning additional scoring to a contact or alerting your sales team about a given contact becoming interested in a product. Whenever an email address generates hard bounces, SALESmanago will automatically mark such contacts as faulty.

Incoming emails settings:

 

[1] Choose protocol – email access protocol (IMAP or POP3),

[2] POP3/IMAP host –  incoming mail host,

[3] User POP3/IMAP – an account user (login) name,

[4] Password POP3/IMAP – an account password entered while login into the account,

[5] POP3/IMAP port – the port supporting the incoming mail,

[6] Using SSL for incoming emails – one of the coding systems; if used, tick the checkbox,

[7] Number of messages – maximum number of messages that can be read at once,

[8] Delete emails bounced from the server (message delivery failure)  – decide whether SALESmanago should delete message delivery failure emails.

EMAIL ACCOUNT VIEW

All created accounts may be visible on the email account view.

[1] Search – you can search an account for its name or address,

[2] Filter – you can filter the list – options available: all, email marketing, your own accounts,

[3] Basic information – here you can find information about an account such as name, email address or creation date,

[4] Account status – here you can find information about an account status,

[5] Delete – click to delete an account.


 

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