Want to use Upsales email features with an account that isn't Gmail or Office 365? Connect using SMTP.
This article covers:
- Reasons to connect your email with SMTP
- How to connect your email with SMTP
- How to find your email server's SMTP information
Reasons to connect your email
- Send emails from within Upsales to save time
- Track recipient actions such as opens and clicks
- View your sent emails inside Upsales
How to connect your email with SMTP
Only one email app can be active at a time. If Gmail or Office 365 is already connected, deactivate that app before you connect with SMTP.
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Either click the + sign → Email,
- Click Connect Other (SMTP):
- Accept the terms & conditions
- Enter your Email address and Password:
- Enter your email server's SMTP Host and Port
- Click Save
Using two-factor authentication? You'll need to create a password to use with Upsales. This is called a "third party app password". Your email client will have instructions for setting this up (for example here's Apple's guide to creating an app-specific password)
Emails that bounce are returned to your own mailbox. They are not registered in Upsales.
How to find your email server's SMTP information
Your IT team should be able to give you email server SMTP information. Or try these guides: