Want to use Upsales email features with an account that isn't Gmail or Office 365? Connect using SMTP.
This article overs:
- 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
- See your sent emails inside Upsales and in your Sent Items folder
How to connect your email with SMTP
This only works when you don't already have Gmail or Office 365 activated
- Either click the + sign → Email, or click an email address in Upsales:
- Click Connect Other (SMTP):
- Accept the terms & conditions
- Enter the email address and password used to log into your email account
- Add your SMTP host and email servers 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)
How to find your email server's SMTP information
Your IT team should be able to provide your email server's SMTP information. Otherwise try these guides: