Hello there, Saleshandy users! 👋

Did you know that SalesHandy is your ultimate ticket to connecting any email account or provider you want? 📧 That's right! With the SMTP/IMAP method, you can send all your campaigns using the email accounts of your choice. Talk about flexibility! 😎

Saleshandy lets you connect any email account using SMTP/IMAP method. While SMTP (Simple Mail Transfer Protocol) allows you to send emails from one email to another, IMAP (Internet Message Access Protocol) allows you to access emails from any inbox.

SMTP/IMAP

How to Connect Any Email Account/Provider with SalesHandy via SMTP/IMAP Method?

SMTP/IMAP is one of the most common methods to connect your email account, which means you can connect even those email accounts for which native integration (single click connect) is available, like Gmail.

Important: We have used "Google" as an example of an email provider.

⚠️ Before moving forward, Ensure you have enabled IMAP Settings, Enabled 2 Step Verification, and Created an App Password.⚠️

To learn more about it, check out the Collapsible Sequences below.

How to enable IMAP settings in your account?

Important: We are using "Google" as an example of an email provider.

🪜Steps to Follow

Step 1️⃣

First, you must log in to your email account using your email client or webmail interface.

On your computer, open Gmail. Once you're logged in, look for the account settings section. It's usually located in the upper-right corner or under a drop-down menu.

Click on Settings in the top right corner and then click on See all settings

Step 2️⃣

Within the account settings, keep an eye out for a specific option labeled "IMAP Settings" or "Incoming Mail." Click on it to find a switch or checkbox to enable IMAP. Toggle it on, and don't forget to save the changes before exiting the settings page. ✅

For GMAIL,

Click the Forwarding and POP/IMAP tab
In the IMAP Access section, select Enable IMAP.
After enabling IMAP, locate a button or link to save the changes you made to the settings. It could be labeled as "Save," "Apply," or "Update Settings." Click on it to Save Changes✅.

Once IMAP is enabled and configured correctly, you should be able to access your email using an IMAP client or sync your emails across multiple devices that support IMAP.

Note:

Configure additional settings (optional): Depending on your email client or provider, you may need to configure additional settings such as the incoming mail server address, port number, encryption type, or authentication method. Refer to your email provider's documentation or support resources for specific instructions.
Restart your email client (if necessary): If you use an email client like Microsoft Outlook or Mozilla Thunderbird, you may need to close and reopen the program for the changes to take effect.

How to Enable 2 Step Verification Process?

Setting up 2-Step Verification for your email account is usually a straightforward process.

📺 Video Guide

For Google as an Email Provider,

An animation showing how to turn on 2-Step Verification in your Google Account

🪜Steps to Follow

Log in to your email account: Open your email client or access the webmail interface and enter your login credentials (username and password).
Access account settings: Look for an option or menu labeled "Settings," "Account Settings," or your account name. It's usually located in the upper-right corner or under a drop-down menu.
Find the 2-Step Verification settings: Search for an option related to 2-Step Verification or 2-Factor Authentication within the account settings. It might be listed as "Security," "Privacy," or "Login and Security."
Enable 2-Step Verification: Once you've found the 2-Step Verification settings, follow the prompts to enable it for your email account. You may be asked to choose your second factor, such as receiving a verification code via SMS, using an authenticator app, or utilizing biometric authentication.
Follow the setup instructions: Depending on the chosen method, you must follow the specific instructions provided. This may involve verifying your phone number, scanning a QR code with an authenticator app, or setting up biometric authentication if supported.
Test and finalize: Once you've completed the setup, try logging out and logging back into your email account. The system should prompt you for the second factor to verify your identity. This ensures that everything is functioning correctly.

For Google as an Email Provider,

Open your Google Account and select Security in the navigation panel to enable it.
Click GET STARTED
It will prompt you to log in again.
Set up your phone for Two Factor authentication
Enter the code you’ve received to your phone number to confirm.
Once you’ve confirmed, click Turn On
2-Factor Verification has been enabled now.

Google Tutorial: https://support.google.com/mail/answer/185839?sjid=3425270997313568304-AP

How to Create an App Password?

Setting up App Passwords for your email's SMTP/IMAP settings is a breeze! Please click on your ESP (Email service provider) from the below list or follow the steps mentioned below:

If you don't find your email service provider in the list above, you can contact your IT person or the email account support team to help set up your App-specific Password.

🪜Steps to Follow

1️⃣ Log in to your email account on your email provider's website. Head to their login page if you use Gmail, Outlook, Yahoo, or another provider.

2️⃣ Look for the account settings or security options. These may be located in different places depending on your email provider, so keep an eye out for keywords like "Security," "Account Settings," or "Two-Factor Authentication."

3️⃣ In the Account Settings, find the section related to App Passwords or third-party access. Click on it to Proceed.

4️⃣ Follow the instructions provided by your email provider to generate an App Password for SMTP/IMAP settings. They'll guide you through the process, and you may need to select the specific device or application you want to generate the password for.

5️⃣ After generating the App Password, you'll receive a unique code. Take note of it(Copy); you'll need to enter it into your email client or application.

6️⃣ Open your Saleshandy Account that uses SMTP/IMAP settings. Go to Settings > Email Account > Add Email Account > SMTP/IMAP > Connect Single/Bulk Email Account Enter your Email Address and paste the App Password you generated earlier.

Mission accomplished; you've successfully created an App Password for your email's SMTP/IMAP Settings.👏

Note:

Ensure you copy the App Password when generated because the password is visible only once.
If your ESP does not support App-specific Passwords, you can disable the two-factor authentication for your email account and use the regular password to sign in at Saleshandy.

🪜Steps to Follow

Step 1️⃣ : Add a new account with SMTP/IMAP

It's time to choose your email provider. Let's make things simple! Select the Option SMTP/IMAP to connect your Email Service Provider Account.

Step 2️⃣ : Choose an option to connect email accounts either in bulk or individually.

Note: We're going forward with Connect Single Account. For Bulk Import Via CSV, Click Here.

Step 3️⃣ : Select the Email Provider

Select 'Gmail/Gsuite' as an Email Provider option. No more struggling! You select your Email Provider type, and Saleshandy will automatically pull out the required info. (SMTP Host, SMTP Port, Encryption)

Step 4️⃣ : Test SMTP/IMAP Connection

Add your Email Address & Password (⚠️Note: This will be your App Password)
Click on Test SMTP Connection; for IMAP Details, you can use the Toggle to use the same username and password from SMTP. Once Done, Click on Test IMAP Connection
Click on Connect & Save.

Note:

Instead of using an email account password, using an app password to connect an email through SMTP/IMAP method is recommended. Especially if you're connecting a Gmail, Zoho, or Yahoo email account. An app password lets you connect your email account seamlessly with any email client through SMTP/IMAP method.
Ensure that IMAP is enabled for your email account beforehand. Many ESPs keep it turned off by default, so you need to enable it; otherwise, the IMAP might not work.
Ensure that SMTP is enabled for your email account. Most major ESPs keep SMTP enabled by default. However, you might need to enable it in case of some less-common ESPs.

FAQs (Frequently Asked Questions)

What is the maximum number of email accounts i can connect to Saleshandy?

The maximum number of email accounts you can connect is 500. However, you can connect your email accounts to a sequence based on your pricing plan.