Hello there, Saleshandy users! 👋
Woohoo, you're here! We're like throwing a party because you're now part of our big, friendly Saleshandy family! ❤️
Imagine we're your explorer buddies, and we've got a super cool treasure map just for you! 🗺️ This map isn't about finding gold, though—it's about discovering all the super cool things you can do with SalesHandy. And trust us, it's as fun as a roller coaster! 🎢🤓
You're officially part of the crew now! 🎉Get ready to have a blast on this onboarding journey with us! 🚀
Getting Started with Saleshandy
💡Important: Keep this Article open, and kindly open the links on a new page
Checklist:
Connect your Email Account
💡How to Connect Google Microsoft Email Account to Saleshandy? - Link
💡SMTP/IMAP: How to Connect Any Email Account/Provider with SalesHandy? - Link
🗃️How to Connect your Email Account in Bulk via SMTP/IMAP? (Optional if you want to connect Email account in bulk via IMAP/SMTP) - Link
Setup DNS Records
Setup Custom Tracking Domain - Link
Setup Email Signature - Link
Setup Email Warmup - Link
Check Sequence Score (Email Setup Score) - Link
Step 1️⃣ Setup your Salehandy Account
📌 Quick Note: So, Saleshandy has Two Types of Email Addresses you need to know about. It's like having a secret identity and a superpower – both are special! 🦸♂️
Login Email | Email Service Provider(ESPs) |
Used For
| Used For
|
💡And guess what? Both Login & Email Service Provider Emails can be Different.
Step 2️⃣ Connect your Email Account
You can connect your Email Account in Two ways, actually Three.
Google/Microsoft Native Integration
SMTP/IMAP
Bulk SMTP/IMAP
To Add your Email Account: Settings > Email Accounts > Add Email Account. Follow the Steps mentioned below and open the articles in a new tab while keeping this tab open.
Google/Microsoft | SMTP/IMAP | Bulk SMTP/IMAP |
📌 Remember
| 🌟Prerequisite | 🌟Prerequisite
|
Checkout the Article:
| Checkout the Article:
| Checkout the Article:
|
Step 3️⃣ Setup DNS Records
You need to set up two DNS Records primarily.
SPF
DMARC
⚠️ Important: Setting the SPF & DMARC record is not applicable if you use a free email account like gmail.com, outlook.com, or yahoo.com. You can set it up only using a business email with your domain attached (i.e., [email protected]).
Note: The examples below assume that Google is your domain and mail provider.
How to Set up SPF Records?
If SPF records are missing, you must create a new TXT record. Hence, you will need access to your domain's DNS manager.
📺 Video Guide
🪜Steps to Follow
If SPF records are missing, you must create a new TXT record. Hence, you will need access to your domain's DNS manager.
Sign in to your domain account (In our case, it's Google domains). In your case, this might be GoDaddy, Squarespace, Namecheap, etc.
Go to the DNS page to update your domain’s DNS records, DNS Management, Name Server Management, or Advanced Settings.
Please check with your IT and/or provider if your domain already has an SPF record. Find your TXT records and check if your domain has an existing SPF record.
The SPF record starts with “v=spf1…”.
Create a TXT record with these values:
Name/Host/Alias - Enter @ or leave blank
Time to Live (TTL) - Enter 3600 or leave the default.
Value/Answer/Destination - Enter v=spf1 include:_spf.google.com ~all
The DNS manager should have only one SPF record, even if the user uses multiple Email service providers. So, deleting the one that is already there is not always the best choice since it might cause issues with other tools you're using. Instead, you want to include more providers in your existing SPF.
Example: Let's say that you already have an SPF that includes Google at the moment.
v=spf1 include:_spf.google.com ~all
If your email provider is not Google, please double-check with your email provider what is the correct value to use; we cannot confirm on our end.
You'd like to include Zoho in this SPF since Zoho is your email provider. You want to modify the existing SPF, which now looks like this. This can take up to 72 hours to reflect.
v=spf1 include:_spf.google.com include:_spf.zoho.com ~all
List of standard SPF values for some of the most common ESPs.
Email Service Provider (ESP) | SPF Value |
Gsuite | v=spf1 include:_spf.google.com ~all |
Microsoft | v=spf1 include:spf.protection.outlook.com ~all |
Zoho mail | v=spf1 include:zoho.com ~all |
Sendgrid | v=spf1 include:sendgrid.net ~all |
Godaddy | v=spf1 include:secureserver.net ~all |
Amazon SES | v=spf1 include:amazonses.com ~all |
Yahoo mail | v=spf1 include:_spf.mail.yahoo.com ~all |
Yandex mail | v=spf1 include:_spf.yandex.net ~all |
How to create a TXT record in the common DNS providers.
How to check if my SPF is set correctly?
You can go to this website and enter the domain of that email address. If it shows a green checkmark next to SPF ✅, it means an SPF record has been added to that domain, but it doesn’t necessarily mean it is correct. You can click on SPF, and it will show the SPF value added in the DNS manager. You can review that value to check whether the SPF value is correct or not.
How to Setup DMARC Records?
If DMARC records are missing, you must create a new TXT record. Hence, you will need access to your domain's DNS manager.
📺 Video Guide
🪜Steps to Follow
To generate a DMARC record value for your domain, open this website & enter your domain & click Submit button.
If your domain doesn't have a valid DMARC, it will display an X next to DMARC. In that case, you can click the NEXT button to generate a preferred DMARC record.
In the end, you will see a text value generated. You can copy the value displayed.
You can log in to your DNS provider and locate the area where you can manage your DNS records.
Add a new TXT record to your DNS records.
The name of the record should be "_dmarc" and the value should be the text file containing the DMARC record.
Name: _dmarc
Save the changes and wait for the DNS changes to propagate.
Note: The maximum wait time to let the DMARC reflect is 1 hour. Hence, if it does not reflect, please wait for 1 hour, and you will see it verified :)
Google tutorial: https://support.google.com/a/answer/2466563
How to check if an email account has DMARC set correctly?
Please take a look at the link below to check whether your DMARC records are set up.
Step 4️⃣ Setup Custom Tracking Domain
📺 Video Guide
🪜Steps to Follow
1️⃣ Pick a domain
When you’ve purchased or picked an existing domain, it's necessary to create a subdomain for it. For example, if you have a domain with the name examplehq.com, you can create subdomains like link.examplehq.com or go.examplehq.com using CNAME records.
2️⃣ Create a CNAME record in the DNS manager
Once you've picked up a domain or registered a new one, let's proceed and set a CNAME record for your domain. You will find this in the "DNS Settings" of your chosen registrar. (we have chosen GoDaddy here, attached a list of popular domain registrars at the bottom)
It's easy to create a new CNAME type record using the details.
No. | Field | Value |
1 | TYPE | CNAME |
2 | NAME or HOST | go or link or get |
3 | HOSTNAME or VALUE or POINTS TO | watch.saleshandy.com |
Note: When you choose a host as "go" for the domain getsaleshandy.com, your custom tracking domain would be go.yourdomain.com; in our case, it's go.getsaleshandy.com, pointing to watch.saleshandy.com. And Save it.
Note: Sometimes, it will take only a few minutes to propagate it, but It may take up to 72 hours to propagate your CNAME record. Therefore, after setting your record in step 2, you can verify whether your DNS changes are updated.
DNS Settings for Common Hosting Provider:
Step 5️⃣ Setup Email Signature
📺Video Guide
🪜Steps to Follow
Log in to your Saleshandy web app at my.saleshandy.com.
Navigate to Settings >> Email Accounts.
You can choose the Email Account to which you want to Add a Signature.
Please be sure to look for the 'General Settings' option within that email account.
You can scroll down the page to find the designated box where you can enter and customize your email signature.
If you're looking for a detailed guide, check out the article: ✍️Email Signature: What, Why, and How to Set it Up?
Step 6️⃣ Setup Email Warmup
We have partnered with TrulyInbox, a specialized email warm-up service, to provide you with a better and more reliable solution.
TrulyInbox offers a free solution that allows you to connect unlimited email accounts, but you can start warming up your emails according to your plan details. This service will remain free for Saleshandy Paid users according to the Saleshandy Plan details.
🪜Steps to Follow For Email Warmup
Log in to Trulyinbox.
Add Email Account. (You can connect your ESP via SMTP/IMAP only.)
Gmail
Enable IMAP Settings
On your computer, open Gmail.
Click on Settings in the top right corner
Click on See all settings
Click the " Forwarding and POP/IMAP" tab
In the " IMAP Access" section, select "Enable IMAP".
Click Save Changes.
Enable 2-Step Verification
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.
Create an App Password
Go back to the Security page https://myaccount.google.com/u/1/security and click on App passwords or Search App Passwords in the Search bar.
To confirm your identity, you will be prompted to enter your password again.
Under App and Device, select "Mail" for the App and "Other (Custom)" for the Device.
For organizational purposes, you can name it "TrulyInbox" and then click on "Generate".
An application-specific password will be automatically generated. Make sure to copy and save it in a secure location. Once you've copied the password, click on "DONE".
Add a new SMTP account.
Select 'Google' as a connection option.
Add Email address & app password.
Test your connections.
Click on 'Connect & Save'.
Microsoft
Add Email Account
Select Microsoft and click on sign in with the email and click on Next
Enter Password
That's it. You've successfully connected Microsoft Account for Email Warmup
SMTP/IMAP
Add Email Account
Enter SMTP Details
Choose an Email Service Provider from the below list.
Gmail/Gsuite
Office 365
Outlook.com/Hotmail.com/Live.com
Yahoo Mail
Zoho
GoDaddy
Yandex
Enter Sender Name
Enter Email Address
Enter App Password
Enter SMTP Host
Enter SMTP Port
Choose Encryption
Click on Test SMTP Connection
Enter IMAP Details
You can use the same username and password from SMTP
Enter Email Address
Enter App Password
Enter IMAP Host
Enter IMAP Port
Choose Encryption
Click on Test IMAP Connection
Click on Connect & Save.
Congratulations! 🎉 You've successfully completed the technical setup of your Saleshandy account, and you're now equipped with the tools and knowledge to supercharge your email productivity. You've connected your email accounts, set up essential DNS records, established a custom tracking domain, crafted a professional email signature, and even begun the email warm-up process with TrulyInbox. You're well on your way to becoming a Saleshandy pro!
But hold on tight because the adventure is just beginning. In our next article, we'll delve into the exciting world of email campaigns and sequences. 💌✨
Stay tuned for the upcoming article where we'll explore:
🚀 How to Set Up and Launch Email Campaigns: Learn the art of crafting engaging email campaigns that drive results. We'll guide you through creating, scheduling, and analyzing the performance of your campaigns.
🌟 Mastering Email Sequences: Discover the power of automated email sequences to nurture leads and build lasting relationships. We'll show you how to create, personalize, and optimize your sequences for maximum impact.
So, buckle up for this thrilling journey as we uncover the secrets of successful email marketing with Saleshandy. Your inbox is about to become a powerhouse of productivity, and your outreach efforts will reach new heights. 🚀📨
Stay connected with Saleshandy, and let's make your email game stronger than ever!💪
See you in the next article! 👋😊