How Do I Connect my email Account (Gmail, Outlook, or Custom SMTP IMAP)?

GMAIL

  • Gmail: We have an easy authentication button to connect and authorize your Google Apps or Gmail account to Replyify.  Go here to connect.


Office365

  • Office 365: You have to set up your 'Advanced SMTP' for sending and your 'Advanced IMAP' for receiving emails.  These are two separate steps with the input values listed below.  Go to Setup your SMTP here or go to your IMAP settings here.   Think about it like setting up a new email account on your iPhone.
  1. Host
    SMTP = smtp.office365.com
    IMAP = outlook.office365.com
  2. Username   Your email address
  3. Password  Your email password (NOT your Replyify password)
    Your password is encrypted and secured
  4. Port
    SMTP = 587
    IMAP = 993
  5. Use Ssl?
    SMTP = UNCHECK (OFF) the SSL box since it uses TLS.
    IMAP = CHECK (ON) the SSL box 
  6. Check the option to Make This My Default SMTP Server   then Save Credentials and Click the 'Test Connection' to verify you have a successful connection.  If you receive an error make sure all of your credentials are correct then save and test.

Troubleshooting Connection Failures for Office365:

  1. SMTP - Make sure to UNCHECK the Use SSL  option
  2. IMAP - Make sure to CHECK the Use SSL  option
  3. Make sure your username and password are correct: they are usually case sensitive
  4. Check with your administrator to confirm the port and your credentials.
  5. Your company may be using an 'App Password' for Office 365 which is essentially 2-factor authentication.  Here's an article from Microsoft with instructions.

Outlook (Exchange)

  • Outlook: You have to set up your 'Advanced SMTP' for sending and your 'Advanced IMAP' for receiving emails.  These are two separate steps with the input values listed below.
  1. Host
    SMTP = smtp.Insert_Your_Company_Emaildomain.com
    IMAP = imap.Insert_Your_Company_Emaildomain.com
  2. Username  your email address
  3. Password Your email password (NOT your Replyify password)
    Your password is encrypted and secured
  4. Port
    SMTP = 587
    IMAP = 993
  5. Toggle the Use SSL checkbox on or off depending on your email server configuration
  6. Check the option to Make This My Default SMTP Server  then Save Credentials and Click the 'Test Connection' to verify you have a successful connection.  If you receive an error, select the box (with a checkmark) for SSL, then save and test.
  • If you are having trouble connecting your Gmail account, you may need to contact your IT manager and ask them to Whitelist Replyify.  Here's a link you can send them since it's new Google feature.

Arghhh!  I've done all of this and my email account still isn't working!

This can be frustrating but have no fear.  IT Administrators have a lot of options for configuring and securing their mail server and sometimes all you have to do is ask them if you've tried different 'ports', confirmed your password, and toggled 'SSL' on or off.  We're happy to make a Replyify technical representative available to speak with you or your IT Admin if required to get your account set up.  Just let us know. 

How do I connect or re-connect my email account?

If you get a notification from Replyify in-app or via email that your email account is disconnected, please visit your Email Account settings to 'Test the Server Connection' and refresh your login credentials.  

How Do I create or edit an email signature?

You can create or edit an email signature in your Sending & Preference section of Account Settings.  You can also create or edit an Email Signature when you are creating or editing any email step in your Campaign Section.
For a more detailed response, please visit the Email Signature FAQ.

!!! IMPORTANT NOTE ABOUT SIGNATURES AND SMTP !!!

Signatures are used as the identity of the sender, not just the content to add to the end of your email copy.  That being said, you just make sure that your From Address of the email signature has permission to send from whichever SMTP server you are using to send.

Remember each step in your campaign sequences may have a different signature.  If you have existing campaigns and are making changes to signatures and SMTP credentials you need to check each step in your campaign to make sure it has the correct signature selected with the correct permissions.

Configuration of account wide settings?

Your preferences control the default settings for your campaigns and account. You can override some settings at the campaign level.  Here are available settings and an explanation of each configuration options.

  1. Default Timezone: Set your default time zone which will used to calculate your delivery windows based on your daily campaign start time.
  2. Maximum Emails Sent Per Day: The default setting across your account is 250*.  You can edit this setting, but your mail server may throttle your sending based on your email activity.  Here is a Google's position on this.
  3. Minimum Seconds Between Emails:  Replyify will send emails at randomized time intervals until your campaign or account maximum email threshold is reached. This setting is the minimum time between each send.  The default is 25 seconds.  
  4. Track Replies For Converted Contacts: If a prospect replies to an email and you do NOT mark them as 'Converted' then each subsequent reply from them will appear in your reply section.  Mark the prospect as 'Converted' and make this setting 'No' to prevent future replies from appearing in the your ToDos section.
  5. Outgoing BCC Email: If your CRM provides a 'BCC' email option to update activities, you can save that email address in this field.  If you added a BCC email but it's not updating your CRM, check out this article.
  6. Detected Reply Rule: When a contact replies to one of your emails and you view the reply in Replyify ToDos, you can choose to mark the email as read or unread in your inbox by choosing the appropriate option for this setting.
  7. Default Campaign Start Time: Set a default start time for a campaign to deliver with respect to your set default timezone.  You may set a campaign start time for each campaign which will override this setting.
  8. Default Campaign Execution Days: Select which days of the week on which you want emails to be sent.  'Unchecked' days will be skipped when Replyify attempts to deliver your scheduled campaigns.

Contact Fields

Manage the custom fields that are visible for your Contacts.  'Contact Fields' describe the data associated to a contact that was 1) imported from SellHack 2) uploaded via a file import 3) added manually.

Replyify will attempt to automatically match a contact field to a data point on import or upload.  On import/upload, if a Contact Field is not recognized and automatically mapped, a new 'Contact Field' will be automatically created if you don't select the option to exclude from the import.  Each new Contact Field will become available in the 'Variables' section (need a link to the variables section here) of the email campaign.  If a 'Variable' is inserted into the body of an email, it will automatically insert the data point mapped to the Contact Field.  

Importing data, over time from multiple data providers, could lead to an excessive number of 'Contact Fields' (and subsequently variables).  In this section of your Account Settings, you can 'Edit' to add or remove 'Contact Fields'.

Notifications

We're currently evaluating the most efficient and flexible options to enable automated email or in-app notifications.  Please submit your feature requests for what you'd like to see happen with 'Notifications' by emailing us at team@replyify.com

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