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


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


  • 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 =
    IMAP =
  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 (server name)
    SMTP =
    IMAP =
  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.


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 Account 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. Default Campaign Start Time: The time you enter will be your default time to start campaign delivery of emails and creating of ToDos.  You can override this setting in Campaign Settings or on each step of the campaign in 'advanced settings.'
  3. Default Campaign Execution Days: You can select or deselect the ONLY days of the week your campaign will deliver emails based on the wait periods between email steps.  You can override this setting in your Campaign Settings.
  4. 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.  (Before you add Salesforce BCC email address, consider if you'd like to use our built in bidirectional integration with Salesforce.  Contact us for more info.)
  5. 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 and you should consult your email server's policy on maximum emails per day.
  6. 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.  
  7. Out of Office Rule: Uncheck this option if you do NOT want to pause the sequence if we detect the phrase 'out of the office' or 'out of office' in a reply.  If you uncheck this, you can also tell Replyify what to do with the OOO autoresponder.  When We Detect An Out Of Office, you can instruct Replyify to Delete, Archive and Move to a specific folder in your inbox, or leave the OOO in your inbox.
  8. 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 uncheck this setting to prevent future replies from appearing in the your ToDos section.
  9. When A Contact Replies: 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.  I like to keep this as 'unread.'  In the ToDos section I can reply add a reminder and even move the message to a specific folder to keep my inbox organized.
  10. When We Detect A Bounce Report: Use this setting to tell Replyify what to do with a detected bounce notification.  You can leave it in the inbox (which can get messy), delete/archive, or move it to a specified folder.  (my preference is delete)

Warm Up Account

Warming up your email account is a good idea for:

  • New email accounts
  • New mail server
  • Email accounts that haven't sent higher volumes of cold emails before
  • Recently changes DNS settings (ie - SPF or DKIM added)

Warming up an account used to be a tedious but important function to maximizing deliverability.  You want to avoid big spikes and coming out of the gates sending too many emails.  Now you can control the number of emails you send, the rate at which volume will increase and over how many days you'd like to warm up the account.

Based on your saved settings, Replyify will automatically manage this process so you don't need to log in and adjust your settings every day for three weeks.  The warm up option will be available after you edit/sett your Account Preferences for the first time.  And, if you started to warm up your account and decide you're too cool for school, just edit your 'Maximum Emails Sent Per Day' settings in your Account Preferences.

ps - check out this post on Deliverability for more context on why we added this feature.

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' dropdown for either the subject line or message body of your 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'.


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

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