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Manage Email Accounts

Updated over a month ago

The Manage Email Accounts feature enables you to easily connect and control all your email services in one place. Whether you're using Google Workspace, Microsoft, DFY, or a custom IMAP/SMTP provider, this allows you to manage your email settings, schedules, and connection statuses from a centralized dashboard, ensuring smooth and efficient email management.

In this documentation, weโ€™ll walk you through the steps to:

Letโ€™s get started ๐Ÿš€

Add Email Account

Step 1: Log in to your account and click on the Accounts icon on the left side of the interface.

Step 2: You will navigate to the Email Account Tab, where you will see all the connected emails.

Step 3: Click on the Add New button located at the top right corner to connect your email account.

For more steps and further information, please refer to the Add Email Account documentation.

Configure Email Settings

Each email account includes settings to fine-tune how it behaves in your cold outreach campaigns.

Step 1: On the Email Accounts page, locate the sender you want to modify. Click the Vertical Ellipsis button under the Options column.

Step 2: Select Configure to open the configuration modal.

Fields in the Configure modal:

Field

Description

Name

The sender's name that appears in the recipientโ€™s inbox (editable).

Reply-To

An optional field where you can direct replies to a different email address (if needed).

Rampup Schedule

A week-by-week control panel for scaling up your daily email sends gradually over 10 weeks.

Edit Rampup Schedule

The Rampup Schedule is especially critical for protecting your sender reputation and deliverability. By default, the ramp-up starts low and increases weekly.

Step 1: Click the pencil icon (โœŽ) to begin modifying your sending schedule.

Step 2: The ramp-up schedule will open in edit mode, displaying email sending limits for each week (Week 1, Week 2, etc.).

Step 3: Click on the number under each week (e.g., 6, 8, 10) to manually enter your preferred number of emails to send for that week.

Step 4: Click the "Generate Schedule" button. A dropdown panel will appear with input fields:

  • Start โ€“ Enter how many emails should be sent in Week 1.

  • Increment โ€“ Enter how many additional emails to add each week.

  • Duration โ€“ Enter the total number of weeks for your schedule.

Note: There is no cap on email sending limits. Clients can send an unlimited number of emails from their configured mailboxes.

Step 5: Click the Generate button to apply the ramp-up schedule based on the values you entered.

Step 6: Toggle between Daily and Weekly modes depending on how frequently you want emails to be sent:

  • Daily โ€“ Emails sent per day

  • Weekly โ€“ Total emails sent per week

Step 7: Click the Done button to save your changes and return to the main configuration modal.

Step 8: Once changes are made, click the Update button at the bottom to save your settings.

Delete Email Account

To remove an email account from your system:

Step 1: Click the Vertical Ellipsis button and select the Delete option.

Step 2: A confirmation modal will appear; click the Delete button to confirm and proceed with account removal.

Once the account is successfully deleted, a confirmation message "Account deleted successfully" will appear at the bottom-left corner of the screen.

Filter Accounts

You can filter email accounts based on their connection status using the Connection Status dropdown. This helps you quickly view accounts that are currently active or need attention.

Step 1: Click the Filters button on the top right of the interface.

A modal window will appear, giving the following filter options:

Filter Type

Description

Connection Status

Filter email accounts by connection state:

  • All

  • Connected

  • Not Connected

Provider

Filter accounts by email service provider:

  • Gmail

  • Outlook

  • Others

Campaigns

Filter by assigned campaign(s). You can select one or multiple campaigns.

Step 2: After setting your filters, click the Show Results to apply them and update the account list accordingly.

View Stats

You can view key metrics about each mailbox's ramp-up and sending status.

Information Displayed:

Field

Description

Week

Current week in the ramp-up schedule

Daily Emails Sent

Number of emails sent today

Current Max Allowed

The current daily send limit for that mailbox

Last Refresh

Time since the mailbox last synced or refreshed

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