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, we’ll walk you through the steps to:
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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 recipient’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 (✎) 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.), then click the Next button.
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 Update button to apply the ramp-up schedule to your system.
Send Emails
You can send campaign emails directly to the selected recipients.
Step 1: Click the Vertical Ellipsis button and select the Send Emails option.
A modal window will appear of Sent test email.
Step 2: In the Recipient tab, enter the recipient email address and click Next to proceed.
Step 3: In the Campaign tab, select the campaign whose email content you want to test.
Step 4: Click Send to deliver the test email.
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 |
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:
|
Provider | Filter accounts by email service provider:
|
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.