How do I send emails with SMTP?

Set it up

You can connect just about any email address to Mailshake by adding an SMTP mail account. 

1. Click Mail Accounts in the left side menu

2. On the Mail Accounts page, click the pink + in the lower right corner of the page.

3. Choose SMTP then click Next

Enter your credentials

4. To connect with SMTP, you'll need the following information:

  • Email Address
  • Full Name used for sending
  • SMTP Host (Server Address) and Port Number
  • SMTP Username (this is usually your email address)
  • SMTP Password
  • IMAP Host (Server Address) and Port Number
  • IMAP Username (this is usually your email address)
  • IMAP Password
Note: If you're unsure of any of the above information, you'll need to reach out to your mail provider's support team to get the right information. SMTP/IMAP info is different for every mail provider so they'll be your best contact to get the right information. For more details, check out How do I find my SMTP/IMAP server address and port number?

5. Enter in the email address you'll be sending from as well as the "from" name. 

Important: This must be an email address allowed by your email provider or you may have errors and/or end up in spam.

6. Enter the SMTP information you've gathered from your mail provider.

6. Enter the IMAP information you've gathered from your mail provider.

Important: This is a crucial step so that Mailshake knows when how to stop your follow-up sequences, record replies, create leads, and allow you to reply back to emails from within Mailshake. 
Tip: Usually the "username/password" is the same as in your SMTP settings but make sure to refer to the exact information your mail provider provided

7. Click Next. The system will start processing your information and attempt to connect.

I'm receiving an "Internal Error" or "Inbox Checking Settings Incorrect" error message.

Check out this guide for more details: Why am I receiving an "Internal Error" or "Inbox Checking Settings Incorrect" error message when connecting SMTP?

Troubleshooting Microsoft Exchange

If you are connecting a Microsoft Exchange account, you may need to expand the "Microsoft Exchange options" section and enter a custom Exchange server. This would look something like  my-exchange-server.my-company.com 

Note: We highly recommend using our native Microsoft OAuth integration. You can find the steps in our Microsoft Guide.

Test it out

After you've added your mail account, we strongly encourage you to send a test campaign. Create a campaign where you send to a few different email addresses. Sign into your email inbox for those test addresses and reply back. After waiting a few minutes, check your Mailshake campaign again to make sure the replies came through.

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