Once you sign up to PeopleLinx, you can connect a sending email address to start sending and receiving email messages. You can add one or a few addresses hosted by any service provider.
Please note. This step is suggested but not required to be the first one. You can add a sending email address later, e.g., as soon as it becomes necessary for you to launch sequences that involve sending email messages to your contacts. This means you can skip this step if needed and explore PeopleLinx's functionality first to see how it works.
Important. Connecting a sending email address is only mandatory for launching sequences that include email steps (both manual and automatic).
To add a sending email address, follow these steps:
Click your name on the top right corner to expose a drop-down button from the top header menu and select Settings.
Navigate to the Email Accounts tab.
Click New email account. Click Create Manually and then the wizard for connecting email addresses will be shown.
Select your email provider and click Continue.
Connecting a Gmail account
To connect your Gmail account to PeopleLinx:
Select Gmail in the Setup email account for sending pop-up window
Select an account you want to connect to (in case of multiple Gmail accounts). You have to be logged in to the email account that you are trying to add to your browser
Important. Check if you have enabled IMAP and Less Secure Apps access to assure a stable connection.
In your Gmail account, click Settings
Navigate to the Forwarding & POP/IMAP page
Check the Enable IMAP checkbox (if disabled)
If you experience problems with the automatic connection of the Gmail account, select the Other provider option and enter your settings manually:
Gmail settings
IMAP host - imap.gmail.com
IMAP port - 993
IMAP password - Your Gmail password
SSL enabled
SMTP host - smtp.gmail.com
SMTP port - 465
SMTP password - Your Gmail password
SSL enabled
Connecting an Outlook/Office 365 account
To connect to an Outlook/Office 365 account, select the Outlook or Exchange Single click icons. Enter your account credentials and confirm them.
Check out Connecting an Outlook/Office 365 email account article (coming soon) for a detailed guide.
Connecting a Microsoft Exchange account
To connect PeopleLinx with your Exchange account, select the following option:
Exchange (On premise). This connection type is recommended to be used for your EWS on private servers email accounts.
Enter your account credentials and Endpoint and confirm them.
For "Other provider" types of connection, please note that the test connection should be green for both IMAP and SMTP settings meaning that PeopleLinx has successfully connected to your email account. If something is wrong and you see a red sign, hover over it to read the message. That can help to troubleshoot the connection from your side.
If you want to connect an email account from a different email provider, make sure it supports the IMAP and SMTP protocols. You can find Host Names and Port Numbers in the documentation of your email provider. IMAP must be enabled in your email account and it must support third-party apps connection.
If you experience problems connecting your email account, please contact our support to help you resolve the issue.