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Setting Up Your Mailboxes

Mailbox Settings allow you to connect and manage the email accounts used for cadences. From here, you can add new mailboxes, set daily/hourly send limits, enable tracking, and manage opt-outs and signatures. This ensures your outreach is delivered securely, compliantly, and with the best possible deliverability.

By connecting your mailboxes, you make sure cadence emails are sent directly from your chosen accounts — improving personalisation and success rates.

 

 

Why Mailbox Settings Matter

  • Improve deliverability → Emails are sent from verified accounts.
  • Stay compliant → Manage opt-out messaging and authentication checks.
  • Control sending → Use safe daily/hourly send limits to avoid blacklisting.
  • Track engagement → Enable click tracking to measure interactions.
  • Personalise outreach → Add custom signatures per user.

 

 

Navigating Mailbox Settings

To access Mailbox Settings:

  1. Go to Settings → Mailbox Settings.
  2. Here, you’ll see an overview of all connected accounts.
  3. The table view displays:
    • Account → Connected email address
    • Limits → Max daily/hourly sends
    • Status → Active/inactive toggle
    • Connection → Authentication checks (SPF, DKIM, DMARC)
    • Remove → Option to disconnect a mailbox

 

 

 

Adding a New Mailbox

  1. Click Add New Email in the top-right corner.
  2. Enter the email address you want to connect (e.g. Gmail, Outlook, Yahoo, business domain).
  3. The system auto-detects the platform and guides you through:
    • Logging in with your password and confirming permissions, or
    • Following the provider’s authentication steps.
  4. Once connected, the mailbox will appear in your list with status indicators.

 

 

 

Configuring Mailbox Details

After connecting, click into a mailbox to configure individual settings.

Sender Information:

  • Sender Name → The name displayed to recipients.

Sending Limits:

  • Daily Sending Limit → Maximum emails per 24 hours.
  • Hourly Limit → Maximum emails sent per hour.

Email Settings:

  • Enable Bulk Sending → For larger, marketing-style sends.
  • Enable Click Tracking → Measure link engagement (recommended off for deliverability).
  • Opt-Out Message → Add a compliance message to cadence emails.

Signature:

  • Add a custom email signature, including text, formatting, links, or images.
  • Helps maintain professionalism and brand consistency.

 

 

Managing Existing Mailboxes

Once mailboxes are connected, you’ll see them listed in your Mailbox Settings dashboard. Each mailbox has a number of configurable elements:

  • Type → The provider (e.g. Gmail, Outlook, Yahoo, custom domain).
  • Account → The connected email address.
  • Max Day → Maximum number of emails sent per day.
  • Max Hour → Maximum number of emails sent per hour.
  • Click Tracking → Toggle to enable/disable link tracking.
  • Status → Shows authentication checks for:
    • SPF → Sender Policy Framework validation.
    • DKIM → DomainKeys Identified Mail validation.
    • DMARC → Domain-based Message Authentication, Reporting & Conformance.
    • Website → Confirms linked domain status.
  • Active → Switch to activate or deactivate the mailbox for sending.
  • Connection → Option to disconnect/reconnect the account if needed.
  • Remove → Permanently remove the mailbox from the platform.

This overview lets you monitor deliverability health (SPF/DKIM/DMARC), control sending activity, and make quick changes to individual mailboxes.

 

 

Best Practices

  • Use business domain emails for higher deliverability.
  • Start with lower daily send limits (e.g., 25–50/day) and increase gradually.
  • Ensure SPF, DKIM, and DMARC are configured for your domain.
  • Always include an opt-out message for compliance.
  • Standardise signatures across users to stay professional.

 

 

FAQs

Do I need to reconnect my mailbox regularly?
Not usually — but if your provider updates its security, or you change your password, you may need to reauthenticate.

What if DKIM or SPF shows as failed?
This means your domain authentication isn’t set up correctly. Work with your IT team to configure SPF, DKIM, and DMARC in your DNS settings for maximum deliverability.

Can I connect multiple mailboxes?
Yes, you can connect multiple accounts and set unique limits and settings for each.

Do limits reset daily?
Yes — daily send limits reset every 24 hours.

Can I remove a mailbox without losing data?
Yes — removing a mailbox only disconnects it from sending; cadence and CRM data remain intact.

 

👉 With Mailbox Settings, you can securely connect accounts, configure sending behaviour, and ensure every cadence email reaches your prospects safely and compliantly.



 

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