By connecting your mailbox you can send emails direct from ProspectSafari by simply clicking a contact's email address. In the email form you can then include short codes in the text, or select a template to send. You can also start a Sequence for the contact. Connecting needs a subscription (a free trial counts).
This tutorial gives the short version; the Email Integration article has every detail, including the settings a Microsoft 365 administrator may need to change.
Connect your mailbox
First, select "Integrations" in the left menu:
Select the Integrations menu
In the "SMTP & IMAP setup" section at the top, click "Connect" (or the + to add another mailbox). You will see this popup:
Add an email account
Choose your "Provider" and enter the required information. A short video for the chosen provider plays in the popup.
Gmail
First, you must set up 2-Step Verification on your Google account. Do this in the Security section of your Google account (go here).
When 2-Step Verification is ON, go to https://myaccount.google.com/apppasswords, type "ProspectSafari" as the app name and create the app password. Copy it and paste it into the ProspectSafari form, together with your Gmail address:
add your gmail address and the App Password
Enter your Gmail address as "Username" and the newly created app password as "Password" (do NOT enter your actual Google account password). The servers, ports and folders are already set for you.
Your Gmail account should now be connected, and its address is added as your main sending address.
NB if you change your Google account password, you will need to make a new app password for ProspectSafari and enter it by editing the connection.
Outlook
Select "Outlook" as your email provider, click "Connect" and log in with Microsoft:
login with Outlook
That's all: there is nothing else to fill in, and the mailbox's address is added as your main sending address.
Generic
For any other mailbox choose "Generic" and fill in the SMTP and IMAP details. Check with your email administrator for the host details. Then add the address you send from under "Email addresses" (below).
Email Addresses
Here you add the "send as" addresses of your connected mailbox that you want to send from. Click the + of "Email addresses" and fill in "Create email address":
- "Email" and "Sender name".
- "Main": the default address in the email form.
- "Receive replies on a different address", if replies should go elsewhere.
- A signature: give it a "Signature name", then type it in the text editor or paste it as HTML (formatted text with logo images or banners).
Now when you click the email address of any contact the email form opens. You can choose any of your "send as" addresses, and its signature is added automatically when the email is sent through your connected mailbox. The email is added to the timeline.
Sending limits
Each mailbox has a daily limit, an hourly limit and a delay between emails (new mailboxes start at 150 a day, 45 an hour, 60 seconds apart). Click the limits shown on the mailbox's row to change them. Emails over a limit wait and go out later.
Email Labels
ProspectSafari regularly checks the inbox and sent folder of your connected mailbox.
Emails to or from your contacts' main addresses are added to your ProspectSafari timeline. Emails sent or received before your mailbox was connected, or before the contact's email was added, do not appear.
Emails with your contacts also go into ProspectSafari folders (labels) in your mailbox, so you can find them easily. With Gmail and other mailboxes they are copied there and stay in your inbox and Sent folder too; with Outlook they are moved there. The folder names can't be changed.