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Email Identities

Email identities are the foundation of your sender reputation. They represent the sender's name and email address, lending credibility to your emails. ConnectPlex enables you to configure and manage these identities, ensuring that your communications are recognized and trusted by recipients.

Email identities can be set up through two methods:

  • Creating an email identity on ConnectPlex domain.
  • Creating an email identity on your organization's domain.

We highly recommend using our domain for sending emails. Using ConnectPlex's domain for emails reduces bounce rates and ensures better delivery by managing reputations. The system automatically organizes incoming emails and only forwards relevant leads to the clients. Additionally, creating an email identity on the ConnectPlex domain is easy and straightforward. In contrast, setting up identities on other domains involves navigating through slightly detailed steps to ensure everything is set up correctly.

To set up your Email Identity on the ConnectPlex domain, follow these steps:

  • Navigate to 'Email Identities' under 'Setup', then select 'New Email Identity'.
  • Input Sender's Display Name: Enter the name you wish recipients to see as the sender, serving as your display name.
  • Provide Sender Company Name: Specify the sender's company name to help recipients identify the email source.
  • Auto Create Email Address: Click on Auto Create to establish an automated email address under your identity.
  • Adjust Email Sending Limits: Customize email sending limits if required, with default settings as follows:
    • Email sending limit per hour: 40
    • Email sending limit per day: 200

    We recommend retaining default settings, but if necessary, you may increase the daily limit to a maximum of 250. Avoid exceeding this threshold.

  • Response Forwarding Details: Designate an email address to receive responses, which will be automatically forwarded.
  • Test Email Setup: Click on test email setup to verify that the email setup is correct.
  • Save Changes: Once you receive the prompt "Email identity seems to be correctly set up" after performing the test, click "Save Changes" to confirm and save your settings.

To check if your email identity is set up correctly, please follow the steps mentioned here Three Steps Verification

For setting up your Email Identity on your company domain, follow these steps:

  • Navigate to 'Email Identities' under 'Setup', then select 'New Email Identity'.
  • Input Sender's Display Name: Enter the name you wish recipients to see as the sender, serving as your display name.
  • Provide Sender Company Name: Specify the sender's company name to help recipients identify the email source.
  • Auto Create Email Address: Click on Auto Create to establish an automated email address under your identity.
  • Adjust Email Sending Limits: Customize email sending limits if required, with default settings as follows:
    • Email sending limit per hour: 40
    • Email sending limit per day: 200

    We recommend retaining default settings, but if necessary, you may increase the daily limit to a maximum of 250. Avoid exceeding this threshold.

  • Email setting Details: Update the information regarding your Email Service Provider (ESP). Select the ESP that your company utilizes for sending both transactional and marketing emails. Please ensure that the ESP details are up-to-date.
    • For setting up email identity on SMTP server:

      • Click on SMTP

      SMTP server username: enter the same email address used in step 2.

      Set a SMTP server password : SMTP password is generated after doing the 2 step verification in Outlook or G- Suite (it should be 16 digit password).

    Coordinate with your company IT administrator or email address provider for any required login/password/setup details.

  • Email Tracking Details: To ensure proper tracking of leads and unsubscribe requests for email identities associated with your domain, it's crucial to configure the ConectPlex CC tracking email with your email address. This ensures that ConnectPlex can effectively receive and monitor these responses.

    To set up the CC tracking email:

    • Copy the CC tracking email address provided under the CC tracking section.
    • Add this copied CC tracking email address as a forwarder in the settings of your email IDs.
    • Essentially, it will redirect all email responses originating from ConnectPlex emails to the CC tracking email. This step ensures that ConnectPlex can seamlessly receive and track leads, unsubscribe requests, and other related interactions.
  • Response Forwarding Details: Specify an email address for receiving responses, which will be automatically forwarded to this address.
  • Test Email Setup: Click on test email setup to verify that the email setup is correct.
  • Save Changes: Once you receive the prompt "Email identity seems to be correctly set up" after performing the test, click "Save Changes" to confirm and save your settings.

To check if your email identity is set up correctly, please follow the steps mentioned here Three Steps Verification

Three Steps Verification

After setting up your email identity, please proceed with the following three-steps verification process to ensure its proper configuration.

Click on the edit detail of newly created email identity and search for “Testing”

Sending Verification:

To confirm that the newly created email identity can send emails correctly, follow these steps:

  • Click on "Sending."
  • Click on "Send Test Email" and verify.
  • This process should only take a few seconds. Once the email is verified, it will display "Sending Verified" along with the date and time.

Receiving Verification:

To ensure that the email address mentioned under response forwarding details can receive email responses, follow these steps:

  • Click on "Receiving."
  • Click on "Send Test Response Email."
  • An OTP (One-Time Password) will be sent to the email address mentioned in the response forwarding details.
  • Enter the OTP to confirm that you are receiving emails at the response forwarding email address.

Tracking Verification:

To confirm that the ConnectPlex tracking ID reflected under CC Tracking is functioning correctly, follow these steps:

  • Click on "Tracking."
  • Click on "Send Response Email" and verify tracking.
  • This step ensures that the ConnectPlex email address mentioned under CC Tracking is functioning correctly.

Once all three tests are successfully completed without any errors, your email identity is ready to use.

Email Identities DashBoard

Advanced View

The Advanced View in the Email Identity Dashboard provides in-depth insights into the performance of each email identity used in Connectplex.

How to Access Advanced View?

  • Navigate to the Email Identity Dashboard and toggle Advanced View to ON.
  • This will display performance statistics for each email identity.

Understanding Email Identity Ratings

The performance of an email identity is rated using a star system (1 to 3 stars):

( 1 Star - Red): The email identity has been disabled due to a poor sending ratio. If this happens:

  • Check the email configuration.
  • Reduce the email sending limit per hour and per day.
  • Use the Testing Module to send test emails (including Sending, Receiving, and Tracking) before resuming. All tests should display as verified.
  • Ensure email validation before starting sequences to avoid sending bad emails.

( 2 Stars - Yellow): The email identity is still in the warming-up phase. Continue using it carefully until it stabilizes and turns green.

( 3 Stars - Green): The email identity is performing well and can be used without restrictions.

Advanced Health Metrics

The Advanced Health section provides key performance indicators for each email identity, including:

  • Health: Displays the star rating based on email performance.
  • Sent (Last 24 Hrs): The number of emails sent in the past 24 hours.
  • Bad (Last 24 Hrs): The number of bad or failed emails sent in the past 24 hours.
  • Last Sent: The timestamp of the most recently sent email.
  • Last Bad: The timestamp of the most recent failed email (e.g., 2025-02-26 15:50:01).
  • Last Email Received: The timestamp of the most recent email received (e.g., 2025-02-26 16:40:23).

Impact of a Disabled Email Identity

If an email identity is disabled:

  • Connectplex will stop sending emails, and sequences using that identity will not run.
  • You must fix the email identity before resuming the sequence.

Best Practices to Maintain Email Identity Health

  • Gradually increase the sending limit – Avoid sudden spikes, as this can negatively impact email performance.
  • Validate email lists before running sequences to prevent sending to bad email addresses.
  • Monitor the Advanced View regularly to track email identity performance and take corrective action if needed.

By following these best practices, you can ensure smooth email sequences and maintain a healthy email reputation within Connectplex.

Show All Inboxes

The Show All Inboxes feature in ConnectPlex allows users to view all emails received across multiple email identities within their account in a single, consolidated inbox.

Why Use "Show All Inboxes"?

  • If you have multiple email identities created under your ConnectPlex account, checking each inbox separately can be time-consuming.
  • Instead of switching between different inboxes, you can click on "Show All Inboxes" to see all received emails in chronological order based on the "Received On" timestamp.
  • This provides a centralized view, making it easier to monitor incoming messages without manually navigating through each email identity.

Features of "Show All Inboxes"

  • Unified Email Display – View emails from all connected email identities in one place.
  • Sender & Recipient Details – Quickly see who the email is from, who it was sent to, and any forwarded recipients.
  • Subject Preview – A brief preview of the email subject line helps identify important emails at a glance.
  • Received Timestamp – Emails are listed based on the date and time they were received.
  • Action Button –Click the blue envelope icon under the "Actions" column to open and read the full email.
  • Auto-Response Toggle – Choose to enable or disable auto-responses from this dashboard.

This feature enhances email management efficiency by ensuring that no important emails are missed, especially when handling multiple identities.