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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.