Engage sends email through your actual mailbox using native integrations, like Google Workspace (Gmail), Microsoft Outlook 365 or any standard SMTP connection. You may need to seek assistance from your IT Administrator to help you get started.
Connecting your mailbox
To begin, click on the Mailbox Connector option from the Engage menu.
If you're an Account Owner or Administrator, you'll see a table view of each licensed Engage user. From this view you can edit an existing mailbox connection or establish a new connection.
For users that have been assigned an Engage license but have yet to connect their mailbox, select Run setup.
Mailboxes Manager Overview
Licensed Sender - Mailbox associated to an assigned license.
Outbound - Integration or SMTP service that is connected for outbound email.
Inbound - Integration or IMAP service that is connected for inbound reply detection.
Assigned To - The user assigned to the license.
Edit - Manage/edit an existing mailbox.
Delete - Remove the license assignment and create an available license.
If a user has a license that is not currently in use they will see a Connect new mailbox button. Clicking on the button will take them to a screen to begin setting up a new mailbox.
Connect your Mailbox (End-user view)
To connect a mailbox you will need to first select which email provider you will be using for sending and receiving (reply detection). Available options include:
Custom IMAP / SMTP
- Microsoft Office 365 (API) - Setup article
Google Workspace (Gmail API) - Setup article
Google Gmail IMAP/SMTP - Help article
Rackspace Cloud IMAP/SMTP
GoDaddy Americas IMAP/SMTP
IONOS by 1&1 IMAP/SMTP
SendGrid (SMTP Only)
For Google Workspace (Gmail API) a Google project will need to be set up for the organization. Follow our quick guide to getting starting: Google Workspace (Gmail API)
For all choices, aside from Custom & Google Workspace (Gmail API) and Microsoft Outlook 365, the SMTP/IMAP host and port values are pre-filled. The only things to add are a Username & Password for IMAP/SMTP and a Reply-to and Sender Name for SMTP
After credentials have been inputted, a user can test the information to make sure a connection has been established. If successful a Success message will appear. If unsuccessful an error message will appear.
Once a mailbox is successfully connected the mailbox will appear on the Mailbox Connector screen. It can now be used in Sequences for Engage.