Leadfwd delivers email using mailboxes that our users connect to our platform, 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.
Emails can be sent using connected mailboxes using Sequences, Automation Workflows and Direct Email Campaigns within the Leadfwd platform.
Choose a connection method:
- To begin, navigate to Engage from the platform navigation bar.
- Scroll to Mailbox Connector and select Connect a mailbox
Email Platform |
Details |
Custom SMTP and IMAP |
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Google Workspace (Oauth) |
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Google Workspace (App Password) |
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Office 365 (Oauth) |
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Google Workspace (Custom Google Project) |
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Manage Mailbox Options
Additional configuration settings and options exist for individual mailboxes:
Group mailboxes using Tags
Tags make it easy to organize mailboxes into groups (based on any criteria) that can then be selected as a group for assignment in a Sequence. By default, Leadfwd will apply tags based on the mailbox connection type (i.e. GmailOauth, GmailSmtp, MSOauth, etc., so if desired you can select mailbox groups based on provider.
Beyond the mailbox provider you can group mailboxes by team, individual owner, date, brand, purpose, etc. There is no limit on the number of tags that can be assigned to an individual mailbox.
Assign Branded Link (CNAME) to mailboxes
For link tracking we highly recommend that you configure Branded Links using a CNAME that allows Leadfwd to rewrite trackable links using your domain. The most optimal configuration is to have a unique CNAME that matches every sending domain / email account that you use.
When you create a Branded Link, Leadfwd will automatically attempt to assign it to a mailbox or mailboxes that also share that same domain. But you can also manually change these assignments from the Mailbox Options at any time.
The Branded Link assigned to the mailbox will be used to rewrite tracking links (if link tracking is enabled) for any email that the mailbox sends - automatically.
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