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Email Setup Guide

👍 SalesMFast Email Setup Guide

✉️ Step 1: Setting Up Your Email Sending Configuration

Before sending emails, you need to configure your sender email to ensure your messages reach inboxes instead of spam folders.

Choosing Your Sender Email

  • Unassigned Contacts: Emails will be sent from the logged-in user’s email.
  • Assigned Contacts: Emails will be sent from the assigned user’s email.
  • Automated Emails: The email address used depends on workflow and campaign settings.

To configure your sender email:

  1. Navigate to Settings > Email Services in your SalesMFast account.
  2. Choose your preferred reply-to email address and configure forwarding addresses if needed.
  3. Enable reply tracking for better engagement tracking. Dashboard

🗂️ Step 2: Organizing Your Contacts for Email Campaigns

A well-segmented contact list ensures that your emails reach the right audience.

Steps to Organize Your Contacts in SalesMFast

  1. Access the Contacts Section

    • Go to Contacts > Smart Lists.
    • Here, you’ll see all records with details such as names, emails, phone numbers, and tags.

  2. Create Smart Lists for Targeted Emails

    • Use filters like lead source, last interaction, or tags to create a dynamic email list.
    • Click on “Create New Smart List” and define segmentation criteria.

  3. Bulk Action to Create an Email List

    • Select contacts you want to email.
    • Click “Bulk Action” > “Send Email” to start a campaign. Dashboard

📧 Step 3: Creating & Sending Bulk Email Campaigns

Once your contacts are organized, you can start creating email campaigns in SalesMFast.

How to Create a Bulk Email Campaign

  1. Navigate to the Email Builder

    • Go to Marketing > Emails > Templates > +New.
    • Choose a pre-designed template or create a custom email.

  2. Customize Your Email Content

    • Add dynamic fields like the recipient’s first name for personalization.
    • Use trigger links to track clicks and engagement.
    • Optimize your subject line for higher open rates.

  3. Choose Between One-Time or Drip Campaigns

    • One-Time Campaign: Send an email to all recipients immediately.
    • Drip Campaign: Schedule emails over a set period for better engagement.

  4. Send or Schedule the Campaign

    • Test emails by sending them to yourself first.
    • Monitor stats such as open rates, click-through rates, and bounce rates. Dashboard

🤖 Step 4: Automating Emails with Workflows

Using workflows in SalesMFast can help automate follow-ups, lead nurturing, and client communication.

Setting Up Automated Email Workflows

  1. Navigate to Automation > Workflows > Create New Workflow.
  2. Select Start from Scratch or use a template.
  3. Add a Trigger (e.g., New Contact Added, Form Submission, Tag Applied).

  4. Add an Action > Send Email.

    • Choose an existing template or create a new email.

    • Schedule Follow-Ups with Time Delays.

    • Set delays (e.g., 1 hour, 1 day) between emails in a drip sequence.

    • Save & Activate the Workflow. Dashboard

📬 Step 5: Improving Email Deliverability

Deliverability is crucial to ensure your emails land in inboxes rather than spam folders.

Best Practices for Higher Deliverability

✅ Use a Verified Domain – Set up SPF, DKIM, and DMARC authentication. ✅ Avoid Spammy Words – Don’t use phrases like “FREE,” “Buy Now,” or excessive exclamation marks. ✅ Maintain List Hygiene – Remove bounced emails and inactive subscribers regularly. ✅ Monitor Email Analytics – Keep track of open rates, CTR, and unsubscribe rates. ✅ Enable the List-Unsubscribe Feature – Helps improve sender reputation and compliance. Dashboard

❓ FAQs: SalesMFast Email Setup for 2025

Can I send emails from my own domain? Yes, but you need to set up SPF, DKIM, and DMARC authentication to ensure proper deliverability.

Can I segment my contacts for targeted email campaigns? Yes! Use Smart Lists to filter contacts based on tags, engagement, purchase history, or other conditions.

How do I track email performance? Go to Analytics > Email Reports to check: 📊 Open rates 📊 Click-through rates (CTR) 📊 Bounce rates 📊 Unsubscribe rates

What should I do if my emails aren’t sending?

  • Check email service settings (SMTP, Mailgun, or LeadConnector).
  • Verify contact email addresses (remove invalid ones).
  • Ensure your domain authentication (SPF, DKIM, DMARC) is correctly set up.