Hello, my name is Chris. In this article, you’ll learn how to use the Shared Email Account feature in LeadCenter.
This feature lets you send emails using your own domain and email accounts instead of the default system email.

What Is the Shared Email Account Feature?

By default, LeadCenter sends emails from:

no-reply@leadcenter.ai

Using the Shared Email Account feature, you can configure LeadCenter to send messages directly from your own email address or domain, such as info@yourcompany.com.
This provides better brand consistency, higher deliverability, and more professional communication.

How to Access the Shared Email Account Page

1. Click your name in the upper-right corner of LeadCenter.
2. Select Settings.
3. Under Basic Settings, click Shared Email Account.

This page contains all configuration options for connecting your preferred email provider or LeadCenter’s built-in email system.

Where Shared Email Accounts Are Used

Shared email accounts are used across multiple LeadCenter modules, including:

• Appointments — confirmation and reminder emails
• Events — coordination and attendee reminder emails
• Workflows — automated email communications
• Direct Contact Emails — messages sent from a contact’s profile
• Email Marketing — scheduled campaigns and newsletters

This centralized setup ensures all system-generated and campaign-based emails are sent consistently from your chosen address.

Available Email Sending Options

LeadCenter supports three main connection types for sending emails:

1. LeadCenter Email Marketing (Recommended)
2. Office 365
3. Other (SMTP)

Each option has its advantages and limitations.

1. LeadCenter Email Marketing

• Requires an active Email Marketing Subscription.
• Built specifically for bulk and marketing emails.
• Supports open and click tracking.
• Allows unsubscribe management.
• Optimized for deliverability and compliance.

Why this is recommended:
Standard email providers like Microsoft, Google, and Yahoo may suspend accounts used to send mass identical emails, since their systems are designed for individual or transactional messages — not marketing campaigns.
They also impose sending limits per second, which can cause delivery failures.

2. Office 365

• Uses your existing Office 365 account.
• Ideal for transactional or team-based emails.
• No additional subscription needed.
• However, it lacks bulk sending and tracking capabilities.

3. Other (SMTP)

• Connects any email provider that supports SMTP, including Gmail and Yahoo.
• Requires manual entry of SMTP credentials:
  • Hostname
  • Username and password
  • Port number
• For receiving emails, also configure IMAP host and port.

SMTP connections are best for smaller-scale use and personal communication workflows.

Setting Up LeadCenter Email Marketing

To activate LeadCenter’s built-in email system:

1. Click Upgrade Subscription from the Shared Email Account page.
2. Select the Email Marketing option (it’s selected by default).
3. Review the pricing — LeadCenter uses a tiered monthly model based on the number of unique email addresses in your database.
4. Review the sending limits displayed for your tier.
5. Complete your upgrade.

After subscribing, choose LeadCenter Email Marketing from the options list to enable it as your shared email account.

Setting Up Office 365 or SMTP

If you prefer to use your own mail provider:

• Choose Office 365, then click Connect to link your account.
• Or select Other to set up an SMTP connection.
  • Enter your SMTP hostname, username, password, and port.
  • Add IMAP details if you want to receive contact-related emails in LeadCenter.

Future setup videos cover these connection methods in more detail.

Quick Recap

To summarize:

1. Open Settings → Shared Email Account.
2. Choose one of the following options:
   • LeadCenter Email Marketing (recommended for campaigns)
   • Office 365
   • Other (SMTP)
3. Follow the prompts to connect and verify your account.

Once configured, all LeadCenter modules — including appointments, events, and workflows — will send emails from your verified address.

Thank you!