Configuring Personal Level Email Account

PostedOctober 1, 2022

UpdatedFebruary 28, 2024

Personal email configuration, as the name suggests, is configured for personal use by the employees of your organization. Email is an essential communication tool for every business. It facilitates receiving or sending notifications and interacting or engaging with your customers.

LeadCenter houses the Email Configuration section to configure your email account and send emails to your prospects.

By default, emails will be sent from no-reply@leadcenter.ai.
However, if you require interacting with your prospects via your email account, you can do so easily with LeadCenter.

Pre-requisites for E-mail Configuration

Before you configure your email ID in LeadCenter.ai, you need to get the SMTP settings from your email provider. We have listed the configurations to be done for Gmail, Hotmail & Outlook, and Yahoo.

Configure Hotmail & Outlook SMTP

The Hotmail & Outlook SMTP information is provided in the table below:

Full Name or Display Name	Your Name
Account Name, User name, or Email address	Your full email address
Password	Your Hotmail or outlook password (*or App password if two-step verification is enabled in your account)
SMTP Server	smtp-mail.outlook.com or smtp.office365.com
Port (for TLS/STARTTLS)	587

* If two-step verification is enabled for your office 365 account, you will need to create an app password. Follow the following steps to create an app password. You can create and delete app passwords from the Additional security verification page for your work or school account.

Sign in to the Additional security verification page, and then select App passwords.
Select Create, type the name of the app that requires the app password and then select Next.
Copy the password from the Your app password page, and then select Close.
On the App passwords page, make sure your app is listed.

For information about SMTP settings for Hotmail and Outlook, click here.

Gmail

To get the SNMP settings from Gmail, do the following:

Set up the 2-Step Verification. For instructions click here.
Set up the App Password to be used by LeadCenter.ai. For instructions click here.
Check the latest SMTP settings for Gmail by clicking here.

4. If you are still getting an error, you may need to enable Less secure app access. Click here to enable it.

Yahoo

The Yahoo SMTP information is provided in the table below:

Configure Personal Email

To configure personal email in your LeadCenter account, follow these steps:

Log in to your LeadCenter account via this link https://app.leadcenter.ai/login.
Expand the navigation panel on the left side, scroll down, and click on your name.
Select Personal Email Configuration from the options.
You’ll land on the Personal Email Configuration page.

Connect Outlook or Office 365

With advanced integration, you can easily connect your Outlook or Office 365 account with LeadCenter.

On the Personal Email Configuration page, click on the radio button next to Office 365.
Click Connect and proceed to link your account.

Manually set up personal email

To manually set up the personal email configuration, follow the steps 1-4 from the above section and see below for more information:

The E-mail Configuration page is displayed.

In the Email Configuration section, enter the details to configure your email.
See the table below to enter the information.

After entering the information click on

Example for Gmail email provider

You have successfully configured your email ID.

Testing the Configured E-mail

You can send a test email to verify that your configuration information and email ID are correct.
In the Test Configuration section, enter an email ID and click Send Test Mail.

Test Email Configuration

Deleting the Configured E-mail

You can delete the configuration from this section. Once the configuration is deleted, mail will be sent from the default LeadCenter.ai no-reply@leadcenter.ai mail ID.
This will delete your SMTP settings. Keep in mind that this action is irreversible. In the E-mail Configuration page, go to the Delete Configuration section, type "CONFIRM" and click the Delete Configuration button.

Field Name	Description
Sender Name	Add the name of the sender. The sender name is always a part of the business email address and reflects in the “From” part of an email so that the recipient can identify the sender of the email.
Sender Email	Add the sender's email ID. This is your email ID, from which the email will be sent to your customer. Once you configure this email ID, it will replace the default LeadCenter.ai no-reply@leadcenter.ai email ID.
SMTP Host	Add the SMTP Host based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
SMTP Port	Add the SMTP Port based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
SMTP Username	Add the SMTP Username.
SMTP Password	Add the SMTP Password. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
Enable TLS/SSL	To enable the TLS/SSL toggle the button to the right. This should always be enabled to send any email.
Can someone from organisation send it on behalf of you?	If a user wants to send emails on your behalf this toggle button is used. Enable: When the toggle button is enabled, someone from your organisation will be able to send emails on your behalf of you. Disable: When the toggle button is disabled, someone from your organisation will not be able to send emails on your behalf of you.
Enable received leads related emails	If a user wants to receive lead-related emails from your personal email ID to LeadCentre.AI ID. Enable: To receive lead-related emails from their personal mail ID (like @gmail.com, @outlook.com). Disable: If a user does not want lead-related emails from their mail ID (like @gmail.com, @outlook.com)