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How do I setup my alias email account in Salesmate? Follow

You have linked your primary email account with Salesmate and want to set up your email alias account to send emails through it. You can connect your alias email account under SMTP & BCC. 

For example, I have a primary account demo@salesmate.io. I am additionally responsible for handling support emails from email support@salesmate.io. support@salesmate.io is an alias for my primary account.

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To configure this follow the below steps:

  • Navigate to the Profile Icon in the top right corner.
  • Click on Go to my account.
  • Click Email Settings.

  • Click on SMTP & BCC.
  • Head over to Outbound Emails (SMTP).
  • Click the Add Email Account button.

  • Select Custom SMTP.

  • Fill in the required details.
  • Mention the Alias Email address under From Email.

  • Once added you will get an option to select the from address while sending out an email from Salesmate or the Chrome Plugin/Extension.

In case of Errors, please check the below points:

Due to security concerns, Google has removed the Less Secure Apps (LSA) feature. Therefore, it is no longer possible to use the LSA setting to allow access to third-party apps that do not support modern authentication.

If you encounter errors while connecting, you may need to use an alternate method to allow the third-party app access to your Google account. You can use App Passwords to authenticate the third-party app. Here are the steps to generate an App Password:

  • Sign in to your Google Account.
  • Go to the Security tab.
  • Under "Signing in to Google," select App Passwords.
  • Select the app and device you want to generate the app password for.
  • Follow the instructions to enter the App Password.

 

Microsoft 365 Alias

You can use a Microsoft 365 alias such as support@company.com that belongs to a primary mailbox such as john@company.com. You can also send emails from a Microsoft 365 Shared Mailbox using a licensed Microsoft 365 user account that has permission to send emails from the shared mailbox.

Microsoft 365 Alias
Microsoft 365 Shared Mailbox

 

  • Navigate to the Profile Icon in the top right corner.

  • Click on Go to my account.

  • Click Email Settings.

  • Click on SMTP & BCC.

  • Head over to Outbound Emails (SMTP).

  • Click the Add Email Account button.

  • Select Custom SMTP.

Use the following details:

  • SMTP Server: smtp.office365.com

  • Port: 587

  • Security: TLS / STARTTLS

  • Username: Your primary Microsoft 365 mailbox email address

  • Username: john@company.com

  • From Email Address: support@company.com

  • Click Add/Save.

Once added, you can select the configured From Address while sending emails from Salesmate or the Chrome Extension.

Microsoft 365 Alias

  • The alias does not have its own password or mailbox.
  • Use the primary mailbox credentials for authentication.
  • Make sure the alias is added under Microsoft 365 Admin Center → Users → Active Users.
  • Ensure Authenticated SMTP is enabled for the primary mailbox.
  • If required, enable Send From Alias in Exchange Online.
Note:

Microsoft 365 Shared Mailbox

  • The Shared Mailbox does not authenticate directly.
  • Use a licensed Microsoft 365 user account to authenticate.
  • Grant the user Full Access and Send As permissions for the Shared Mailbox.
  • Ensure Authenticated SMTP is enabled for the user mailbox.

  • Use the Shared Mailbox address as the From Email in Salesmate.

     

 

 

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