Mail Accounts

Adding Mail Accounts in Firstsales.io - SMTP

21min

Overview

This comprehensive guide details how to set up and troubleshoot SMTP mail integration with Firstsales.io. SMTP configuration requires precise settings and thorough understanding of email server parameters.

Prerequisites

  • Email server credentials
  • SMTP server details
  • IMAP access credentials
  • SSL/TLS certificates (if applicable)
  • Administrative access to your email server

Basic Configuration Steps

1. Initial Setup

  1. Log in to Firstsales.io
  2. Navigate to "Mail Accounts"
  3. Click "Add New Mail Account"
  4. Select "SMTP" option

2. SMTP Configuration Parameters

Required Fields

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Common SMTP Server Settings

Gmail

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Outlook/Office 365

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Advanced Troubleshooting Guide

1. Connection Issues

SMTP Connection Failures

  1. Verify Server Settings
    • Double-check hostname spelling
    • Confirm port numbers
    • Test with both SSL on/off
  2. Authentication Errors
    • Validate credentials
    • Check for special characters in password
    • Verify account permissions
  3. Timeout Issues
    • Check network connectivity
    • Verify firewall settings
    • Test server response time

2. SSL/TLS Problems

Certificate Validation

  1. SSL Handshake Failures
    • Verify SSL certificate validity
    • Check certificate chain
    • Confirm SSL library version
  2. Protocol Mismatches
    • Try alternate ports (587/465)
    • Match encryption method with port
    • Verify TLS version compatibility

3. IMAP Synchronization

Sync Failures

  1. Authentication
    • Verify separate IMAP credentials
    • Check IMAP-specific permissions
    • Test connection with telnet
  2. Folder Access
    • Check folder permissions
    • Verify path separators
    • Test with different folder structures

4. Common Error Codes

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Best Practices

Security

  1. Always use SSL/TLS when available
  2. Implement strong passwords
  3. Regular credential rotation
  4. Monitor authentication logs

Performance

  1. Connection Pooling
    • Maintain optimal connection count
    • Implement retry mechanisms
    • Set appropriate timeouts
  2. Rate Limiting
    • Observe server limits
    • Implement sending queues
    • Monitor bounce rates

Emergency Fixes

Quick Solutions

  1. Connection Reset
    • Clear existing connections
    • Restart mail services
    • Reset connection pool
  2. Authentication Recovery
    • Generate new app passwords
    • Reset server credentials
    • Clear cached credentials
  3. SSL Recovery
    • Bypass SSL temporarily
    • Update SSL certificates
    • Reset SSL configuration

Maintenance Checklist

Daily Checks

  • Monitor connection status
  • Check error logs
  • Verify message delivery

Weekly Tasks

  • Review authentication attempts
  • Check SSL certificate validity
  • Monitor sending patterns

Monthly Maintenance

  • Rotate credentials
  • Update server configurations
  • Review security policies