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
Log in to Firstsales.io
Navigate to "Mail Accounts"
Click "Add New Mail Account"
Select "SMTP" option
2. SMTP Configuration Parameters
Required Fields
Markdown
**SMTP Settings:**
- Email Address: Your full email address
- Password: SMTP authentication password
- SMTP Port: Server port number
- SMTP Host: Server hostname
- SSL/TLS: Toggle based on server requirements

**IMAP Settings:**
- IMAP Username: Usually your email address
- IMAP Password: Server authentication password
- IMAP Port: Default 993 (SSL) or 143 (non-SSL)
- IMAP Host: Server hostname
- SSL/TLS: Recommended for security
**SMTP Settings:**
- Email Address: Your full email address
- Password: SMTP authentication password
- SMTP Port: Server port number
- SMTP Host: Server hostname
- SSL/TLS: Toggle based on server requirements

**IMAP Settings:**
- IMAP Username: Usually your email address
- IMAP Password: Server authentication password
- IMAP Port: Default 993 (SSL) or 143 (non-SSL)
- IMAP Host: Server hostname
- SSL/TLS: Recommended for security
﻿
Common SMTP Server Settings
Gmail
Markdown
SMTP Host: smtp.gmail.com
SMTP Port: 587 (TLS) or 465 (SSL)
IMAP Host: imap.gmail.com
IMAP Port: 993
SSL Required: Yes
SMTP Host: smtp.gmail.com
SMTP Port: 587 (TLS) or 465 (SSL)
IMAP Host: imap.gmail.com
IMAP Port: 993
SSL Required: Yes
﻿
Outlook/Office 365
Markdown
SMTP Host: smtp.office365.com
SMTP Port: 587
IMAP Host: outlook.office365.com
IMAP Port: 993
SSL Required: Yes
SMTP Host: smtp.office365.com
SMTP Port: 587
IMAP Host: outlook.office365.com
IMAP Port: 993
SSL Required: Yes
﻿
Advanced Troubleshooting Guide
1. Connection Issues
SMTP Connection Failures
Verify Server Settings 
Double-check hostname spelling
Confirm port numbers
Test with both SSL on/off
Authentication Errors 
Validate credentials
Check for special characters in password
Verify account permissions
Timeout Issues 
Check network connectivity
Verify firewall settings
Test server response time
2. SSL/TLS Problems
Certificate Validation
SSL Handshake Failures 
Verify SSL certificate validity
Check certificate chain
Confirm SSL library version
Protocol Mismatches 
Try alternate ports (587/465)
Match encryption method with port
Verify TLS version compatibility
3. IMAP Synchronization
Sync Failures
Authentication 
Verify separate IMAP credentials
Check IMAP-specific permissions
Test connection with telnet
Folder Access 
Check folder permissions
Verify path separators
Test with different folder structures
4. Common Error Codes
Markdown
**Error 535: Authentication failed**
- Check credentials
- Verify 2FA settings
- Check app-specific password requirements

**Error 554: Transaction failed**
- Check sending limits
- Verify IP reputation
- Review message content

**Error 421: Service not available**
- Check server status
- Verify connection limits
- Test alternate servers
**Error 535: Authentication failed**
- Check credentials
- Verify 2FA settings
- Check app-specific password requirements

**Error 554: Transaction failed**
- Check sending limits
- Verify IP reputation
- Review message content

**Error 421: Service not available**
- Check server status
- Verify connection limits
- Test alternate servers
﻿
Best Practices
Security
Always use SSL/TLS when available
Implement strong passwords
Regular credential rotation
Monitor authentication logs
Performance
Connection Pooling 
Maintain optimal connection count
Implement retry mechanisms
Set appropriate timeouts
Rate Limiting 
Observe server limits
Implement sending queues
Monitor bounce rates
Emergency Fixes
Quick Solutions
Connection Reset 
Clear existing connections
Restart mail services
Reset connection pool
Authentication Recovery 
Generate new app passwords
Reset server credentials
Clear cached credentials
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
﻿
Adding Mail Accounts in Firstsales.io - Microsoft Outlook
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