Set Up Your Email Account - SalesLoft Mail

Email is the primary channel for most modern sales cycles. It serves as the backbone for sales communication by keeping you on your prospective customers' radar and allowing you to keep current customers in-the-know. 

SalesLoft improves your standard email sends with templates and smart tools that will enhance your communication, increase overall efficiency, and make your sales process smarter.

By using SalesLoft Mail, your team can benefit from the SalesLoft email features without connecting to your company's email server. 

But before you start sending, you need to be sure your email account is set up properly. In this article, we will walk through setting up SalesLoft Mail:

• Connect to SalesLoft Mail with Reply Tracking
• Connect to SalesLoft Mail

Connect to SalesLoft Mail with Reply Tracking

SalesLoft Mail provides the ability to perform the following tasks without connecting to your company's email server:

• Send templates and snippets
• Track opens
• Track click 
• Track replies
• Log messages

Things to Note: SalesLoft Mail with Reply Tracking will not include the following functions: Calendar scheduling, Conversational Intelligence, Lofting emails from Outlook/G-Suite, sync to Salesforce from mailbox.

To connect to SalesLoft Mail with Reply Tracking, follow these steps: 

1. Navigate to your SalesLoft Settings by clicking your name in the upper right-hand corner and clicking Settings from the dropdown menu.
2. Click the Email tab under your Personal Settings.
3. Select SalesLoft Mail with Reply Tracking.
4. Enter your name the way you want customers to see it when you email them. Example: First Name.Last Name
   Things to Note: Enter your name correctly. You will not be able to edit this if you make a mistake.
5. Enter your forwarding email address. This will be your company email address or SalesLoft login.
6. Click Enable SalesLoft Mail with Reply Tracking.
   

Connect to SalesLoft Mail

SalesLoft Mail provides the ability to perform the following tasks without connecting to your company's email server:

• Send templates and snippets
• Track opens
• Track click 
• Log messages

To connect to your SalesLoft Mail account, follow these steps: 

1. Navigate to your SalesLoft Settings by clicking your name in the upper right-hand corner and clicking Settings from the dropdown menu.
2. Click the Email tab under your Personal Settings.
3. Select SalesLoft Mail or click the Configure button on the right side of the SalesLoft Mail row. 
4. Click Send via SalesLoft Mail.