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How do I connect my personal email to my Optix account?

Learn how you can save your Gmail or SMTP account to send Automation emails from your personal account.

Jenna Macken avatar
Written by Jenna Macken
Updated over a month ago

By connecting your Gmail or SMTP (Simple Mail Transfer Protocol) account to Optix, you can send custom emails from your Automations using your own email address. This allows you to track sent emails in your inbox and continue the conversation directly from your email if the user replies.

You can also connect your email while building an Automation.

Click here to follow this process.

How do I connect my Gmail to my Optix account?

To connect your Gmail:

  1. Navigate to your 'Account' page by clicking on your avatar in the bottom left hand corner

  2. Select Settings

  3. Click Connect account

4. Select Gmail or Manual (SMTP), and then click Connect account

5. You will be asked to sign in to your Gmail in the next step to complete the sync process.

How do I connect my SMTP account?

How do I find my SMTP account Server Details?:

  • Check with your email service's administrator or IT department.

  • Follow a support article on connecting to SMTP from the email provider you plan to use (e.g., Yahoo, Microsoft, or your domain’s email provider)

To connect your SMTP account:

  1. Select Manual SMTP

  2. Click Connect account

  3. To sync your SMTP account to Automations, the following information must be entered:

    1. Host (SMTP Server Address): The URL or IP address of the server that is responsible for outgoing email traffic (i.e. smtp.yourdomain.com)

    2. Port: Commonly used ports are 587 & 465

    3. Username and Password: The login credentials associated with your email account or service being used for sending emails

    4. "From" Email Address: The email address that recipients will see as the sender

    5. "From" Name: The name that will appear alongside the email address in the recipient’s inbox

Note: If using a public email provider (i.e. Outlook, Yahoo, Zoho Mail...etc), the 'mail from' should match the actual email address of the account.

Note: Default Automations will use Optix email to send messages to users and will remain as default Automations if an email is added to the “Send from” field. Emails triggered after this update will reflect the new sender email. Click here to learn more about default emails.

Note: Email providers limit the number of emails that can be sent daily. For example, Gmail imposes daily sending limits, with free accounts typically restricted to 500 emails per day and Google Workspace accounts up to 2,000 emails per day. Other public email providers, like Outlook, Yahoo, or Zoho, may have similar restrictions.

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