Email Service Connection

Objective

This SOP outlines the steps to connect an email service using Lead Connector for effective email management.

TABLE OF CONTENTS

• Key Steps 
  • Step 1: Access Lead Connector 0:00
  • Step 2: Prepare Email Address 0:19
  • Step 3: Select Mail Service 0:31
  • Step 4: Connect Email to Domain 0:59
  • Step 5: Verify Domain 1:24
  • Step 6: Check Verification Status 1:34
  • Step 7: Confirm Activation 1:49
• Cautionary Notes
• Tips for Efficiency

Video Guide:

Key Steps 

Step 1: Access Lead Connector 0:00

• Open Lead Connector.

• Ensure you have an existing setup for your organization (e.g., Greenlight Nutrition).

Step 2: Prepare Email Address 0:19

• Identify the email address you want to connect.

• Use a subdomain for the email address to facilitate email sending.

Step 3: Select Mail Service 0:31

• Choose 'Mail' as the service option for simplicity.

Step 4: Connect Email to Domain 0:59

• Connect the selected email address to the designated subdomain.
• Ensure that Cloudflare is selected for seamless integration.

Step 5: Verify Domain 1:24

• Click on 'Verify Domain' to authorize Lead Connector.

• Be patient as it may take some time for the verification process to complete.

Step 6: Check Verification Status 1:34

• If verification does not appear immediately, repeat the verification process.

• Continue checking until all domains are verified.

Step 7: Confirm Activation 1:49

• Once verified, confirm that the email service is active.

• The email is now ready to be used within the software for sending messages.

Cautionary Notes

• Ensure that the subdomain is correctly set up before attempting to connect.
• If verification fails, double-check the domain settings and try again.

Tips for Efficiency

• Use a consistent naming convention for subdomains to avoid confusion.
• Keep a checklist of steps to ensure nothing is missed during the setup process.