Email account registration
To set up an account to receive and send emails from OMniLeads, you will need the IMAP and SMTP data provided by your email service.
Create an account
The steps to create an email account on OMniLeads and synchronize it with the platform are described below.
Go to Connections Menu → Email → Accounts.
Select New account (+).
Complete the receiving and sending configuration described below.
Select Save to register the account.
Activate Active when you want to enable its operation.
Configure email reception
The Incoming Mail Server defines how OMniLeads downloads incoming emails. This requires configuring the protocol and port, as well as other data related to the connection between both parties.
Protocol: Select IMAP. Use SSL to secure the connection.
Host: Enter the incoming mail server. Example: The IMAP host provided by your provider.
Port: Enter the IMAP port indicated by the provider.
Auth Type: Select BASIC. This is currently the only available method, although new mechanisms will be added in future versions.
Username: Enter the username or email address of the account that will be authenticated.
Password: Enter the password for that account. Use an application password if required by the provider (e.g., Google Workspace and other vendors).
Fetch Mode: Choose how messages are retrieved. IDLE keeps the system listening. POLL retrieves messages at configurable intervals.
Mailbox: indicates the folder that is synchronized. The usual value is Inbox.
Since: I defined the initial download date. OMniLeads will import emails from that date.
Check SSL certificate: enable it to validate the remote server's certificate.
Since controls the first synchronization period. A very old date can represent a large volume of emails. Keep this in mind!
Configure email sending
Outgoing Mail Server defines how OMniLeads sends outgoing replies and messages.
Protocol: Select SMTP with TLS/SSL for secure transmission.
Host: Enter the outgoing mail server (SMTP).
Port: Enter the SMTP port specified by the provider.
Auth Type: Select BASIC. This is currently the only available method, although new mechanisms will be added in future versions.
Username: Enter the account authorized to make shipments.
Password: Enter your account password or your application password.
From Address: define the address that the recipient will see as the sender.
From name (display): Define the sender's display name. This is useful for identifying the support team.
Include the agent's name: Enable this to include the agent's name in each response. For example: DevOps Team (Rubén Pérez).
Signature: Enter the text that will be added to the end of each email sent by the agent.
Signature image: Attach a PNG or JPG image to complement the signature that will be attached to sent emails.
Validate and manage the account
Once the settings are saved, you can perform some actions available in the account:
Sending Test: Send a test email. Confirm that the recipient receives it.
Resync: resynchronizes the account with the mail server.
Delete History: Deletes the downloaded history in OMniLeads. It does not delete messages from the email server, only locally. It then downloads again from the date defined in Since.
Delete icon: Removes account settings in OMniLeads.
The account is ready when it is saved, active, and the Submission Test completes successfully.
Done!
We are now ready to set up a campaign and activate its email channel. For more information, please refer to the section on Campañas de Email.
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