How to Get Started with SMTP

With the SendPulse SMTP service, you can send transactional emails from your service, for example, abandoned cart emails, order updates, order confirmation emails, and other notifications.

This article will show you how to set up an SMTP server with SendPulse in just a few steps: fill out your user profile, set up a sending domain to increase deliverability, and add email sendout settings for your email client.

To set up the SMTP service, fill out the user profile, and wait for the approval.

Before filling out the user profile, we recommend you look through the "Terms of Service."

Go to the "SMTP" section, and click Get started.

Step 1. Fill Out the User Profile

Enter the sender's email address on the corporate domain — you will receive a confirmation email on this email address. Apart from that, it will also be used to send your campaigns.

We recommend using an email address on the domain of the same site where you collect contacts.

Select how you are going to use your SMTP: private and business messages, updates, notifications, mobile messages, transactional messages, marketing messages, or other.

Indicate how your email addresses are collected.

To verify your contact collection information, upload additional files in BMP, JPG, JPEG, or PNG.

Indicate whether you use an unsubscribe link in your emails.

Click Save, and the user profile will be sent for moderation.

Step 2. Wait for the Approval

SendPulse’s moderators check all the information and decide whether to approve it, send additional questions, or block the user profile if it does not follow the Terms of Service. This process usually takes up to 24 hours.

After your user profile has been approved, you will receive an email to the email address specified in your account, and you will be able to send emails.

Step 3. Set Up the Connection

After your user profile has been approved, the service settings will become available to you, but you need to add them to your email client first.

Connect Using Server Settings

Go to "SMTP settings" > "General." Here you have access to settings for SPF and DKIM records, tracking enabling, connection from white-listed IPs only, and bulk email option.

Connect Using API

The second option for using the service is through the API.

You will need an ID and a Secret to receive a token and authorize email sending requests for the connection. To get your ID and Secret, go to your account settings in the "API" tab, and copy the values next to the "ID" and "Secret" fields.

Use the "Authorization" API method to get a token for authorization.

Then you can send emails using the "Send an Email" API method.

Please note that you can send an email only after the user profile has been approved. If the user profile is on moderation or blocked, or you have entered some data for authorization incorrectly, the email will not be sent.

Learn more: "SMTP Service API."

Step 4. Configure the Sending Domain

Add DKIM and SPF Records

DKIM and SPF are technologies that authenticate the sender, guarantee the integrity of the emails sent, and protect users from phishing and spam.

Learn more: "How to Configure DKIM for SendPulse SMTP," "How to Create an SPF Record."

Please note that verification of DKIM and SPF records may take up to several hours.

Add a CNAME Record

CNAME is a record in your domain settings, with which you can remove the mention of SendPulse’s domain when tracking links so that links in an email turn into your company's domain.

With the help of CNAME record, you can track the number of emails sent, delivered, and opened as well as the number of click-throughs and delivery errors.

Learn more: "How to Enable Email Tracking Statistics Sent via SMTP."

Please note that adding a CNAME record can take up to several hours.

To enable users to unsubscribe from irrelevant emails, you can add an unsubscribe link to your emails using the {{unsubscribe_url}} variable.

Learn more: "Unsubscribers," "How to Create an Unsubscribe Link."

Additional Settings

With your SMTP, you can activate additional options for sending and tracking emails. Click "SMTP settings," and go to the "General" tab.

Limit Sending by IP

Optionally, you can enter your senders’ IP addresses to restrict their access to the SMTP server.

Go to "SMTP settings" > "General," and enable the "Connection from white-listed IPs only" option.

Enter the IP address, and click Add.

To remove an added IP address, click on the trash can icon next to the IP address you want to remove.

Activate Bulk Emails

To notify recipient email servers about the upcoming mass email campaign and to reduce the likelihood of emails getting into spam, use the "Mass emails" option (displayed as "Bulk emails" in technical headers).

The "Mass emails" option is activated by default.

To deactivate it, go to "SMTP settings" > "General," and move the toggle switch to the inactive position.

Add an Additional Email Sender Address

To add an additional email sender address, click on "SMTP settings," and go to the "Tracking" tab. Click Add a "FROM" email address.

Enter a sender’s email address on the corporate domain. An email with a link will be sent to the specified email address to confirm it.

After confirmation, the new email address will appear on the list of available domains.

Track Email Sending Statistics

You can view your sending history, delivery errors, and the list of unsubscribers.

Learn more: "How to View SMTP Statistics."

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