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When you start using Marketo Sales Engage, you'll need to set up an SMTP server in order to send out emails.

Note

In addition to setting up your SMTP server, your email identity has to be verified before you can send emails.

You can choose to send emails using a Custom SMTP Server, a Team SMTP Server, or Gmail as a delivery channel. Let's go over each option.

Custom SMTP

1. Log in to the web application, click the gear icon on the top right and choose Settings.

2. Under My Account, click Email Settings.

3. Select SMTP Server.

4. Enter your SMTP Server credentials and click Connect.

Note

If this is your only delivery channel, it's automatically assigned to all of your email identities, and you're done here. If this is not your only delivery channel, please continue to Step 5.

5. While still in Email Settings, click Address and Signature.

6. Find the email identity for which you want to choose a delivery channel and click Choose Delivery Channel.

7. In the Deliverability Card, click Edit.

8. Click the Channel drop-down and choose the custom delivery channel you just added. Click Save.

Note

If your team admin sets up the Team SMTP Server, it will automatically apply only to your default email identity, and be available as an option for your other email identities.


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Team SMTP Server

Admin Permissions Required

1. Log in to the web application, click the gear icon on the top right and choose Settings.

2. Under Admin Settings, click Team SMTP Server.

3. Enter your SMTP Server credentials and click Connect.

Note

The Team SMTP Server will be the default delivery channel of the default email identity for all team members. Additionally, it will be available as a delivery channel option for all other email identities.


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Gmail

1. Log in to the web application, click the gear icon on the top right and choose Settings.

2. Under My Account, click Email Settings.

3. Click Email Sync.

4. Click Connect to Google.

5. Sign in using your Google credentials.
6. When you get to this screen, click Allow.

Note

If this is your only delivery channel, it's automatically assigned to all of your email identities, and you're done here. If Gmail is not your only delivery channel, please continue to Step 7.

7. Click Address and Signature.

8. Click the email identity for which you’d like Gmail to be the delivery channel.

9. When the slide-panel opens, scroll down to the Deliverability Card.

10. Click the Channel drop-down and choose the Gmail delivery channel you just added. Click Save.

Note

If your team admin sets up the Team SMTP Server, it will automatically apply only to your default email identity, and be available as an option for your other email identities.

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