Onboarding Check List
Free Gmail or Paid Google Workspace Set Up
Updated: Dec 10, 2022
Estimated time to complete: 10 mins
Below are a list of basic steps you will need to go through to get your new Popmix CRM account up and running.
Most of the steps are better completed by the user before they schedule an onboarding call because they require a user name and password, admin access to external software or are easy enough anyone can do them.
NOTE: The biggest obstacle we have in setting up new CRM accounts is that users do not remember their user names and passwords to other software like Gmail, GoDaddy, Facebook etc. Please have ALL your user names and passwords ready, you will need them often during this set up process.
Primary Objectives:
1) Configure your Email so you can send and receive emails via the CRM.
Secondary Objectives:
1) Test sending and receiving Emails
Basic Email Set Up Gmail OR Google Workspace Email
NOTE: You do not need to set up Basic if you plan to use Bulk Email. The CRM does not allow both. If you plan to bulk email (more than 50 emails per day) then skip this sections and go directly to the Bulk Emailing with Mailgun section.
Email set up is the same for Free Gmail and Paid Google Workspace.
NOTE: You do not need to set up Basic if you plan to use Bulk Email. The CRM does not allow both. If you plan to bulk email (more than 50 emails per day) then skip this sections and go directly to the Bulk Emailing with Mailgun section.
Step 1: Log into your Google Account.
Step 2: Click on your Circle Icon in the Top Right and click Manage Your Google Account.
Step 3: On left menu select Security Settings.
Step 4: Turn on 2 Factor Verification.
Step 5: Click on your Circle Icon in the Top Right and click Manage Your Google Account.
Step 6: On left menu select Security Settings .
Step 7: Go to App passwords
Step 8: Select an app and at bottom of list select Other (Custom name) and name it Popmix and click Generate button.
Step 9: Copy the Yellow and Black App Password
Step 10: Log in to the CRM and go to Settings | Email Services | Add Service Button
Step 11: Select Provider Gmail, enter your email address and paste the yellow and black password into the password field and click Save.
Step 12: Change default provider to Gmail and click the circle on right side.
Step 12: Test sending and receiving email.
Connect for the first time
Reconnect your Gmail account to the Popmix CRM
Turn on Unsubscribe
Stay in compliance and ensure all unsubscribe options are Published and active.
Onboarding FAQ's
Do I need to update our Company Information?
Yes, you need to update your company information because this information is used in several forms, funnels, workflows and emails. It is especially used for keeping all client account compliant with CAN-SPAM and TCPA Laws.
Can I use a Free email, paid SMTP and Bulk email at the same time?
No, you can either use a Free OR a Paid SMTP service provider OR you can use Mailgun as a bulk email service provider you can't use both.
Do I need to use Mailgun as a Bulk Email provider?
Technically, no. We highly recommend using Mailgun. We can not provide technical support for non-Mailgun Bulk Email users. Other Bulk email service providers that have been successfully integrated with Popmix CRM are
Just about any SMTP provider can be implemented but we can't be experts on every platform in the market.
What should I do if my emails are landing in recipient Spam folders?
Email can land in the spam or Gmail Promotions folder for a variety of reasons.
1) First and foremost don't send Spam. Spam is an unsolicited email regardless of your intent to sell anything if they did not specifically opt-in to receive a n email then it could be considered Spam.
2) Use a Subject Line tester such as https://subjectline.com/ or http://emailsubjectlinegrader.com/ to test or grade your subject line and show you how likely it is to be considered Spam.
3) Set up your SPF, DKIM and DMARC.
SPF, DKIM and DMARC are simply a set of email authentication methods to prove to ISPs and mail services that senders are truly authorized to send email from a particular domain and, are a way of verifying your email sending server is sending emails through your domain. Google has a good article to c fall asleep to that explains how to set up these up.
SPF Article : https://support.google.com/a/answer/33786?hl=en#to-do
DKIM Article : https://support.google.com/a/answer/174124?hl=en
DMARC Article : https://support.google.com/a/answer/2466563?hl=en
Why do you recommend Google Workspace Accounts?
1) They are cheap! Starting $6 a month and you can send a lot of emails.
2) They are really easy to set up. Most users can set these up themselves in less than 30 mins.
3) Google Workspace is fully integrated with Popmix CRM and allows you to use a lot of other Google solutions like, Google Analytics, Google Ads, and Google Messages etc
