Email Requirements to use Playbooks

Overview

This article describes the Email requirements needed in order to implement Playbooks.

Information

As reps send emails through Playbooks, those emails are tracked and reps are notified when their prospects engage with their emails. To send and track emails, the following email systems are supported: Exchange (SMTP), Office 365 for Business Online, or Gmail.

• The SMTP server must be reachable to our servers either by using an external SMTP server or whitelisting IP addresses.
• A port must be specified to connect to the email server. Playbooks supports both methods of secure connection (via Port/SSL or Protocol/TLS) but if the Port/SSL method is used then Port 465 must be used.
• A service account’s credentials will be entered during setup. The service account credentials simply refer to a user whose credentials will be used to connect to the SMTP server and send on behalf of all other Playbooks users. These credentials need to have no expiration or very infrequent expiration set in order to not interrupt sending email on behalf of all other Playbooks users.
  This is not an Exchange EWS service account. This is simply an SMTP username and password. There are no “Send on Behalf Of” or “Impersonation Rights” required.
  

Users must be able to authorize third-party applications. If administrator consent is required to authorize third-party applications you can follow the instructions in this article, O365 Setup for Playbooks Emails. There are no additional requirements or configurations required from the Gmail admin console.