> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Mailboxes

> Connecting Google Workspace and SMTP mailboxes, the mailbox pool and per-rep assignment, daily limits and warmup, DNS health, test emails and placement tests.

Sequences send from mailboxes your team connects under **Sequencer › Mailboxes**. Every email step
needs at least one usable mailbox available to the sequence, and every send goes out under the rep
who owns the enrollment.

## Connecting a mailbox

<Tabs>
  <Tab title="Google Workspace / Gmail">
    Click **Connect Google** and sign in with the mailbox that should send. Salesfinity asks for a
    single Gmail scope, the one that allows sending and reading mail for that mailbox, and nothing
    else.

    <Warning>
      Google classes this scope as restricted. Until the app clears Google's verification, a
      Workspace admin must first add Salesfinity as a **trusted app** in the Google Admin console.
      If the admin has not done that, Google refuses the sign-in with "access denied: admin policy
      enforced" and the connect dialog explains what to send to the admin. This is a one-time change
      per Workspace.
    </Warning>

    Google returns a refresh token only on the very first authorisation. If a mailbox was connected
    before and stops sending after a reconnect, disconnect it fully and connect again.
  </Tab>

  <Tab title="SMTP / IMAP (Microsoft, Fastmail, others)">
    Click **Connect one** and enter:

    | Field                      | Notes                                                         |
    | -------------------------- | ------------------------------------------------------------- |
    | From name, from email      | What recipients see.                                          |
    | Username, password         | For most providers, an app password, not your login password. |
    | SMTP host and port         | Outgoing server.                                              |
    | IMAP host and port         | Incoming server, used to read replies and bounces.            |
    | IMAP username and password | Only if different from SMTP.                                  |
    | Max emails per day         | Starting daily limit.                                         |
    | Signature                  | Appended to every email from this mailbox.                    |
    | Warmup                     | Whether to start warmup on connect.                           |

    Salesfinity sends a test message on connect and refuses the mailbox if SMTP or IMAP fails,
    with the provider's error.
  </Tab>

  <Tab title="Many at once">
    **Import mailboxes** takes a CSV with one mailbox per row and connects them in the background.
    The import shows each row as pending, connected, rejected (with the reason) or duplicate.
  </Tab>
</Tabs>

## Pool and assignment

Every mailbox is either **assigned to a rep** or in the **shared pool**.

* An assigned mailbox sends only that rep's enrollments. Assigning a mailbox moves it out of the
  pool, so the pool is by construction the mailboxes nobody owns.
* A rep with no assigned mailbox sends from the pool. If the pool is empty and the rep has no
  mailbox, their sequences cannot send and **Enable** on a sequence with email steps is refused.
* A sequence can also be limited to specific mailboxes in its settings.

Use **assignments preview** to see which rep would send from which mailbox before saving a change.

## Limits, warmup and health

| Setting                    | What it does                                                                                                                     |
| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Daily limit**            | Maximum emails per day from this mailbox. Sends beyond it wait for tomorrow.                                                     |
| **Daily ramp-up**          | How many more emails per day the limit grows by while a new mailbox is ramping.                                                  |
| **Warmup**                 | Automated warmup traffic between mailboxes to build reputation. Set messages per day, the wait between them, and the reply rate. |
| **Custom tracking domain** | Serve open and click tracking from your own domain instead of the shared one.                                                    |
| **BCC every email to**     | Copy every send to an address, for example a CRM logging address.                                                                |
| **Reply-to**               | Where replies should go if not to the mailbox itself.                                                                            |
| **Enabled**                | Turn a mailbox off without disconnecting it. **Suspend** does the same from the list.                                            |

### Health

Each mailbox shows a health status based on its domain's DNS:

| Status         | Meaning                                                                                                               |
| -------------- | --------------------------------------------------------------------------------------------------------------------- |
| **Healthy**    | SPF, DKIM, DMARC and MX all pass.                                                                                     |
| **Needs work** | One record is missing or weak, for example SPF ending in a neutral qualifier or no DMARC policy.                      |
| **Critical**   | A record is broken in a way that gets mail rejected or flagged, for example no SPF record at all, or two SPF records. |

Open the mailbox and click **DNS** for the exact record, what was found, and the fix. Common ones:

* **No SPF record**: receiving servers cannot confirm your domain authorised the send. This is the
  single most common reason cold email lands in spam.
* **Two SPF records**: the standard treats this as an error and checks fail. Merge them into one.
* **SPF ends in `?all` or `+all`**: authorises anyone to send as your domain. End it with `~all`
  or `-all`.
* **No DMARC**: publish a `_dmarc` record, starting with `p=none` if you are unsure.
* **DKIM not found**: Salesfinity tries the common selectors; if yours is custom, confirm DKIM in
  your provider's admin console.

## Test emails and placement tests

* **Send test email** on a mailbox sends a real message to an address you choose, through the
  connected account, so you can check the from name, signature and tracking.
* **Deliverability › Placement tests** (where available on your plan) send a set of test emails to
  seed inboxes at the major providers and report, per mailbox and per provider, whether they landed
  in the inbox, in promotions or in spam.

## Disconnecting

**Delete** removes a mailbox. Active enrollments that were sending from it move to the owner's
other mailbox or the pool; if there is none, their next email step waits and the enrollment shows a
failure reason until a mailbox is available.
