Getting Started with pipl.ai
To get started with pipl.ai you need to perform the following two steps before creating any campaigns:
1. Connect your email with your pipl.ai account
2. Enable the email warmup feature in pipl.ai
In this article, we will learn the ways you can connect your email with pipl.ai.
Connecting your email with pipl.ai
Since, email marketing requires you to have a dedicated email id, and to make your campaigns effective, you are advised to use your business domain email id.
There are three ways that you can connect your email with pipl.ai
1. Using the business email id created in Google Workspace
2. Your (Personal) Gmail
3. Any other SMTP provider
We will explore how to connect each of the above listed emails with your pipl.ai account. The first three steps as shared below are the same for connecting any of the above listed email types with pipl.ai.
Common steps
1. Login to your pipl.ai account.
2. Click on Email Accounts in the left menu panel
3. Click on the Add New Account button given at the top right corner of the page.
Once you click on Add New Account, the “Choose provider” popup will appear on your screen.
👉 From here, you are free to choose which of the above-listed email account types you want to connect and use.
4. Click on the desired option, and then click on the Continue button to proceed with next steps of the configuration. For example, in the video shared below, the option “Google Workspace” is selected.
We have explained the integration of each of the email types below.
▶️ Video Link: https://app.supademo.com/demo/_5ZpM1z10eqYi3qxECCkK
Connecting pipl.ai with Google Workspace
You can follow the steps explained below or watch a quick video demonstrating the steps to connect your Pipl.ai account with Google Workspace.
Video: Connecting Pipl.ai with Google Workspace
Steps to perform in Pipl.ai
Follow the first three common steps as explained above, and then implement the steps shared below.
1. On the “Choose Provider” popup, select Google Workspace and then click on “Continue” to proceed.
2. The next popup screen displays the next steps, copy the Client-ID. Please refer to step 5 in the video shared above.
3. Once you have copied the Client-ID, navigate to your Google Admin Console.
Steps to perform in your Google Workspace Admin Console
1. On your Google Admin Console, follow the path:
Security > Access and Data Control > API controls (in the left side menu).
2. On the API controls screen, click on MANAGE THIRD-PARTY APP ACCESS. It will take you to the “App Access Control” screen.
3. In the “App Access Control” screen, click on "Configure New App"
4. Upon selecting the “Configure New App” option, you will be redirected to a new screen which is basically a wizard to add configuration for a third-party app, which, in our case is pipl.ai.
5. Paste the Client-ID that you copied from your pipl.ai account here and click on “Search” to proceed.
6. Select Pipl.ai from the App name section.
7. Select OAuth Client ID by check marking the checkbox and click on the Select button to proceed to the next step.
8. The next step is to select the scope of this configuration setting in your Google admin console account.
👉 You can either apply it to all of the users in your Google Workspace Admin Console or you can create organizational units and apply the setting on the org-level. Consider organization units as departments/teams of your business. For example, the department of Marketing. So, you can group the email ids of Marketing team members under the org-unit “Marketing”.
[Your Google Workspace Name] (all users): Select this option if you want to apply the integration settings to all of the user accounts in your admin console.
Select org units: Select this option if you want to apply the integration settings only to the specific accounts.
❗ You will need organizational units created in your Google Admin Console beforehand if you want to select “Select org units.” You can create a new organizational unit from your Google admin dashboard and add the individual users to that org-unit. Learn more about Google Workspace org units.
9. After defining the scope, click on the Select button to proceed.
10. Select the Trusted option in the Access to Google Data section. This will enable your pipl.ai account to have the required permissions to your Google data. Click on the “Continue” button to proceed.
❗ Pipl.ai does not share any sensitive information outside of your account. Learn more about our privacy and data protection policies.
11. On the next screen, review the App Name, Client ID, Scope and Access to Google Data settings. Click on the Finish button to complete the setup process. The page will refresh, and Pipl.ai will appear under the Configured apps in your Google Admin Console.
Verifying the connection success
Now, if you log into your Pipl.ai account, and go to the list of Email Accounts, you will notice that the selected email account has been added to the list i.e., it is successfully connected with your Pipl.ai account.
You are all set to embark on a successful email marketing journey 🚀 You just need to enable the Warm Up 🔥 feature for your account.
Connecting Pipl.ai with Gmail (Personal)
Follow the first three Common Steps explained above. Once you are on the Choose Provider popup, perform the following steps or watch the video shared at the end of these steps:
Select the second option, Gmail (Personal), and click on the Continue button
❗Before you fill in the following details and proceed, please make sure you have enabled IMAP Settings and created an App Password from your Gmail Account. Learn more about it.
Upon clicking on the Continue button, the Connect Your Gmail Account form will come up with the following details to be filled in:
1. Sender Name
First name: Enter your first name as you want it to appear in the pipl.ai dashboard.
Last name: Enter your last name in this field.
2. Login Details
Email: Here, you will enter your Gmail address.
Password: In this field, you will enter the App Password that you have generated from your Gmail account.
3. Click on the Connect button to proceed.
Upon successful connection, your Gmail account will be added to the Email Accounts page in your pipl.ai account. A notification of success will also appear on the top of the page.
Now, you can enable the Email Warmup feature for your email, and get ready for an exciting email marketing experience! 🚀
▶️Steps in action: Connecting Pipl.ai with Gmail (personal)
▶️Video Link: https://app.supademo.com/demo/opeXCVhXD0avkxgBh1OVF
Connecting Pipl.ai with any other SMTP provider
Follow the first three Common Steps explained above. Once you are on the Choose Provider popup, perform the following steps or watch a quick demo video given at the end of these steps:
1. Select the last option “Any Provider” to connect using your custom IMAP and SMTP settings.
2. Click on the Continue button to proceed.
3. A new form Connect Your Email Account via IMAP & SMTP will come up on your screen
4. You will need to provide the following information to add your custom IMAP/SMTP email:
a. Sender Info: As the name suggests, this piece of information contains the sender's information like First Name, Last Name, and Email.
b. Incoming Server (IMAP): You can get the IMAP details from your email service provider. If you are using custom/shared hosting, you can get this information by logging into your Cpanel and navigating to the Email section.
The following are the two values that are required in this section:
IMAP Host: You need to provide IMAP Host which is normally a URL from your hosting provider.
IMAP Port: This information is also provided by your email hosting provider. However, the commonly used values are:
993 for SSL/TLS
143 for non-SSL/TLS
❗Please make sure to mark the “Enable SSL/TLS” check box if you are using the SSL/TLS otherwise leave it unchecked if you are proceeding with non-SSL settings.
c. Outgoing Server (SMTP): You can get the SMTP details from your email service provider. If you are using custom/shared hosting, you can get this information by logging into your Cpanel and navigating to the Email section.
The following are the two values that are required in this section:
SMTP Host: You need to provide SMTP Host which is normally a URL from your hosting provider.
SMTP Port: This information is also provided by your email hosting provider. However, the commonly used values are:
465 for SSL/TLS
587 for non-SSL/TLS
❗Please make sure to mark the “Enable SSL/TLS” check box checked if you are using the SSL/TLS otherwise leave it unchecked if you are proceeding with Non-SSL settings.
d. IMAP Login Details:
IMAP login details include the following two input parameters:
i. Username: The username is usually your email address.
ii. Password: Enter your email address password in this input field.
e. SMTP Login Details:
SMTP login details include the following two input parameters:
i. Username: The username is usually your email address.
ii. Password: Enter your email address password in this input field.
❗If your IMAP and SMTP login details are the same, you can mark the “Use Same Login for SMTP Server” checkbox and it will replicate your IMAP details for your SMTP without you having to re-enter the same details.
5. Click on the Connect button to proceed.
Upon successful connection, your Gmail account will be added to the Email Accounts page in your pipl.ai account. A notification of success will also appear on the top of the page.
Now, you can enable the Email Warmup feature for your email, and witness the magic of astounding email marketing outcomes! 🚀
▶️Steps in action: Connecting Pipl.ai with any other SMTP provider
▶️Video Link: https://app.supademo.com/demo/yUJT9zJ8LcmmisSkizNUR