Connected email accounts
Coco CRM supports multi-account sending: each team member can connect their own mailbox, and campaigns can be sent from any active account instead of a single shared address. Accounts are managed on the Connect Email page, found in the Email Campaigns sidebar folder.
Adding an account
Click to add a new account and fill in the form:
| Field | Description |
|---|---|
| Account Name | Friendly label shown in dropdowns (e.g. "Sales — Priya") |
| The address emails will be sent from | |
| Provider | Gmail, Outlook, or Other — presets auto-fill server settings |
| SMTP host / port | Outgoing mail server (auto-filled by presets) |
| SMTP user / password | Credentials used to authenticate sends |
| IMAP host / port | Incoming server — used for saving Outlook drafts |
Provider presets
Choosing a provider auto-fills the server settings:
| Provider | SMTP | IMAP |
|---|---|---|
| Gmail | smtp.gmail.com:465 | imap.gmail.com:993 |
| Outlook | smtp.office365.com:587 | outlook.office365.com:993 |
| Other | Enter manually | Enter manually |
Pick Other for any custom SMTP/IMAP provider and enter the host and port details yourself.
Test Connection
Always click Test Connection before saving. It validates the SMTP credentials against the mail server and tells you immediately whether the account can send. If the test fails, double-check the username, password, host, and port — and for Gmail, make sure you are using an App Password (below).
Gmail requires an App Password
Gmail accounts will not accept your normal password for SMTP. You must:
- Enable 2-Step Verification on the Google account.
- Create an App Password at Google's app passwords page.
- Use that 16-character app password in the SMTP password field.
Active toggle
Each account has an Active toggle, controlled by admins. Only active accounts are available for sending — deactivating an account immediately removes it from campaign sending without deleting its configuration.
How accounts appear in campaigns
Every active connected account shows up in the Send From dropdown of the campaign editor. Selecting an account auto-fills the campaign's From Name and From Email, and the send (or draft save) uses that account's credentials.
See Email campaigns for the full sending workflow, and Campaign logs to trace which account sent each email.