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Connecting an Email Account

Written by Nathalie Saikali

To send and track emails from your campaigns, connect at least one email account to Overloop AI.

Connect an Email Account

  1. Go to Settings > Email accounts.

  2. Click Connect an Email Account.

  3. Choose your provider (Gmail and Outlook).

  4. Authenticate with your email credentials.

  5. Confirm connection.

Change the Name Your Prospects See

The From name is the name your prospects see next to your email address.

  1. Go to Settings > Email accounts and click your email account.

  2. Change From name.

  3. Click Save Changes.

Every email sent after that uses the new name, including the emails already planned in your campaigns.

For an Outlook account, the field can't be changed in Overloop AI: Microsoft sends your emails with the name of your Microsoft account, so change it there.

Note: Only the owner of the email account sees the From name field.

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