Complete Email Setup Guide

Prepare your email account for outreach with Simply-B2B

To make the most out of your cold email outreach and get the results you want, there’s an absolutely critical part you need to do before you begin - technical email setup. For that reason, we’ve built this step-by-step guide to help you set a strong foundation for successful outreach on all parts.

Here’s what we’ll cover:

🔔 While you can navigate directly to any level from this overview, we recommend following each level step-by-step to make sure you set up your email outreach effectively.

Level 1:

• Choose your hosting platform 🌐 - GoDaddy, Namecheap, and Cloudflare are top choices for buying a high-quality domain name.

• Create an account 🔒: Sign up on your hosting platform of choice and secure a plan with your credit card.
• Check blacklist status before buying a domain: It’s important to find out if the domain is blacklisted - use MXToolbox to find out.
• Buy a domain 🛒 - Log in to your hosting platform, head to the domain section, and purchase one. Remember: For cold outreach, it's better to have a different domain than your main one.

Level 2:

• Set up domain forwarding 🔀 - You want all of your emails from purchased domains to be forwarded to your main one.

Level 3:

• Choose your email provider 📧 - Stick with reliable choices like Gmail and Outlook because they have the best deliverability.
• Create a workspace 🏢 - It’s crucial that you set up a brand new workspace because, as we’ve said, it should be separate from your main domain for safety reasons. For added security, attach 10-15 domains to this new workspace.

Level 4:

• Verify your domain & set MX records 🧾

Level 5:

• Create email accounts 📥- Create up to three email accounts per domain within your workspace using real names.

Level 6:

• Set up your DNS records 🔧 - Set up your SPF, DKIM, and DMARC records as per your hosting platform’s guidelines.

Level 7:

• Connect your emails through Simply-B2B 🔗 - Add the accounts you’ve created to Simply-B2B with a one-click sign-in for Gmail/Outlook. Now, set sender names, campaign limits, and waiting times.
• Set up a Custom Tracking Domain 🌍 - In your DNS settings, create a CNAME record for a subdomain (like track.yourdomain.com) and verify it in Simply-B2B.
• Bulk edit for multiple emails ✨ - Use Simply-B2B’s bulk edit feature for uniform settings across multiple email accounts.

Level 8:

• Enable email warm-up 🔥 - Lastly, for an added layer of safety, enable Simply-B2B’s Infinite Email warm-up in Account settings for all emails connected to your Simply-B2B account.

That said, let’s move on to Level 1 of your email outreach setup.

                                            Start - Level 1: Domain Setup ▶️