RevStackr Email Setup Guide

Choosing the correct email configuration is critical for ensuring reliable delivery and tracking. RevStackr supports three distinct systems depending on your provider and how you communicate with leads.
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Choosing the Correct Configuration
Method Best For Providers
Two-Way Sync Daily 1-to-1 conversations Gmail, G-Suite, Outlook, 365
Dedicated Domain CRM 1-to-1 for other providers Zoho, cPanel, Proton, Fastmail
Campaign System Marketing & Bulk Automation All Providers
Method 1: Gmail / Outlook Two-Way Sync

This method connects your mailbox directly to RevStackr. Emails remain synchronised between the CRM and your personal inbox.

  • Emails send from your real business mailbox.
  • Replies appear in RevStackr automatically.
  • Emails appear in your mailbox 'Sent' folder.
Method 2: Dedicated Sending Domain

If you use Zoho, cPanel, or Proton, we use a dedicated subdomain to manage CRM communication while protecting your primary mailbox reputation.

  • Protects your primary business email reputation.
  • Enables reply-capture for non-standard providers.
  • Uses subdomain structure (e.g. mail.yourdomain.com).
Method 3: Campaign Email System

Recommended for marketing and automation. This system is designed for high-volume outreach, newsletters, and automated follow-up sequences.

Scalability vs Personalisation

The Campaign System is optimized for scalability. While these emails may occasionally land in the 'Promotions' tab (standard for marketing mail), they provide the best analytics and automation triggers for growth.
How Systems Work Together

A typical high-performing account often uses a combination of these systems:

User Role Provider Connection Type
Sales RepGoogle WorkspaceTwo-Way Sync
SupportZoho MailDedicated Domain
AdminAllCampaign System

Summary

Select Two-Way Sync for personal Gmail/Outlook use, Dedicated Domains for all other business providers, and use the Campaign System for any automated marketing or bulk sequences. This tiered approach ensures maximum deliverability and tracking accuracy.