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      How to Set Up Provider Preferences for Your Email Warm-Up

      Take control of your email warm-up strategy with customizable balancing options

      Why Mailbox Balancing Matters

      By default, Warmy’s AI sends warm-up emails to all major email providers (e.g., Gmail, Outlook, Yahoo). While this ensures broad coverage, it’s not ideal for targeted campaigns. Mailbox balancing lets you:

      • Focus your efforts on providers your audience actually uses.

      • Avoid wasting resources on irrelevant providers.

      • Improve deliverability by building a reputation with the right email systems.

      Example:

      • B2B campaigns need a reputation with business-grade providers like G Suite or Microsoft 365.

      • B2C campaigns should prioritize personal email providers like Gmail, Outlook, or Yahoo.

      How to Configure Mailbox Balancing

      Step 1: Access the Balancing Settings

      1. Log in to your Warmy dashboard.

      2. Go to Profile> Warm-up Preferances

        • Tip: You can also access this from your mailbox dashboard. 

      Step 2: Choose Your Audience Type (B2B or B2C)

      This is critical for success!

      • For B2B Audiences (Businesses):
        Focus on business email providers:
        ✅ G Suite (Google Workspace)
        ✅ Microsoft 365 (Outlook for Business)
        ✅ ZohoPro
        ✅ Custom SMTP/self-hosted servers
        Avoid: Personal providers like Gmail, Yahoo, or Outlook.com.

      • For B2C Audiences (Consumers):
        Focus on personal email providers:
        ✅ Gmail (personal)
        ✅ Outlook (personal)
        ✅ Yahoo
        ✅ AOL
        Avoid: Business-specific platforms like G Suite or Microsoft 365.

      ⚠️ Warning:

      • Not sure? Contact Support immediately. Misconfiguration can ruin your warm-up progress.

      Step 3: Set Provider-Specific Percentages

      1. Under Provider Distribution, allocate percentages only to relevant providers (see Step 2).

        • Example for B2B: 50% G Suite, 30% Microsoft 365, 20% ZohoPro.

      2. Ensure the total equals 100% (the system will validate this).

      3. Click Save to apply.

      Step 4: Enable/Disable Manual Balancing

      1. Toggle Manual Balancing on/off.

        • On: Use your custom provider percentages.

        • Off: Warmy’s AI sends emails to all providers (not recommended for targeted campaigns).

      User-Level vs. Sender-Level Settings

      You can configure balancing preferences at two levels:

      User-Level Sender-Level
      Applies to all mailboxes by default. Overrides user-level settings for specific senders.
      Ideal for teams with consistent warm-up needs. Use this to customize individual campaigns or exceptions.

      ⚠️ 
      Sender-level settings always take priority over user-level configurations. Configure individual senders carefully to avoid conflicts.

      Example:

      • User-Level: Set B2B preferences for all mailboxes.

      • Sender-Level: Adjust one mailbox to B2C for a specific campaign.

        • Result: The B2C mailbox ignores user-level settings and uses its own configuration. All other mailboxes follow user-level rules.

      Key Notes to Avoid Mistakes

      1. Default Behavior: If you don’t configure balancing, emails go to all providers—ideal for general use.

      2. New Mailboxes: Settings apply automatically to new mailboxes unless overridden at the sender level.

      3. Priority Rules: Sender-level settings override global preferences.

      What Happens If You Choose the Wrong Providers?

      • B2B Example: Warming up with Gmail (personal) instead of G Suite means your emails won’t build reputation with corporate email filters.

      • Result: Poor deliverability to your actual audience.

      • Fix: Double-check settings or contact support for a configuration review.

      Need Help?

      This is important! Misconfigured balancing wastes warm-up effort and harms deliverability.
      👉 Contact our team if:

      • You’re unsure about B2B vs. B2C providers.

      • You need help prioritizing platforms.

      • You want to validate your setup.