> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/crm/plugins/email-service-providers/email-service-provider-general-set-up.md).

# Email Service Provider General Set Up

**Step 1 :** Go to **ADMIN** > **PLUGINS** and *Click* **Email Service Providers** from the menu on the left.

<figure><img src="/files/RCAlaSxgwLGir1LHL7fA" alt=""><figcaption></figcaption></figure>

**Step 2:** *Click* the tile for the company you are using and *click* **+Activate**.

<figure><img src="/files/BOWxtzdHG3B6HVGZA2Jz" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/je2wPWTqzZlAyXwPzASH" alt=""><figcaption></figcaption></figure>

**Step 3:** Input the credentials and *click* **Connect**.

<figure><img src="/files/cezUxXmA4ldtj9TjAYsG" alt=""><figcaption></figcaption></figure>

*These would come from the email service provider you are using and they will vary based on which company you choose.*

**Step 4:** *Click* **Edit**

<figure><img src="/files/IlN1eewrQ5hEg5X7g2io" alt=""><figcaption></figcaption></figure>

**Step 5:** *Click **Green +*** to add route

<figure><img src="/files/ArmDF7PEoLV0C9aup0gE" alt=""><figcaption></figcaption></figure>

**Step 6:** Choose your **Customer Type**

<figure><img src="/files/sDEzTRn3y9WlSab8NZo6" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Partial** - Partial orders also known as abandoned carts.

\
**Decline** - Orders that decline.

**Soft Decline** - Orders that soft declined.

**Hard Decline** - Orders that hard declined.

\
**Sale** - All new sales.<br>

**Sale with no Upsale** - All new sales without an upsell.<br>

**Upsale** - Only orders with an upsell product.<br>

**Rebill Success** - A successfully billed subscription.<br>

**Rebill Decline** - A rebill that declines (both hard and soft declines).<br>

**Subscription Cancellation** - Anytime a subscription is placed in a Cancelled status.<br>

**Recycle Failed** - Anytime a subscription is placed in a Recycle Failed status.
{% endhint %}

**Step 7:** Select the **CheckoutChamp Campaign** you want the customer to come from. You can select multiple campaigns or leave it as the default 'All Campaigns'.

<figure><img src="/files/cVJxK42R9FyIeDAWwC1i" alt=""><figcaption></figcaption></figure>

**Step 8:** Select the **CheckoutChamp Product** you want the customer to purchase. You can select multiple products or leave it as the default 'All Products'.

{% hint style="info" %}
If the campaign selection is left as the default 'All Campaigns', then the product selection will display base products. If a campaign is specified, then the product selection will display campaign products for the campaign selected.
{% endhint %}

<figure><img src="/files/DEknQ19vDk5h0lsorf1n" alt=""><figcaption></figcaption></figure>

**Step 9:** Select the **CheckoutChamp Product Variant** you want the customer to purchase. You can select multiple products or leave it as the default 'All Product Variants'. It is not necessary to select a variant if your product has no variants.

{% hint style="danger" %}
Variants will not be displayed if you have more than one product selected. You must create multiple routes if you want to specify the variants of different products.
{% endhint %}

<figure><img src="/files/0s8XXi0dU05UOAdvTL2K" alt=""><figcaption></figcaption></figure>

**Step 10:** Select **Create**

<figure><img src="/files/qgYj104QSEOymdRSyCV0" alt=""><figcaption></figcaption></figure>
