> 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="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FPjrbIsydx3DuZ0vZXZBI%2Fimage.png?alt=media&amp;token=49762f94-fabe-4f4c-ab6c-2943f883b589" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FmXE9IAjiBFlyMDSU83UF%2Fimage.png?alt=media&amp;token=55fc3e6d-f6db-4700-802a-62be51673298" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FWCgerh9TwNjYrx60DnP7%2Fimage.png?alt=media&amp;token=ccc3ab7b-8fca-4a30-a889-ed5203541e23" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F7ekFBSucm2eXEwJh42II%2Fimage.png?alt=media&amp;token=a68231a5-ab46-44a8-b847-5d517b90c975" 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="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FBAx9YslmlGcbF3QlZ1AZ%2Fimage.png?alt=media&amp;token=b4056fc2-b567-4a62-bca2-0b439f460f13" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FORhmdI49JujeuwBipMCv%2Fimage.png?alt=media&amp;token=d38c5762-8098-484c-88ed-f330d0c41f06" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FwHryR8A1ztFSyLnmbBwl%2Fimage.png?alt=media&amp;token=52aa0800-cf82-4c24-a0a0-cd3bac6d9cac" 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="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FqqA6uNZiZjKzedwA7d4n%2Fimage.png?alt=media&amp;token=f135b41d-0f7a-474a-bdad-85d0eff5431b" 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="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FsIYlTXpeHitZFkEwdVWP%2Fimage.png?alt=media&amp;token=4b3fa555-3431-4ba8-84ff-ec7f76af2dd4" 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="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FN5YPlHB7yij9a9PdBbtP%2Fimage.png?alt=media&amp;token=124346aa-fce9-4553-b7a4-164f8f31c881" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FAU4vvjZ0gUjhS50OvcyX%2Fimage.png?alt=media&amp;token=6af28196-4fdf-4690-b8e5-001c0bb09513" alt=""><figcaption></figcaption></figure>
