Email Services
The Email Services section provides a comprehensive platform for managing various aspects of email services. This includes not only sending and receiving emails but also handling email forwarding and integrating domain services.
Email service overview
FORWARDING ADDRESS
In Email Services, you can set up a forwarding email address to receive emails that you would like to forward to a specific location. You’ll receive email replies not only in the Conversation view but also in your personal email inbox. However, when you reply to the leads’ email in your inbox outside of the CRM, your reply will not sync back to your CRM.
This feature streamlines email communication, enabling you to manage emails efficiently and effectively by forwarding them to a designated location. By setting up a forwarding email address, you can ensure that all necessary parties receive and respond to your emails promptly.
Type in the forwarding address
BCC EMAILS
BCC (Blind Carbon Copy) allows you to send a copy of your email to a receiver without including their email in the main recipient list. BCC emails are effective for keeping records of sent emails, keeping multiple parties informed, and sending copies to yourself for record-keeping purposes.
It blind-copies all email sent out
FORWARD TO THE ASSIGNED USER
With the Forward to Assigned User toggle, when a lead is assigned to a user in the CRM, the assigned user will receive email replies directly in their user email. This feature streamlines communication and enables users to manage email conversations effortlessly from within their CRM account.
Using the forward assigned user feature ensures that users are consistently up-to-date on communication with their assigned leads. As a result, users can respond to leads promptly and efficiently, resulting in higher engagement and conversion rates.
Toggle on to forward to assigned user
SAVE CHANGES
Whether you’re updating Email Services, BCC Emails or Forward Assigned User settings or making other changes, be sure to click Save to ensure your changes are applied. This feature saves time and prevents errors in your email communication.
Click to save
DEFAULT PROVIDER
In case you have multiple email providers connected to your SMTP, your CRM provides an option to select the default email service provider. Selecting a default email service provider streamlines your email communication, ensuring that all outgoing emails are sent from the desired email service provider. Additionally, it reduces the chances of errors and confusion that may arise from using multiple email providers.
All new accounts will, by default, use Lead connector – Email, but a third-party SMTP provider can be integrated anytime.
Toggle on the Mailgun
EDIT TAB
If you need to change your email service provider for any reason, the process is straightforward. Simply click on the Edit button and select your desired SMTP provider from the dropdown menu.
Edit the Mailgun
EDITING EMAIL SERVICE
You can choose from popular options like Sendinblue, Gsuite, or Microsoft Outlook.
SMTP Provider – Click on the dropdown menu to select the SMTP provider.
API Key – Get the API key from your SMTP account. Every SMTP provider has a unique API key. for example, you can get the API key for Gsuite by logging in to your Google admin console. depending on the SMTP provider you have selected, you will need to get the unique API key from the respective account.
Domain – From the dropdown menu, you can select the domain which you would like to configure for email services.
Configure your SMTP provider
DELETE PROVIDER
Depending on your permissions, you may see a trash can icon where you can delete an email service provider from your list. Note that if you decide to delete an email service provider, you will not be able to undo this action and you will have to reconnect the service provider again if needed.
Click to delete the Mailgun
ADD AN EMAIL SERVICE
To add a new email service provider, click on the blue Add Service button in the upper right corner of the page. A popup will appear for you to fill in the details.
Add email service
SELECTING AN EMAIL SERVICE PROVIDER
You can choose which email service provider from the list. you can also add a service provider outside of these options.
Select provider
SETTING UP GMAIL
Select provider
ADD YOUR OWN EMAIL SERVICE
To configure your CRM with an SMTP service provider that’s not on the list, simply click on the Other tab. This opens up the option to add an SMTP service outside of the list. From there, follow these simple steps: 1. Click on the “other” tab to add the provider outside of the list.
2. Enter the name of the provider. eg. Sendinblue.
3. Copy and paste the SMTP server details from the SMTP provider you have chosen. (you will have to log in to your SMTP provider’s website and click on the SMTP option to get these details.)
4. Copy and paste the SMTP port number from the SMTP provider you have chosen. (you will have to log in to your SMTP provider’s website and click on the SMTP option to get the details.)
5. Enter the username.
6. Enter your email address.
7. Enter the Password.
8. Click on the “Save” tab.
Customize your email service