HELP CENTRE
Setting up Mail
Mail allows sending emails to your contacts directly from an organization card, even while you’re on a call.
To activate Mail you need to set it up first. To do that, go to your Mail settings.
To activate Mail you need to set it up first. To do that, go to your Mail settings.
Account → Settings → Mail
Then connect an email account.
If you’re using one of the email providers represented in the dropdown list, choose one to connect your email account. If your provider is not represented or you have your own SMTP, you will need to set up your server parameters manually.
Add server → Choose your provider
If you’re using one of the email providers represented in the dropdown list, choose one to connect your email account. If your provider is not represented or you have your own SMTP, you will need to set up your server parameters manually.
Connecting a Gmail account
Go to:
If you’re using one of the email providers represented in the dropdown list, choose one to connect your email account. If your provider is not represented or you have your own SMTP, you will need to set up your server parameters manually.
Account → Settings → Mail → Add server
If you’re using one of the email providers represented in the dropdown list, choose one to connect your email account. If your provider is not represented or you have your own SMTP, you will need to set up your server parameters manually.
Choose “Gmail”
Enter Login and Password from your Gmail account
Optional: enter a username to be displayed as sender’s name
Press “Check the connection”. You will see a green check mark once the server is successfully connected.
If you want to use this email account in script outcomes, activate the option “Allow script binding”.
This will make it available when you set up script outcomes. Managers will send emails from this address automatically when choosing the respective outcome.
Save
Connecting a mail server manually
Go to:
If you’re using one of the email providers represented in the dropdown list, choose one to connect your email account. If your provider is not represented or you have your own SMTP, you will need to set up your server parameters manually.
Account → Settings → Mail → Add server
If you’re using one of the email providers represented in the dropdown list, choose one to connect your email account. If your provider is not represented or you have your own SMTP, you will need to set up your server parameters manually.
Choose “Other”
Enter SMTP parameters you received from your mail hosting provider or your system administrator
Server address is the address of your mail server. It always starts with “smtp.”, for example “smtp.gmail.com”, “smtp.mtn.co.za”
Domain is only required in case it differs from your server address.
Port: 465 (default)
Authentication method: PLAIN (default)
Encryption: OFF (default)
Domain is only required in case it differs from your server address.
Port: 465 (default)
Authentication method: PLAIN (default)
Encryption: OFF (default)
Enter Login and Password from your account
Optional: enter a username to be displayed as sender’s name
Press “Check the connection”. You will see a green check mark once the server is successfully connected.
If you want to use this email account in script outcomes, activate the option “Allow script binding”.
This will make it available when you set up script outcomes. Managers will send emails from this address automatically when choosing the respective outcome.
Save
Was this helpful?
No
Yes