Connect Email and use the inbox

Purpose

Connect the right account, respecting personal/shared access and the provider's instructions.

Step by step#

1. 1

   Open Email → Email Settings and start account setup.

2. 2

   Choose an available provider/method: Google/Microsoft authorization or IMAP/SMTP details depending on the account.

3. 3

   Authorize your own account or enter the required details; if an error occurs, follow the provider guidance displayed by the system.

4. 4

   Define shared account users/access when applicable; do not assume the entire organization will see the inbox.

5. 5

   Wait for the connection result and check the account in Inbox.

6. 6

   Open messages, reply and organize them with Labels and Quick Replies according to your permissions.

7. 7

   Review the account signature using the available settings.

8. 8

   For bulk sending, prepare Campaigns and your provider/domain: connecting an inbox does not replace this preparation.