Integrate with Email

Below you will learn how to manage email messages within SaleSmartly, the steps are as follows:

1. Integrate with email

(1) Click [Add Email]

(2) After selecting the mailbox type, you must select the access mode.

   ①Select the client mode (Client mode is generally recommended)

• If you select "Client Mode", the system will automatically fill in the address, port, and encryption method of the sender/receiver (if you have changed it yourself, you need to fill in it manually)；Acquisition code tutorial:  https://sh5wgp.helplookapp.com/docs/xaPTgy
• Check the mailbox folders to be synchronized (the checked folders will be synchronized to the system), and click [OK]. Note: If you change the password or authorization code and the connection fails, you cannot send emails and synchronize folders at this time. You need to click [Edit] to update the password or authorization code.

②Select the client mode

• If you select "Forwarding Mode", the system will automatically fill in the receiving address and the sender server address, and the user needs to select the mailbox type, as well as fill in the sender's name, email address and other information.

(3) Integrate Email into SaleSmartly, after “Enable Email”, you can see your email chat information at [Online Chat].

2. Reply using email chat

In the chat interface, you can view visitor information from the email channel and reply to related information. When you reply to the email channel information content, click Reply, edit and fill in the email title and email content, click Send, you can quickly reply to the visitor information!