1. Introduction

This guide walks you through SaleSmartly’s email integration tools under the [Integration-Email] channel, enabling centralized management of customer emails and automated workflows for seamless team collaboration.

Integration-Email

2. Features

2.1. Smart search bar

Click the search bar at the top to search by Email type, mailbox, note, and opening status, helping you quickly find the Email account.

Smart search bar

2.2. Add an email account

Most of the core functions are based on the premise of successful integration. Therefore, successful authorization is very important. You can click Add Email to integrate your email account. For detailed procedures, please refer to How to integrate Email?

Add an email account

2.3. Enable mailbox

Once you have successfully authorized your email account, you can manage your multiple email message conversations on SaleSmartly in one place.

You don't need to switch homepages repeatedly to reply to emails. It helps you reply to visitor emails more easily and quickly. Click to enable mailbox to receive information in real time.

2.4. Add customer service-configure customer service

After integrating your email into Salesmartly, you can configure customer service for your email account to facilitate the management of your email conversations.

You can add your customer service members in [Basic Settings-Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

Add customer service-configure customer service

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Editing Automation

In addition, you can also create automated processes for email configurations to implement scenarios such as automatic replies, customer recalls, and marketing.

Click Edit Automation > Select Association> Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automation," the account will be automatically associated with all the created automation processes.

Editing automation

Practical Guide