How to Integrate Email?

1. Introduction

An integrated mailbox can directly connect multiple email accounts of the enterprise to SaleSmartly, allowing customer service staff to centrally view and reply to customer emails from different mailboxes. It is also possible to send bulk emails such as EDM marketing on the platform, realize unified management and operation of email channels, and improve customer service efficiency and email marketing results.

 

2. Step-by-Step Guide

Below, you will learn how to manage email messages in SaleSmartly. Follow the steps:

2.1. Email Integration

2.1.1 Click [Add Email]

2.1.2 After selecting the mailbox type, you must select the access mode.

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

If you change the password or authorization code and the connection fails, you will not be able to send emails or synchronize folders. You need to click [Edit] to update the password or authorization code.

②Forwarding mode

If you need to set up the forwarding mode, after setting up automatic forwarding on the corresponding email platform, you need to contact our customer service to send you an email confirmation.

Note: How to obtain the authorization code for various email accounts? Click the link to jump to the document.

1.3 Integrate Email into SaleSmartly

Click the "Enable Mailbox" switch to use your mailbox to reply to chats.

2. Reply via 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 content of the Email channel, click Reply, edit and fill in the email title and email content, or select an existing Email template to send. You can also add attachments, customize the sending time, etc.