Related Questions:
Connect Gmail to my Event Temple Account
Link my Google Email to Event Temple
Enable Gmail interaction
Procedure:
How to connect your email
Authorize your email
Select Settings from the Menu
Select Personal
Select Email Settings
Select Disconnect Email (to disconnect you from the Event Temple email)
Select My own email provider
Enter your email address
Click Authorize
Sign in using your email Credentials
Select which emails you would like synced (see below for further information on sync settings)
Sync Setting
Once connected, users have the ability to choose which emails they'd like synced into Event Temple
Only emails initiated from Event Temple - only replies to emails sent from Event Temple will sync
All emails from contacts in Event Temple - any email associated with an Event Temple Contact (whether they are the sender or a recipient) will sync
Additional email settings
Set up your Email Signature
Select Settings from the Menu
Select Personal
Select Email Settings
Select Email Signature
Enter your Signature details
Save
BCC and Forwarding
For emails not connected to Event Temple, there is BCC & Forwarding functionality that allows you to send an email, while simultaneously adding it to Event Temple for proper tracking.
The email will get logged under the most recent Booking associated with the email address associated in the email. If no Booking exists, it will create a new one.
Other Settings
Daily Email Limit - this is how many emails Event Temple can send from the system, per user, per day. We automatically set these limits based on the rules of the email provider you choose.
Track Email Opens - This can also result in spam, so use this feature carefully. If left checked, Event Temple can track when your customers have “read” your emails. This feature isn’t allowed to be used in Europe due to GDPR regulations. If you are a European customer, please leave this unchecked. If emails are tracked it will also prevent contacts from being merged. Tracked emails will need to be deleted in order to merge Contacts with tracked emails.
Important considerations about integrating your email
Depending on your sync settings, emails sent & received from Event Temple will appear in your email account and vise versa - emails sent & received in your email account will appear in Event Temple under the relevant Contact and Booking.
Training Video