📧 Default Email
Every Event Temple user is assigned a system-generated email address.
You can send emails from Event Temple using this address.
Replies go to your login email inbox, but do not sync back into Event Temple.
💼 Email Integration
Connect your own email (Gmail, Office 365, Exchange, or another provider) to:
Send and receive emails directly in Event Temple
Automatically log replies inside Bookings and Contacts
Note: Your login email and your connected email do not need to match.
If you want to change your login email, see How to Update Your Email Address below.
How to Connect Your Email
Go to Settings → Personal Settings → Email
Click Disconnect to remove Event Temple’s default email
Select My own email provider
Enter your email address and click Authorize
Sign in using your email credentials
For Exchange or other independent providers, enter SMTP and IMAP details (ask your IT team if unsure)
🔄 Sync Behavior
Emails sent from Event Temple appear in your Sent folder
Replies to those emails sync to Event Temple
Direct emails sent from your email provider do not sync
Replies to those outside emails also do not sync
Emails sent from a Booking will sync replies to both the Booking and Contact
Emails sent elsewhere will sync replies only to the Contact
👥 Shared Email Addresses
If multiple users connect the same email address, only the first user will receive synced replies.
👉 Each user should connect their own email address for accurate syncing.
Email Signature
Go to Settings → Personal Settings → Email → Email Signature
Add your signature details
Click Save
📬 BCC & Forwarding
You can log external emails in Event Temple using a BCC address.
Emails are logged under the most recent Booking tied to the sender’s email
If no Booking exists, a new one is created in the selected stage
⚙️ Other Settings
Daily Email Limit: Controlled by your email provider
Track Email Opens: Disabled for GDPR compliance (leave unchecked if in Europe)
Security Settings: If your organization requires app approvals, follow your IT team’s steps
🧠 Sync Details
Email sync triggers when you:
View a Contact or Booking Summary page
Open the Mail section in the sidebar
💡 Sync runs every 15 minutes. To see updates sooner, refresh your tab.
🚫 Avoid Sync Issues
Only one user should connect per email address
Avoid linking the same email to multiple Event Temple accounts
🗓️ Email Retention
Synced emails are stored in Event Temple for 2 years, after which they are permanently deleted.
🔄 Update Your Login Email Address
To change the email linked to your user account:
1. Add Your New User Account
Go to Settings → Users & Roles
Click + New User and enter the new email address
Assign roles and permissions as needed
2. Deactivate the Old User Account
In Users & Roles, locate the old account
Click Deactivate and confirm
3. Reassign Bookings and Records
Single Booking: Open the booking and update the assignee
Multiple Bookings: Use the Bookings List → Batch Action Menu to reassign in bulk
Note: Deactivation does not transfer active tasks. Reassign them manually.