In this article, we will break down how to link your email with Shaker.
How does email linking work?
Linking your email with Shaker will sync your email communication with clients to their contact records in your Shaker account. Emails will only sync with contacts who have been added to Shaker with a valid email address.
We only sync emails that are:
Sent from the linked email account and matches a contact or team member
Sent to a linked email from a contact or team member
Emails sent via Shaker will also show up in the sent items of your personal email account.
Will my emails be sent if I don't link my email account?
If your email account is not linked, messages can still be sent from Shaker, however, those messages will come from a Shaker email address: notifications@mail.shaker.io. They can be replied to and found within your Shaker message inbox, but incoming emails from contacts to your personal email address will not be logged to their Shaker contact record until your mail account has been linked.
Connecting Your Email Account:
Shaker - 10 April 2023 - Watch Video
Click the Settings tab
Under User Settings, select "Email"
Click to link your email
Choose your email provider and enter your credentials to sign in.
Click Allow Access
You're done!
Linking with IMAP
If you do not see your email provider listed after looking through the directory of supported providers, you may still connect your email if your mail provider supports IMAP. Usually Googling the "name of your provider" + "IMAP Settings" will direct you to the information needed. You can also consult your email provider's help docs on IMAP Settings.
Once you have the necessary information go to Settings > Email in Shaker
Select "Link Email"
Choose "Select a different provider"
Expand to "See All Providers" and Choose IMAP (Last option)
You will need to enter the username and password for your email account and complete the settings as directed by your email provider.
Click "Save" and you're finished!
Troubleshooting Connection Issues
Sometimes emails stop syncing. There are various reasons for this including password changes or setting changes made by your email provider. If you believe your email has stopped synching, try the following.
1. Visit the Setting > Email Settings Page in Shaker to confirm your email is still linked. A successfully linked email should look like this:
2. If your email has become disconnected, follow the linking instructions above for your specific email provider to reestablish your email connection.
3. If your email is showing that it's linked and you still believe there is an issue with email sending or syncing, submit a support ticket with an example of a recent email you've sent including the contact's email address.