Integrate personal work email

Connect work email

Connect your work email to send personal emails to your customers without having to send them through Journey Builder. The status of receiving and sending email from work email is also recorded in customer journey which is similar to Email Marketing.

In addition, you can connect multiple work emails and follow your list of work emails.

1. Create work email

Step 1: Select Settings → User Account

Step 2: Select Integration → Work Email → + New Work Email

Step 3: Click on + New Work Email

Step 4:

• For Gmail, Hotmail: Follow the instructions directly;
• For SMTP (for private server users such as banks, and corp): User needs to contact the technical department of the company to fill in Incoming Server and Outgoing Server information.

2. Change, delete Work Email

• Click the pencil icon on the right side of the screen to edit the email;
• Click the trash can icon to detach the email. Before removing the email, the system shows a note for users to consider before removing;

Click the Switch button to disconnect the email.

Disconnect: Delete the email from the system completely.
Disable email connection: Hide that email on the sender’s email bar (illustration).

Complete the work email connection.

E-mail signature settings

Step 1: Select Settings → User Account

Step 2: Select Integration → Work Email → E-mail signature Settings

Step 3: Select New signature

Step 4: Use Paste Signature or Manual input to create a signature

Step 5: Set as default signature (Optional)

The default signature is shown automatically in the email footer when a user sends a 1-on-1 email to a customer.

Integrate Calendar

Step 1: Select Settings → User Account

Step 2: Select Integration → Calendar → New account

Step 3: Choose the Calendar provider and click Continue:

• Google Calendar: Sign in to your Google account to connect.

• Microsoft Outlook: Sign in to your Outlook account to connect.

Step 4: After being connected successfully, the account is displayed and the user can Disconnect or Check the connection of that account.

Note:

• A user can only integrate 1 Google Calendar account and 1 Outlook Calendar account.
• Click the star icon to choose the Synchronization Priority account. If 1 task is updated from calendar accounts that are connected, information from the priority calendar will be selected to synchronize to Mobio platform.