Myphoner lets you connect email addresses and control which ones are available on each list. Whether you use a single email or multiple addresses, this tutorial will guide you on how to:
Connect Google and Microsoft email accounts or add your custom domain e-mail as a verified sender.
Make the e-mail available to different users.
Make the e-mail available to a list (only available for Premium subscriptions).
Make the e-mail account available to a client silo (only available for Premium subscriptions).
Connect email accounts to Myphoner
Connecting your Google or Microsoft account to Myphoner lets you send emails directly from your own mailbox—so all correspondence remains in your personal mail client—while Myphoner automatically logs a copy under the lead’s activity.
Go to Manage
Select Settings
Click on Email.
Select your email provider (Outlook 365 or Gmail) and follow the instructions to connect.
Add a Verified Sender Address to Myphoner
Use the Verified Sender Address if you do not host your email with Google or Microsoft, or if you want to take advantage of open and link click detection in Myphoner.
Verified Sender Addresses use Postmark, a managed email delivery service, to send emails on your behalf. Unlike Gmail or Outlook connections where emails go through your personal mailbox, Verified Sender Addresses send directly through Postmark's infrastructure. This provides:
Open and click tracking — see when leads open your emails or click links, which feeds into the lead scoring system
Bounce handling — automatically detect when emails can't be delivered
Spam complaint tracking — leads who report your emails as spam are automatically unsubscribed
No mailbox required — use any email address from your domain, even if it's not a real mailbox
Go to Manage
Select Settings
Click on Email.
Type your email address in the Verified Sender Address field
Stay on the page and type in the One-time verification code we sent to your email address.
Verify once more by clicking the link sent to your email address from our partner Postmark.
Optional: set up reply tracking to receive replies and bump leads to the top of the queue when they reply to email.
Reply tracking lets Myphoner detect when a lead replies to one of your emails. The reply is logged on the lead's activity timeline, and the lead is automatically bumped to the top of your queue for prompt follow-up. See the reply tracking setup guide for detailed instructions.
Share email accounts between users, lists, and clients
Now that you've connected an email account with Myphoner you can share it with other users or add it to specific lists. To add the email to other users you simply need to:
Scroll down on the page (Manage -> Settings -> Email) and find the email account in question.
Click on the edit icon
Select the drop-down under Users & select the desired user (repeat if adding more than 1 user). The same applies to lists and clients if these features are part of your plan.
Click Update.
Please note: Users can only have one email connected at any time. When you assign users to an email connection, any present assignments will be replaced.
Alternative ways of sharing email accounts for lists and clients
Please note: Sharing email accounts through lists and clients is only available for Premium subscriptions.
Lists
Adding an email account to a list can also be done from the list configuration. Go to the list, click on Configure , and follow the steps below to complete:
Click on Settings.
Go to Sender Email and select the email address in the dropdown.
Click Save.
Clients
Adding an email account to a client can also be done from the client configuration. Go to the client section (Manage -> Clients), and follow the steps below to complete:
Click on edit for the client in question.
Select the email address in the dropdown for Emails.
Click Save.
Email Engagement Tracking
When using Verified Sender Addresses, Myphoner automatically tracks email engagement:
Opens — tracked each time a lead opens your email
Link clicks — tracked when a lead clicks a link in your email
Bounces — flagged when an email cannot be delivered
Spam complaints — if a lead marks your email as spam, they are automatically unsubscribed
This engagement data feeds into the lead scoring system. Email opens and clicks increase a lead's score, while spam complaints and bounces decrease it.
Note: Email engagement tracking is only available with Verified Sender Addresses. Gmail and Outlook connections do not provide open or click tracking.
Unsubscribe Handling
Emails sent through Verified Sender Addresses include a standard List-Unsubscribe header, allowing recipients to unsubscribe directly from their email client. When a lead unsubscribes:
The lead is marked as unsubscribed in Myphoner
Future emails to that lead from Verified Sender Addresses will be blocked
The lead's score is adjusted to reflect the unsubscribe
Leads who submit spam complaints are also automatically unsubscribed.