Discover the power of flexible email management — a hallmark feature in Myphoner. Explore how you can effortlessly share a single email address across multiple agents or designate distinct email addresses to be used for specific lists. This tutorial will guide you on how to:
Connect Google and Microsoft email accounts as a manager.
Make the email account available to different users.
Make the email account available to a list (only available for Premium subscriptions).
Make the email account available to a client silo (only available for Premium subscriptions).
Connect email accounts to Myphoner
Go to Manage
Click on Email.
Select your email provider (Outlook 365 or Gmail) and follow the instructions to connect.
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.
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.
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.
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.