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:
As a manager, 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.
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.
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.
