Connect mailboxes, signatures and sending email to contacts.
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- How to choose the sender name and email your customers seeManual emails are sent from your user email; for campaigns, templates, bulk sends and workflows, set the From Name and From Email in each one's settings. Otherwise the email of the contact's assigned user or the business email is used.
- How to connect your Gmail or Outlook inbox to Elooo CRMIn Settings › My Profile, scroll to the email sync section, choose Gmail or Outlook, click Connect and authorize the connection. One-to-one emails you exchange with contacts will then show up in Conversations and in your personal inbox.
- How to get email replies into the right inbox (forwarding, reply-to and BCC)Go to Settings › Email Services › Reply & Forward Settings. Enter a forwarding address to get a copy of replies in your inbox, a reply address to route replies away from Conversations, or a BCC address to get a copy of everything you send. Click Save when done.
- How to see which contacts opened, clicked or bounced an emailGo to Settings › Email Services › Email Analytics, set the date range, click Filters, pick the source (campaign, workflow or bulk send) and the source name, then click a metric card (Opened, Clicked, Bounced…) to see the matching contacts. Only available with the Elooo CRM email service.
- How to send an email to a contactOpen the contact in Contacts (or the conversation in Conversations), pick the email channel, check the sender, write the subject and message and click Send. The customer's reply shows up in the same conversation.