How to use Email Capture address

Your OnePageCRM Capture Email address gives you the option to log your email communication with your customers in OnePageCRM. 

In this article:
Find your OnePageCRM Email Capture address Use your OnePageCRM Capture Email address
Where are emails logged in OnePageCRM? Setup your primary email client

How to find your OnePageCRM Email Capture address

1
Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.
2
Under Communication Apps go to Email →go to  CaptureYour  OnePageCRM Capture Email address is found here. 
Note: To generate a new Email Capture address click  ‘Generate a new one .

How to use your OnePageCRM Capture Email address

There are three ways to use your Capture Email address to store emails in OnePageCRM:

  • Directly send emails to contacts from your OnePageCRM account by clicking on their email address. This prompts the default email client to open a new compose email window and have the Bcc field auto-populated with your Capture Email address.

  • Reply to a contact from your email client and paste your Capture Email address into the Bcc field for the email to be logged by OnePageCRM.

  • Forward the email and in the To field put your Email Capture address to log this email in OnePageCRM.

Where are emails logged in OnePageCRM?

  • Captured emails are logged under the contact’s Emails timeline tab. Note: Emails or attachments must not exceed 10MB per email.

  • If the email address doesn't exist in OnePageCRM but the Capture Email address has been added in the To or Bcc field, the email will be sent to the Notifications area in OnePageCRM. 

  • Here you have the option to assign it to an existing contact, create a new one or delete the unassigned email.
  • How to setup your primary email client

    1
    Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.
    2
     If you’re a Gmail user go to  Communication Apps go to Email → under  Send → select Gmail / Google Apps mail from the drop-down → click Connect  to give OnePageCRM permission to access/send emails.
    Note: Once connected your outgoing emails will be logged automatically. 

    2
    If you’re an Outlook user go to  Communication Apps go to  Email → under  Send → select  Outlook / Office 365 mail from the drop-down → click  Connect to give OnePageCRM permission to access/send emails.
    Note: Once connected your outgoing emails will be logged automatically. 

    If you’re using a different email client such as Apple Mail, select Other.
    Note: You must use your Email Capture address to store incoming and outgoing emails.

    NOTES
    • Your total storage allowance in OnePageCRM is 2GB. If you've reached the allowance, please contact support.
    • Emails will be logged within a matter of minutes, but from time-to-time users may experience a slight delay depending on the volume of emails being processed at that time.
    • You cannot delete emails in bulk from OnePageCRM

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