How to connect your Gmail account, create templates and send bulk emails

OnePageCRM's integration with Gmail just got more powerful. You can now, connect your Gmail account with OnePageCRM and send emails individually or in bulk & create templates directly from inside OnePageCRM.

Follow these steps:

  • Connect your Gmail / Google Apps account
  • Create an email signature
  • Set up email templates
  • Send emails in bulk 

Connect your Gmail/Google Apps account

    1
    Open AppsAll  Integrations → select Email
    2
    Under CONFIGURATION → select Gmail / Google Apps mail from the drop down → click Connect  to give OnePageCRM permission to access / send emails.

    Create an email signature

    If you wish to add an email signature, click  Email signature → add your signature and check the Enable signature checkbox 

    To set up email templates

      1
      Open AppsAll  Integrations → select Email. 
      2
      Under Templates → select Add Template.

      3
      Enter Template name, Email Subject and email body text.
      4
      If you wish to hide this template from all users on your account, untick the check box Visible to all users.
      5
      To add a variable to your template select  Insert variable and choose from the following: First name, Last name, Full name, Organization name, Job title, Email, Title (Mr/Mrs), or any contact custom fields you've set up. 
      6
      Select  Save to create this template.

      To send emails in bulk 

      1
      Select all contacts that you want to email using the  bulk selector or individual contacts by selecting the checkbox beside their name.  Note: You can also select contacts from any of the filters to the left of your Action Stream including; tags, status, lead source or filters.
      2
      Under Message select Send email...

    3
    In Step 1: Create master email  and preview,  type your email message or choose a Template. Note: Variables appear in a red text and will automatically populate for each contact.
    4

    Select Preview to view emails.

      5
      In  Step 2: Preview emails with option to tweak you can:
      • Personalize email content by selecting the Edit individually link. 
      • Scroll through emails using the left and right toggles.

      • Click Send all once you're happy with your email messages.

        NOTES

        • You must have a Google Apps mail or Gmail email address associated with your OnePageCRM account - all emails are sent from this address.
        • There is a limit of sending 200 emails per 24 hours
        • Email templates are only available once you've set Gmail or Google Apps mail as your primary mail client.
        • Use Variables in your template and we'll auto-insert the matching details for each contact.
          • So First name appears as [contact.firstname], Last name appears as [contact.lastname], etc.
          • Variables have a fall back option so "Hi [contact.firstname,fallback=there]", means that if there is no contact first name, it will default to Hi there.
          • Variables also include contact custom fields (learn more about setting up custom fields here).
        • To save an email for future use, click on Templates and select Save  message as a template to reuse this email.
        • You can customize your subject line to include first name, last name, company etc.
        • If you chose to 'open in your email client', your email signature will lose it's formatting as mailtolinks do not support HTML.

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