How to connect your Outlook / Office 365 mail account, create templates and send bulk emails

The OnePageCRM integration with Outlook / Office 365 mail allows you to connect your Outlook account and send emails individually or in bulk & create templates directly from inside OnePageCRM

In this article:
Connect your Outlook account Create an email signature
Set up email templates Send emails in bulk & personalize

How to connect your Outlook account

1

Go to your Email page → Select Email Settings.

2

Under Configuration, select Connect.

3
Select Outlook / Office 365 mail from the dropdown →  Next.
4
Select the preferred connection type from the dropdown:   Full (two-way) email sync or   Send and Save manually →    Connect.

How to create an email signature

If you wish to add an email signature, check the Enable signature checkbox and add your signature.

How to set up email templates

1
Go to your Email page → Select Email Settings.
2
Under Templates → select + New Template.

Note: Click on the clone icon to duplicate the email template.

Note: Click on the clone icon to duplicate the email template.

3
Enter Template name, Email Subject and email body text. Note : If you wish to hide this template from all users on your account, untick the check box  Visible to all users.

Note: 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. 

4
Select  Save to create this template.

How to send emails in bulk & personalize 

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 previewtype 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.

6

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


NOTES

  • Your email address must be hosted on Outlook 365 in order to connect your Outlook email address with OnePageCRM. 
  • There are limits associated with the number of bulk emails you can send per 24 hours/user:
    • If you're subscribed to the SMB plan, you can send up to 200 emails per user/day.
    • If you're subscribed to the SMB Plus plan, you can send up to 350 emails per user/day.
    • If you're subscribed to the Enterprise plan, you can send up to 450 emails per user/day.
  • If you're on a OnePageCRM legacy plan (signed up prior to December 2020), you can send up to 200 emails per user/day.
  • If you have an alias email address set up on your email account, you will have the option to send emails from that alias email address and/or set it as a default.  You can also change the default name associated with each alias email address. Alias email addresses are only available on paid  Outlook 365 accounts.
  • You can send up to 30MB per email in attachments.
  • 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 variables like first name, last name, company etc.
  • There are some character limits set by Outlook Desktop versions which may affect the open to 'Open in your email client'. For example on Outlook Desktop 2010, a template cannot exceed 1,033 characters. 
  • If you chose to 'open in your email client', your email signature will lose it's formatting as mail to links do not support HTML.
  • OnePageCRM does not automatically pull your signature from your Outlook Account, you must manually create it.
  • You cannot delete emails in bulk

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