Email Sync Features

Our Email Sync feature has a lot to offer! Once connected you can enjoy using Email Templates, creating Email Drafts, and setting up an Email signature.

For Gmail users, there is also the option to use Email Aliases.

One of the key advantages of the Email Sync is the ability to utilize Email Templates, which can significantly streamline your email communication process by allowing you to save and reuse pre-written messages for different purposes. This feature not only saves time but also ensures consistency in your correspondence.

Note: You can decide if this Email Template is visible to all users within your account, or only to yourself. Simply untick the checkbox Visible to all users.

Note: You can save an email you are writing in the email pop-up window as an email template as well.

Once you have finished writing your email, click the Template option at the bottom of the email pop-up window → select Save message as a template.

While creating a new or editing an existing email template → click on Variable → choose from the dropdown → click Save.

You can choose from the following:

• First name
• Last name
• Full name
• Organization name
• Job title
• Email
• Quote block
• Contact address
• Contact or Organization Custom Fields

You can add files to your template from:

To remove a file, hover over the attachment and select the bin icon.

Note: You can clone a template to create a similar one, by hovering over the template and clicking on the clone icon.

To use the Email Templates, you need to be connected to the Email Sync and the email needs to be sent from OnePageCRM directly to your contacts.

Once you open a new email, click on Template → select the appropriate template → click Send.

The option to create Drafts within the CRM provides you with the flexibility to work on emails at your own pace. You can start drafting an email, save it as a draft, and come back to it later to make any necessary edits or additions before sending it out. This functionality is particularly useful when you need to compose complex or detailed messages that require careful consideration.

The email draft will be saved automatically when you stop typing.

Note:  You can also manually save an email as a draft, by clicking on Save at the top of the email pop-up window.

Email drafts can be found on the Contact Page or the Email Page.

Open the contact → scroll down, below the Next Action.

Open the contact → scroll down, below the Next Action → click on Edit.

Go to the Email Page → click on the Drafts folder in the left-hand side menu → click on the saved email draft.

Email drafts can be deleted on the Contact Page or the Email Page.

Open the contact → scroll down, below the Next Action → click on Discard.

Setting up an Email signature through the Email Sync feature allows you to personalize your emails with a professional touch. You can include your contact information, job title, company logo, or any other details you deem relevant. A well-crafted Email signature not only enhances the overall appearance of your emails but also helps reinforce your brand image and credibility.

The Email Alias feature enables you to create multiple email addresses that all funnel into your primary email account. Email Aliases can be particularly handy for organizing incoming emails, categorizing messages based on their nature, or managing different aspects of your personal and professional life separately within the same inbox.

Please note that if your account is hosted by Outlook365, only the account types Organization or Education are supported to use email aliases in the CRM. When connecting a personal Outlook365 email account the CRM cannot fetch the Email Alias.

Once you select your default email address, it will be shown automatically in the From: when writing a new email from the CRM to your contacts. However, you can still choose between aliases by clicking on the downward arrow beside your email address.

Note: This change will only be applied to this email.