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Email

Email Overview

Email is only available in Standard accounts. Onpipeline provides an internal email client that allows you to read and write emails. If you have an email account using IMAP and SMTP (it’s a standard) then you will be able to connect to Onpipeline. Emails will be automatically linked to contacts and deals We’ll connect emails […]

Connect your email account

You can connect any mailbox to your Onpipeline account. Email Sync feature is compatible with all major email providers. Just go to Settings / Email and enter your credentials to connect IMAP account (read) SMTP account (send) At user level you can configure your “personal email”, if you are an Admin you may add one […]

Write an email

In addition to the Mail section, from which you can always write emails, within your Onpipeline account you will be able to write an email from anywhere you see an email address. Just click on the address (click-to-email link) to open the email client. It works like other email clients, such as outlook: write a […]

Email Templates

Messages can be standardized so as not to forget important parts when writing to a customer. Email templates represent the easiest way for salesperson to save time! It’s like writing an email that you will send in the future. You will be able to reuse the template by clicking on the template button of each […]

Customize your email Signature

You can personalize your email signature when sending an email from Onpipeline. To customize your email signature, navigate to Settings > Email then select Signature.  

Email Tracking

In just one click you will see when the email sent from the application was opened and clicked by the recipient. Morever, you can track if your attachments (i.e. offers) were opened. You can see opens by clicking on the green eye in your sent message. You can see clicks or downloads by clicking on […]

How to connect my Office365 email account to Onpipeline

On standard accounts go here The mailbox form appears with the IMAP and SMTP server. Type in your email address, user name, password and other details as follows, then click on save.   Two-way sync of the Sent folder: mails sent from Onpipeline are written back to your office365 account and vice-versa. If you access […]

App Password on Office365

Use App passwords instead of your usual password to connect your email to Onpipeline. IMPORTANT: Multi-factor authentication (MFA) must be enabled for your Office365 user account. Just go to https://account.activedirectory.windowsazure.com/AppPasswords.aspx (login as user) to create one in 1 minute. Select App Password Method Enter a name for the App Password and click next Copy the […]

Google Emails

In your google account under “Security” Enable 2-step verification: Create an app password for Onpipeline to be used instead of your usual password. Should you have any doubts please do not hesitate to contact us.

App Password for Gmail

2-step verification must be enabled for your user account, you can use an app password to login. Just use this password instead of your usual password to connect your email to Onpipeline. Here is how to create an app password on Gmail. 1. Connect to your google account  2. Under “Security” look for App Passwords 3. Then […]

Send Bulk Emails to your Contacts

* Advanced Plan required * Get the most out of your business emails. Find recipients using filters in list views, select them and use custom templates. You can track the status of your emails and schedule them to be sent at convenient times. Once you have selected your list, click again on the “Bulk Email” […]

Email host names and ports from the most used mail providers

Problems configuring sync with your email? Industry default email ports (for almost all the providers) are: IMAP: PORT 993 | SMTP: PORT 465 (SSL) OR 587 (TLS) Please find below the configuration data of the most used email providers: Gmail – G Suite Office 365 Aws Workmail Rackspace Godaddy Gmail – G Suite Before you […]

Gmail / Chrome Extension

You can access CRM Contacts and Deals directly from your Gmail. Add or update your Contacts and Activities without leaving your Inbox! With this Chrome Extension when you click on any email message, you’ll see the contacts, your sales history, and much more. Each day you will obtain a clear overview of what you need to […]

Mailchimp

MailChimp is an email marketing provider you may use to design and distribute email campaigns. Mailchimp can be integrated into Onpipeline, allowing you to export filtered list of contacts into Mailchimp Audiences. Connecting MailChimp with Onpipeline requires a MailChimp account. If you wish to create a MailChimp account, click here. Connect your account to Mailchimp […]

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