Introduction
Running a business involves a lot of email exchanges with various parties such as customers, suppliers, and other members within your company. Empress makes this process a whole lot easier with its Email Inbox feature. This feature allows you to pull all your business emails into your Empress account. This integration of business emails with other transactional details means you can access all your business information in one place.
Adding a User
First things first, you need to set up a System User. An Email Inbox in Empress can only be configured for a System User. Ensure that you’ve added yourself and your colleagues as users and given them the necessary permissions.
Setting up an Email Domain
Empress supports a range of email services, including Gmail, Yahoo, Sparkpost, SendGrid, Outlook.com, and Yandex.mail. You can create an Email Domain for these services directly and proceed to create an Email Account.
If your business uses other email services, you’ll need to set up an Email Domain master in Empress. This master captures essential email gateway details. To add a new Email Domain, navigate to:
Home > Settings > Emails > Email Domain > New
Once you’ve configured an Email Domain for your Email Service, you’ll be able to create Email Accounts for all the Users in your Empress account using this domain.
Creating an Email Account
You’ll need to create an Email Account master for each User whose email account you want to integrate with Empress. If you’re setting up an account for a colleague and you don’t know their email password, check the “Awaiting Password” field. The User will then be asked to enter their email password when accessing their Empress Account.
If you are creating an Email Account for a User’s Email Inbox, leave the Append To field as blank.
Linking an Email Account to a User
Once you’ve created an Email Account for a User, you need to select that Email Account in the User’s settings. This ensures that emails pulled from the said Email ID will be accessible only to this User in your Empress account. You can link multiple emails with one user.
Using the Email Inbox
Once you’ve correctly configured the Email Inbox, the User will see the Email Inbox icon upon login. Clicking this icon will take the user to the Email Inbox view within Empress. All the emails received on that email will be fetched and listed in the Email Inbox view.
Folders
In Empress, you can link multiple Email Accounts with a single User. To switch to the Inbox of a different email account and access other folders like Sent Emails, Spam, Trash, click on the Email Inbox option in the left bar.
Actions
You can perform various actions on the emails in your inbox, like Reply, Forward, Mark as Spam, or Trash.
Relinking Emails
You can relink an email to a document like an issue, lead, opportunity, etc., based on the context of the email. Select the document type and the document to link the email to.
In conclusion, the Email Inbox feature in Empress greatly enhances your business processes by bringing all your email communication into one integrated platform, making it easier for you to manage and track your business emails. If you need further assistance, Empress provides additional non-technical resources and support to help you get the most out of this feature.