Syncing your email will allow 17hats to record your correspondences with leads and clients whether you choose to send the messages through our system or your regular email inbox.
To sync your incoming email, first navigate to Account Settings > Email Settings. The Incoming Email Connection is listed first on your page:
Next, Click on the "Connect Account" button in the top right corner of the Incoming Email Section. For the big providers, connecting your account is as simple as logging in to your email account.
For those with smaller providers or personal servers, it's as simple as inputting your login information as well as the IMAP, server and port information.
Need a hand with your server settings? We've got you covered! Scroll down on the page for Email Help and suggested settings to use to connect.
Incoming Email Server Options
Show emails on dashboard: check this option if you'd like for new emails from your contacts, and needing a reply to display on your overview screen.
* This feature may not be available on all plan types.
Outgoing Email Server
You'll follow the same steps to connect your Outgoing Email Server as you did to connect your incoming email.
Simply click the "change outgoing settings" button and follow the prompts provided.
If you have multiple Users in your 17hats account, or are finding that your emails land in spam frequently, you may wish to use the 17hats Server for your Outgoing Email. Our server has been optimised for deliverability so you don't have to worry about the technical aspects of setting up your email to get into your clients' inboxes, but some recipients may see your emails as coming from an "@17hatsmail.com" address due to the email software they use. You can learn more about email deliverability and avoiding the spam folder here.
When sending emails using your own outgoing server, the name of the User found in "My Account Settings" (ie: John Smith) will display on the sent message. The email address will always display the Outgoing Server email address unless you decide to use the 17hats server.
Outgoing Email Server Options
Email Sent As: The "email sent as" field will display the email address saved under "My Account" within your main account settings. Have multiple users? If please note, that this will change per User logged in.
BCC: check this option to get blind copied on the emails and documents that you send out to your clients through 17hats.
Enable Read Receipts: Check this option if you'd like to see if your clients have opened your email. Learn more about it here.
Ready to setup email reminders or your email signature? Click the buttons below to learn how!
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.