General

Account/Location Level

New Appointment Request
The "New Appointment Request" notifications are sent from the Unassigned Calendar and the Group Calendar.

How to Disable "New Appointment Requests" for Assigned Users within Group Calendars

Settings > Calendar Settings > Open Calendar > Click on tab 3, Confirmation tab > Save.

How to Disable "New Appointment Requests" in Unassigned Calendar
Settings > Calendar Settings > Open Calendar > Click on tab 3, Confirmation tab > Remove email(s) > Save. 

Please Note:
If the calendar settings for auto confirmation and sending appointment alert emails are enabled, appointment owners will receive appointment request emails. The developers are working on deploying a fix scheduled for the next calendar update.

Appointment Review Request Email & SMS - [Can be disabled]

Please Note:
When sending a review request, the person who is signed in will be the one listed as the sender of that message.

If you are looking to send a review request from the contact’s assigned user, please use the Workflows action "Send Review Request" to send a request on behalf of the assigned user.

Social Planner Reconnect Expired Token Notification Email - [Can be disabled]

Please Note:
When sending an email notification, the person who is signed in will be the one listed as the sender of that message. 

New Review Email (Can be disabled)

Invoice Payment Notifications

• Invoice payment attempt failed for the end customer.

• Invoice payment successful by the end customer.

• Error in auto payment of a recurring template.

• Skipping auto payment because the amount was manually updated for the invoice.

• End customer invoice is received.

• Payment for an invoice is successful.

• Payment attempt for an invoice has failed.

• Upcoming auto payment information.

• Auto payment failed for a recurring template.

Platform Level

• Reset Password

• Verification Code Email

• New User Email Notification
  Notifies when a user is added to your account or a location.

• Notify a New User with Username & Password When Their Account is Created

• Notify When a New SaaS Sale Happens

• Payment Failed for the Client

• New YEXT Sale Internal Email

A2P and Toll-Free Verification Events Email Notifications

• A2P and Toll-Free registration status updates via email to the account owner and admin, sent from “noreply@donotreply.leadconnectorhq.com.”

They will receive email notifications when the statuses below are updated by the carriers:

• A2P Brand
  • Rejection
  • Approvals
• A2P Campaign
  • Submitted
  • Rejection
  • Approvals
• Toll-Free
  • Submitted
  • Pending Review
  • Rejections
  • Approvals

What are Reply & Forwarding Addresses?
Here are a few additional configurations that you can use to receive copies of the Emails that you get in the platform using a Forwarding Address or BCC. Reply Tracking is also elaborated.

Where to Find Reply & Forward Settings
Once you are in the location, click on Settings -> Email Services

Forwarding Address
If a lead responds to an email, that response is always going to show up in the Conversations tab. However, if you want a COPY of the lead’s email response to go to someone’s email, you could put in that email address there. All incoming and outgoing emails (To, CC, and BCC) will be charged.

You could enter multiple forwarding email addresses here separated by a comma, e.g. email1@test.com, email2@test.com, email3@test.com

IMPORTANT: Forwarding address and BCC Emails ONLY work when using Mailgun and LC Email. We don't support other SMTP providers.

Reply Address

Now we have the option to Add a reply-to address. All incoming emails will be sent to that email address instead of routing to the Conversation tab.

When you reply to the leads' email in your inbox outside the CRM, your reply will not sync back to the CRM.

You will be able to add up to 5 email addresses.

This can be configured in Settings > Email Services > Reply & Forward Settings > Reply Address.

Make sure to Save once you have entered a Reply Address.

BCC Emails

You will receive a Blind Carbon Copy of every email that goes out from that location. This is configurable from Settings > Email Services > Reply & Forward Settings > BCC Emails.

Forward to Assigned User

The assigned user of the lead will receive the email replies in their Email Inbox. The Email will be sent to the Email address for that user in Settings > My Staff > edit User > User Info.

Enable Reply Tracking - Other SMTP Providers

There's no option to enable reply tracking for Mailgun since it's directly integrated with the Receiving route set up in Mailgun. Click here to learn more about: How to set up Replies in MailGun.

If you mask the sender email like testing@gmail.com, the reply-to address will show as testing@replies.subdomain.com, which is the Mailgun subdomain we set up for the location in your account Settings -> Mailgun.

Replies will still appear correctly in the account’s Conversation tab.

Example With Reply Tracking

The highlighted email shown in the screenshot below will be the reply-to email address. So we can capture the email replies back into the Conversation tab to read, manually respond or trigger a response using tags, etc. This will be the limitation of using SMTP integration.

IMPORTANT: We are not able to get email replies back to the Conversation tab if we copy the highlighted email below and send a direct email/ initiate a new email thread with it. We will need to reply to the email sent from the system.

Example Without Reply Tracking

The highlighted email shown in the screenshot below will be the reply-to email address. We will not be able to capture the email replies back into the Conversation tab. But responses will be going to the configured sender email in the inbox.

Frequently Asked Questions

Q: Why do attached files not get forwarded along with the email replies?
A: The forward settings in the email services tab do not support forwarding attachments. So if the contact replies to the emails with an attachment, we will need to log in to the conversation view to see it.

Q: Why do the forwarding emails I’ve added disappear after attempting to save?
A: If the email addresses are invalid or they collide with any dedicated domains added to your account, they cannot be used as a forwarding address.

Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder!

Which sender email should the leads be receiving emails from?

If you are using Mailgun or the platform's email system, the Business email will be used if the lead is not assigned.

How to check if contacts are assigned or unassigned:

• Search for the contact in the Smart Lists tab.

• Search Conversations -> Click on the icon on the right to view the Contact Details.

• Check who is assigned to the contact.

Places you can configure the sender's email - Manual Email:

Conversation Tab: The From email will be the logged-in user's email by default. 

However, if 2-way email sync is set up, it will show the integrated email.

Places you can configure the sender's email - Automated Email:

Email Template:
Click on Marketing > Emails > Templates > +New.

Bulk Action - Send Email:
Click Contacts -> Smart Lists -> Select Contacts -> Click Send Email.

Add the From Name and From Email.

Workflow Settings:
Click Automation -> Workflows -> Create Workflow.

Workflow Send Email Action:
Click on the + button -> Select the Send Email option.

FAQs:

Why does the From email in Outlook always look long and strange?

This is an issue with how Outlook displays the sender's information. If you send this email to Gmail, it will show the sender's information correctly in G Suite.

How to remove the "send via" information in Gmail?
Make sure to use the same sender email domain that matches the Mailgun domain you set up.
Learn more about the extra info next to the sender’s name.

Primary functions within this feature set:

• Email Stat Filtering: Users have the ability to filter contacts based on specific email stats, including Sent, Delivered, Opened, Clicked, Complained, and Bounced. This feature allows users to target and analyze contacts based on their engagement levels, aiding in the optimization of email outreach.
• Date Level Filtering: Users can narrow down their contact list to a specific time frame, allowing for measurement of the impact of email campaigns and facilitating data-driven decision-making.
• Email Sending Type Filter: The ability to filter contacts based on the type of email sent has been introduced. Whether it's bulk email, campaign, or workflow, users can now select multiple campaigns or workflows to segment their contact list with precision. This feature offers a granular approach to tailoring messages to different target groups.

By combining these powerful filtering options, users are equipped with a comprehensive set of tools to refine their email marketing strategies and boost engagement rates.

How to Use These Filters:

STEP 1: Locate and select Settings within your account.

STEP 2: Within settings, select Email Services.

STEP 3: In Email Services, select the Email Analytics tab on the top menu.

STEP 4: Select/sort by date range and apply your desired filter.

Overview
In the realm of email marketing, accurate metrics are crucial for understanding customer engagement and the effectiveness of your campaigns. Bots can artificially inflate your open and click rates, leading to misleading data. To combat this, we have introduced the Bot Detection Preventing Statistics Increment and Automation Execution feature. 

What Does This Feature Do?
This feature identifies and mitigates the impact of bots interacting with your emails. When a bot is detected opening or clicking an email, the following actions are taken:

• Preventing Statistics Increment: The email open or click counter will not increment, ensuring your engagement metrics reflect only genuine user interactions.
• Preventing Automation Execution: Any automation events triggered by email opens or clicks will not execute if a bot is detected, maintaining the integrity of your automated workflows.

How to enable/disable the Bot Detection Prevention Settings?
By default, the Bot Detection Preventing Statistics Increment and Automation Execution feature is turned off.

Navigate to Settings -> Business Profile. Under the "General Section," you can find the settings. 

Check or uncheck to enable or disable the feature.

ONLY applicable to users of the platform’s email system and Mailgun users.

1. Custom domains provided under LC email.
2. Location admin email present in settings.

1. Navigate to the email marketing section and create a campaign.
2. Enter the email address you wish to verify in the sender email field.
3. Click on the "Verify Now" option.

4. Check your email for an OTP (One-Time Password) and enter the 6-digit OTP.

5. Once the OTP is entered, your email address is verified and can be used for future campaigns.
6. Additionally, this can also be done through the settings page, by clicking on "Verify an email"