Email¶
You send email from the client it's about, and it's kept with the client's notes. Replies come back to the same place. Each person can send from their own addresses and from their team's shared addresses.
-
Send an email
Write to a client, pick the address it comes from, use a template, and follow whether it was delivered and opened.
-
Sending addresses
The addresses you send from, the name and reply-to address people see, and your signature.
-
Connect your mailbox
Send through your Microsoft or Google mailbox, so mail shows in your Sent folder and replies come back here.
-
Verify your domain
Add the DNS records that prove you own your domain, so your email isn't treated as spoofed.
-
Email templates
Reusable subjects and messages, with fields like the client's name filled in for you.
-
Email rules
Send incoming email to the right client or person, mark it done, or mark it sensitive.
How email gets out¶
An address can send in one of two ways:
- Through its own mailbox. When you connect your Microsoft or Google mailbox, your email goes out through it. It shows in that mailbox's Sent folder, and mail arriving there comes into BaseCloud.
- Through BaseCloud. Without a connected mailbox, BaseCloud sends for you. This needs the address's domain to be verified for your account, so that inboxes accept it as genuine.
An address that has neither can't be used yet. Sending addresses explains how to tell.
Where email you receive goes¶
Email from a client's contact lands on that client, and in the Inbox of whoever it's for. Email sent to a team's shared address lands with the whole team; see Shared mailboxes. When BaseCloud can't tell which client an email is about, it waits for you as an unmatched email. Email rules let you decide where particular email goes.