Work efficiently with your Gmail/GSuite or Outlook email and calendar in Shape Software CRM—together in one place. This email integration lets you send emails and share calendar events within your Shape Software system.
Click your profile picture in the top right and select “Email Settings” to be taken to your email settings where you will integrate your Gmail or Outlook.
Email Settings: https://secure.setshape.com/profile/4?tab=email-settings
You will be prompted to enter the login credentials for the email you are wanting to connect.
Once connected, there are 3 options for the email calendar sync:
After connecting your Gmail or Outlook Online account, your manually sent emails will be sent through your connected email account. (Drip Campaign and Triggered Emails are not sent via your email server but instead are sent through Shape's server.)
This can be due to the following reasons:
The fix for this is simply disconnecting your integrated email and re-connecting!
This could be caused by a number of settings outside of Shape. DMARC settings controlled within your email settings are typically the main issue when it comes to email deliverability.
Outgoing emails from your system are tracked in the Outgoing email report https://secure.setshape.com/email-report
This report tracks the metrics for successful/failed emails, opened rate, click through rate, bounced rate, and total unsubscribes.
Keywords: email, outlook, integration, sync, email sync, calendar, email calendar, outlook calendar, google, gsuite
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Changing templates will take time and may require an implementation fee