Setting Up Email

Your emails to leads and clients are sent right from within LeadLoop.

Outbound email addresses can be used by one user, or be shared by a team of users, such as your company’s “Front Desk” or “Client Scheduling” teams.

Before Getting Started: To set up an outbound email address for a new user, start by setting up the new user.

To add an Email to LeadLoop:

1. Click the User Icon in the upper right corner.
2. Select Settings.
3. Select Emails.
4. Click Add Email.
5. Enter an Email Address, assign it a User and Location (if applicable), and give it a Name.
6. Click Add Email in the lower left.
7. Select your email provider and grant the requested access.

The Parts of an Outgoing Email Address

Requirements for an outgoing email address are mostly self-explanatory but a few details may help in better understanding their role and relevance.

• Email (Free Fill): This is the new email address you want to start using in LeadLoop to respond to clients and/or send outbound emails.
• Assigned User (Dropdown): Choose the User for whom the new outbound email address is being created.
• Location (Dropdown): If your business is multilocal, select an office or branch here.
• Name (Free Fill): Name the email as you’d like it to appear within LeadLoop. (Note that the name you assign here won’t change the name on your outgoing emails. That name is adjusted in the settings of your email service provider account; Gmail, Yahoo, etc.)

Selecting an Email Provider, Granting Access:

To enable you to view and respond to emails from within LeadLoop, you will be prompted to grant the system limited access to your email account—the ability to view your email messages and settings, and to send emails on behalf of that account. We’ll request this limited access only on those email addresses your company wishes to respond to clients from, and not on every user you set up on LeadLoop.

Active > Connected > Invalid

• "Active" - The email address is connected and in use.
• "Connected"  - The email address has been connected, this will be set to "Active" once you send your first email.
• "Invalid" - The email address needs to be reauthenticated.

Reauthenticating your Email

Periodically emails will need to be reauthenticated, this can be due to a password change or the original authentication has expired.  Reauthenticating is a quick and easy process.

• Ensure you are logged into the email account in question.
• Select the email account under "Leadloop > Settings > Emails".
• Click the "Reauthenticate" button.
• Follow the instructions which may vary based on your email platform

If you have any questions for the LeadLoop customer support team, or if you are experiencing any issues, please email: [email protected].