The 'Email Settings' page lets you make choices around your email workflow and templates. There are a lot of exciting decisions to make here, so this article is a map to the articles that cover each of the features on this page.
Across the top of the 'Email Settings' page you'll see three tabs: Preferences, My Templates and Shared Templates (only for Admins on Professional and Enterprise)
Let's review the settings contained in those three in-page tabs. You'll notice that each links to another article that covers the feature in more detail:
The 'Email Preferences' box lets each user choose how they want to send and receive emails. You have three choices in the drop-down menu at the top of the box:
- 'Send and reply from Prosperworks' - You're telling the system you prefer to work on emails in the ProsperWorks web app. You must be synced with Gmail to use this preference. The 'Send and reply' preference is required if you want to use features like bulk send and email templates. You will compose and press send on an email in ProsperWorks, but it will still technically be sent out via Gmail.
- 'Email links open in Gmail' - You're telling the system you prefer to work on emails in Gmail. You must be synced with Gmail to use this preference. When you click to compose an email from within ProsperWorks, a Gmail pop-up window will appear, letting you compose the email right in Gmail.
- 'Email links open in my default email client' - You're telling the system you prefer to work on emails in your third party email client. This will work if your ProsperWorks account was created with the third party email client.
The 'Individual Email Visibility Control (Admin)' is just as the name suggests: Only visible to admins. You'll have two options for your team:
- 'Yes, users may specify their own default visibility (private by default)' - While there is no setting that lets admins make all emails public when they come into ProsperWorks, this is as close as it gets. You're letting each user choose whether they want to make their emails public or private.
- 'No (always private by default)' - When a user's emails sync to ProsperWorks, only the user and all admins can see those emails. Fellow users cannot see each other's emails.
The strategy behind this decision is something we've detailed in our 'Email Visibility' article, so head over there if that's what you're looking for.
The 'ProsperWorks Mailbox' setting is for those of you who are not using our Gmail sync feature. You can still sync your emails to ProsperWorks by including the email address provided there in the BCC line of any email you want to sync. Each user can add this email address to individual emails they want to sync. If you'd prefer to sync all emails to ProsperWorks, check to see if your email client has an auto-bcc setting.
Each user can also check a box if you want any of the CC'd people in an email chain to be sent to ProsperWorks as people (bypassing the 'Suggested Contacts' feature, which only works for Gmail users).
The 'Chrome Extension Open Tracking' checkbox activates email tracking in your Chrome Extension. Check out our article on email tracking to know when emails you've sent have been opened. Email tracking is available on our Professional and Enterprise subscriptions. Check out our article on our Chrome extension for Gmail and Inbox if you want to add ProsperWorks functionality to your Gmail inbox so you can work out of one browser window.
Email templates are a great feature to speed up a repetitive workflow. If your customers all tend to ask the same questions, you can apply a pre-written response to these emails with one click. Merge tags pull default field data into your response so it's personalized.
The 'My Templates' tab is available to all users on all plans. You can create your own email templates that are only available to you.
The 'Shared Templates' tab is available to admins on the Professional and Enterprise subscriptions. This allows admins to create templates for the whole team.
Check out our article on email templates for help creating your workflow and creating your templates.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.