As part of your initial setup, you connect to a "team" email ([email protected]) as well as each user's email. These connected email accounts are used to send automated payment reminders (Cadences), one-time user emails as well as system notifications. All emails sent between connected accounts and customers are automatically tracked and logged.
To connect a team email, click your initials in the lower-left corner and select Account > Communications.
To connect your email (user email), click your initials in the lower-left corner and select Profile.
Once your email, a Billing Team email, and other user emails are connected, you can edit email sending preferences:
- Cadences Emails — Emails sent as part of your automatic communication rules
- System Notifications — Emails sent from the system (i.e., Customer Portal invites)
- User Emails — Emails sent manually through the platform by users
Initially, you should set all preferences to Team.
To complete the communications setup, click on your initials > Settings > Preferences > and the Communications tab. There you will be able to configure communication delivery settings.
Next: Connect to BlueSnap
Updated about 2 months ago