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How do I send Mindmatrix emails through Gmail?
Posted by The Team at Mindmatrix on 10 September 2015 05:01 AM

Sending out emails from Mindmatrix using your Gmail account

Users can send Mindmatrix emails through their Gmail account, (as in the email will use a Mindmatrix template, but will appear to have come from Gmail), however, this will only work if the email is being sent to 5 or fewer contacts. If a list is selected or more than 5 contacts are selected the email will be sent through Mindmatrix as usual. This functionality is optional and it has to be set on Company level as well as User level.

Super Admins can activate this feature on company level for a child Company only. To activate the feature on company level for a parent Company please contact Mindmatrix support team.

 

To set the feature for Company (only Super Admin User)

Step 1: Click to expand “Setup” and then click on “Companies”.

 

 

Step 2: Click on the company.

 

 

Step 3: Go to the “Setting” tab and check the box which reads “Send emails using Gmail oAuth(Maximum 5 recipients per mail)”, then click on “Save”.

 

 

To set the feature for a User

 

Step 1: Click on the profile icon at the top and then click on the username.

 

 

Step 2: Click on the “Social” tab and check the box which reads “Send emails using Gmail oAuth(Maximum 5 recipients per mail)”, then click on “Save”.

 

Step 3: You will receive a pop-up saying that you have successfully saved your profile. Click “Ok” to proceed.

 

To send email using this feature

 

Step 1: Click to expand “Communicate” and then click on “Email”.

 

 

Step 2: Click on “Compose”.

 

 

Step 3: Click any template and then click on the “lookup” icon to add contacts. After adding the contacts click on “Send”.

 

 

Condition 1: If you add contacts less than or equal to 5 recipients from the “Contacts” tab, then you will be directed towards the gmail account where you have to login and the attachment will be sent.

 

 

Step 4: When you integrate Mindmatrix with Gmail for the first time it asks you to authenticate. To authenticate, click on “Allow”.

 

 

Condition 2: If you add contacts from the “Lists” tab, irrespective of the number of recipients, the attachment will be sent through Mindmatrix itself.

 

 

Collaterals which can be sent through Gmail

·         Email Campaigns

·         Print

·         Web/Landing Pages

·         External Playbook

·         eBooks

·         Images

·         Documents

 

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.


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