Category: Email Settings

Add Email Account

Posted on by Patric Shannon

Lead Generated sends emails for a variety events throughout our system. By default the emails come from [email protected]. We understand that this probably not desirable in many cases so we have provided you the ability to add your own email accounts to our system. Some of the common cases where you may want to send emails from your email instead of the Lead Generated default email are:

  • Delivering leads to you or your clients
  • Review requests
  • Questionnaire emails

Adding an Email Account

To add an email account expand settings from the left side navigation.

Select Email

From the top right corner click the “Add Email Account” button.

Select your email provider from the drop down list. If you do not see your email provider on the drop down list, select “Other”. When using the “Other” option you may need to contact your host to get the SMTP settings associated with your email account. Check out our SMTP settings article for the SMTP settings for some of the most popular website hosts. When using Gmail there are some additional steps required. This guide will walk you through the settings necessary for Gmail.

After completing the email settings click the “Validate” button to ensure we are able to access the email account with your settings.

Assuming your connection is successful you should see a message like this:

After a successful validation message it is a good idea to send a test email by clicking the “Send Test” button.

In the popup menu enter an email address where you can receive our test email message. If you did not receive the email test, please check your spam email. The test email should be from the email address you just added to our system.

After receiving the test email message you can now save the email address to our system.

Once the email address is saved to our system you can start send emails from our system for Lead Emails, Review requests and Questionnaires.

Check out these articles for more information about sending emails for the associated modules.

Email Settings Lead Management Module

Email Settings Reputation Management Module

Email Settings Questionnaire Module

Connect Gmail Account

Posted on by Patric Shannon

In order to be able to send emails from Gmail, you must set up an App Password. An App Password is a 16-digit passcode that gives an app or device permission to access your Google Account. App Passwords can only be used with accounts that have 2-Step Verification turned on.

To turn on 2-step Verification: 

1. Open your Google Account.

2. In the navigation panel, select Security.

3. Under “Signing in to Google,” select 2-Step Verification and then Get started.

Follow the on-screen steps.

Create App Password

1. Go to your Google Account.

2. Select Security.

3. Under “Signing in to Google,” select App Passwords. You may need to sign in. If you don’t have this option, it might be because:

  1. 2-Step Verification is not set up for your account.
  2. 2-Step Verification is only set up for security keys.
  3. Your account is through work, school, or another organization.
  4. You turned on Advanced Protection.

4. At the bottom, choose Select app and choose the app you using and then Select device and choose the device you’re using and then Generate.

5. Follow the instructions to enter the App Password. The App Password is the 16-character code in the yellow bar on your device.

6. Tap Done

Create App Password

  1. Go to your Google Account.
  2. Select Security.
  3. Under “Signing in to Google,” select App Passwords. You may need to sign in. If you don’t have this option, it might be because:
    1. 2-Step Verification is not set up for your account.
    2. 2-Step Verification is only set up for security keys.
    3. Your account is through work, school, or another organization.
    4. You turned on Advanced Protection.
  4. At the bottom, choose Select app and choose the app you using and then Select device and choose the device you’re using and then Generate.
  5. Follow the instructions to enter the App Password. The App Password is the 16-character code in the yellow bar on your device.
  6. Tap Done.

Lead Management Email Settings

Posted on by Patric Shannon

Among the many important functions of the lead management module is delivery leads from any incoming source to its assigned user. One of the ways this delivery can happen is by email.  In this article we are going to discuss how to adjust the email address used in the delivery of these lead emails. We are assuming that you have are familiar with how to add an email account to Lead Generated. If that is not the case please see the support article.

After successfully adding an email account to Lead Generated you can assign the email account to be used for lead delivery on a company level. This assignment can happen from two different locations. The lead management tab of the email settings page as well as the email settings tab of the edit company page.

Method 1: Email Settings

Using the email settings page you can map more than one company at a time to an email account. To map an email account to a company using the email settings page follow these steps:

  1. Add an email account to Lead Generated.
  2. Expand settings from the left navigation.
  3. Select Email.
  4. Select the Lead Management tab from the top horizontal navigation.
  5. Find the company or by scrolling through the list of companies or using the search bar in the top right corner.
  6. Select the new email address from the drop down list associated with the company.
  7. Add the sender name by clicking the pencil icon and typing in the name to be used for future lead emails for this company.
  8. Type the subject of the email to be used for future lead emails for the company.
  9. Click the save button in the top right corner.

Using the Bulk Apply

The bulk apply allows assigning an email address to more than one company at a time.

  1. Select the checkboxes next to more than one company.
  2. Select the email account you wish to assign to the selected companies from the bulk apply dropdown box.
  3. Click save to apply your changes to the selected companies.

Method 2: Edit Company

The second method for assigning an email account to a company can be done from the edit company screen.

  1. Add an email account to Lead Generated.
  2. Expand settings from the left navigation menu.
  3. Expand the companies sub-menu item.
  4. Select all companies.
  5. Select edit next to the company for which you would like to update the email account.
  6. Select the email settings tab.
  7. Choose the email account from the dropdown list next to lead management.
  8. Click the update button.

Questionnaire Email Settings

Posted on by Patric Shannon

The questionnaire module makes it easy to gather information from our clients or prospective clients. First, we build our questionnaire using the Lead Generated form builder. Next, we send an email that contains a link to our questionnaire. When the user clicks on the link they are taken to the questionnaire that gathers the requested information and saves it safely in our system. By default, this questionnaire comes from [email protected], which we realize may not be ideal in all situations. You are free to customize this to your own email account and have those requests come from an email address that your client will recognize. The first step is to add an email account to Lead Generated.

After successfully adding an email account to Lead Generated you can assign the email account to be used for the questionnaire delivery on a questionnaire level. This assignment can happen from the edit questionnaire page.

Assign Email Account

There are two prerequisites before assigning an email account to a questionnaire. First, you must have already added the email account to Lead Generated. Second, you must have an existing questionnaire. To map an email account to a questionnaire follow these steps:

  1. Expand Questionnaires from the left navigation.
  2. Select All Questionnaires.
  3. Select Edit next to the questionnaire for which you would like to update the sending email account.
  4. Select the new email account from the “Sender Email” drop-down box.
  5. Click the submit button to save the new email settings for the questionnaire.

Reputation Management Email Settings

Posted on by Patric Shannon

The reputation management module provides a system to simplify and automate the review request process. One of the main ways those review requests can be delivered is through an email. Using an email address that is consistent with the company that provided the service will increase the conversion rate of the review requests.  We are assuming that you have are familiar with how to add an email account to Lead Generated. If that is not the case please see the support article.

After successfully adding an email account to Lead Generated you can assign the email account to be used for the review requests on a company level. This assignment can happen from two different locations. The reputation management tab of the email settings page as well as the email settings tab of the edit company page.

Method 1: Email Settings

Using the email settings page you can map more than one company at a time to an email account. To map an email account to a company using the email settings page follow these steps:

  1. Add an email account to Lead Generated.
  2. Expand settings from the left navigation.
  3. Select Email.
  4. Select the Reputation Management tab from the top horizontal navigation.
  5. Find the company or by scrolling through the list of companies or using the search bar in the top right corner.
  6. Select the new email address from the drop-down list associated with the company.
  7. Add the sender name by clicking the pencil icon and typing in the name to be used for future review request emails for this company.
  8. Type the subject of the email to be used for future review request emails for the company.
  9. Click the save button in the top right corner.

Using the Bulk Apply

The bulk apply allows assigning an email address to more than one company at a time.

  1. Select the checkboxes next to more than one company.
  2. Select the email account you wish to assign to the selected companies from the bulk apply dropdown box.
  3. Click save to apply your changes to the selected companies.

Method 2: Edit Company

The second method for assigning an email account to a company can be done from the edit company screen.

  1. Add an email account to Lead Generated.
  2. Expand settings from the left navigation menu.
  3. Expand the companies sub-menu item.
  4. Select all companies.
  5. Select edit next to the company for which you would like to update the email account.
  6. Select the email settings tab.
  7. Choose the email account from the dropdown list next to reputation management.
  8. Click the Update button.

Email SPF Record Validation

Posted on by Patric Shannon