Learn how to send your day-to-day emails from Campus.
You can send your day-to-day emails from within your account and have each email logged against your contacts, organisations and deals. This means you'll be able to build up a picture of the communication you have with your prospects.
To set this up, go to your Settings module (by clicking on the Settings item in the dropdown menu underneath the user picture top right of your screen). Then select the Communication item in the submenu and then the Connected Emails item in the dropdown. You'll then be taken to the Connected Emails page.
Click the Connect Email button and the Connect an Email form will appear for you to fill out.
In the first field, choose the user for whom you are setting up the connected email for.
You then need to select the Email Provider - if you're using a Microsoft email client, choose Microsoft, and if you're using a Gmail account, choose Google. Or, alternatively, choose SMTP to create an SMTP connection.
The next steps will depend on which Email Provider you have selected;
SMTP
Campus will populate the Email Address field and the From Name from the chosen user above. These two fields are important as they show up in any emails you send.
Further down the form you need to provide Campus with your SMTP login details.
When you click Save, Campus will do a quick check to make sure the details you entered are correct and actually work. If they don't it will prompt you to try again or, if it's happy that they work fine, you're all done.
If you are using a Google/Gmail user, select Google, and click the button Connect to Gmail to connect to your Gmail account.
Read the warning pop-up, and click Continue if you're happy.
Choose which Gmail account you wish to use.
Click Continue to sign in to campus-site.com.
Tick the checkbox next to 'Send email on your behalf' - this will allow you to send one-to-one emails in Campus.
Click Continue and your connection should be saved.
Microsoft
If you are using Microsoft Outlook 365 user, select Microsoft, and click the button Connect to Outlook 365 to connect to your account.
Read the warning pop-up, and click Continue if you're happy.
Sign in to your Microsoft account using your email address and password.
Read the warning box and click Accept if you're happy.
Your connection should now be saved.