Inbox Sync Settings

hello vipers let's talk about the inbox

sync and schedulers settings

so the way you get here is by clicking

on the upper right

corner here where your name is hit setup

and then click on inbox sync and

scheduler

you'll find this right here which gives

you a couple options

for how the inbox sync will be

controlled in vip cloud so let's just go

through this top to bottom

so right here send individual emails

through your own

email with your own email exchange

account

and so what that is is first of all an

individual email

invite cloud is any regular email you're

sending to a single recipient so it's a

not it's not a mass email

and most people are going to want to

have this

checked because what that will do is

when you send

these emails they are going to then

appear in your sent folder

in your email client which is quite

handy so you can go into your

regular email client like you know like

g suite

or office 365 and

when you search for emails you'll know

that everything in there

is every email that you've sent that

isn't a mass email anyway

uh that is unless you change the setting

here

uh so in most cases you're going to want

to have you want to leave this checked

and these are the

default settings by the way when you

establish your uh

your inbox sync so then down here

send mass emails through bytecloud's

servers we strongly recommend that you

leave this checked and the reason for

that is because if you don't check this

mass emails will instead be sent through

your own email exchange like your

individual emails

and then you'll you'll likely run into

the risk

of hitting your daily

email send caps that are established by

your own email exchange

um and so what you'll want to do is if

you

if you do decide that you want to have

mass emails

sent through your own email exchange

look into

what those send limits are and make sure

that you won't be

hitting those limits and then here

sync inbound emails into vipe cloud

this is basically like one of the

one of the flagship uh features in these

uh inbox sync settings and so what that

is

is that when somebody sends a email to

your

uh to your to your regular email vip

cloud will be able to see those those

inbound emails

and so what that will do is allow in the

contact views you will see

uh the full correspondence with those

with those contacts both the emails that

you're sending to them

as well as their replies all of that

will be seen there so get a nice

complete picture of everything that is

going on

in that regard and then also that

enables

features like uh series

email series being cancelled once

somebody replies which helps

uh stop inadvertent

automatic emails to going to somebody uh

where they just replied and

you know causing confusion um things

like that

so this is definitely a a good feature

to have here

uh attribute emails as contact activity

again this is uh when somebody replies

that will then be listed as a contact

activity in the contact

view and then we've got this here

automatically create contacts

for every email sent and received

and so what this does is it allows your

crm to be

kind of like automatically built up with

with users and contacts so

yeah not users just contacts and

this is a great feature if you

don't have a lot of correspondence with

people who you wouldn't want to have in

your crm

so i i personally actually leave this

off

just because i i sent a lot of emails

you know

with with people and companies that i

don't necessarily want to have added to

to the crm so for instance you know like

if you

um if you're on mailing lists with uh

with people who you don't want to have

in there maybe you'll want to have this

turned off

but it all depends on on your personal

preference

and once you make any changes here then

you'll want to hit

update inbox sync settings and you'll be

good to go