We know that it’s often difficult juggling a busy practice with numerous staff members all operating on different apps and software so we’ve developed a way to bring all of your communication together into one space within Engager. 

With Engager, you can integrate your Gmail or MSoft 365 email accounts meaning that your client and internal communication is all in one space.

How many times have you a seen a client email go missing in a ‘shared inbox’? How difficult can it be to see whether a client has received a deadline reminder? We’ve brought everything together in one place, so let’s get this set up. 

Getting Started 

Head on over to your Settings - Integrations - Select the relevant Email provider

Once selected, you will need to provide authorisation to Engager. You can do by select the green ‘authorise’

In the example above, you can see that my Personal inbox hasn’t been authorised and set up, but my Shared has. 

By selecting authorise, you will be taken through several screens to complete the process. 

That’s it, quick and easy. 

Please Note

We get asked this all the time - no, nobody can see your personal emails unless you LINK these to a client, as they will then appear as part of that client’s email history, visible via the CRM

No, your boss cannot access your emails unless they speak directly to your IT department or domain provider. 

No, you cannot have one more than 1 SHARED inbox within Engager

Yes, all staff members can sync their personal work addresses to Engager

What can be done in the emails

Folders will be imported via the Integration but please note MSOFT will only pull through 10 folders, as this is their limit for a 2 way connection. 

Emails sent and received in your integration will appear in Engager and sending from Engager will appear in your native provider - it’s a mirror. 

Tasks - Received an email that you need to act on later that week? Maybe a client’s asked you to review their accounts before the weekend. From the email options, select ‘tasks’

From here, you can select which staff member you want to assign a task to and also select the client in question, if you’ve not LINKED your emails to that client. 

From here, define what you want the task to say / do / repeat etc - mark it as high priority too if needed

This is a much more effective way of operating, than say forwarding on an email for a team member to deal with it. It’s more action-based. 

When you’re looking at through the emails, we’ll even given you visual indicators of tasks assigned to that client that have been completed or due - check out the colour system used - again very handy when trawling through emails. 

Seeing client emails outside of the integration 

Any email, text, meeting or call log can be viewed by the CRM feature, within the client. 

Once you’ve sent an email from the client’s account, or linked via the Email integration, it will be visible in the CRM

SImply head to Client - CRM - Communication

From here you can see the log of all interactions with the client, even the Auto Reminders!

Although we’re not a CRM provider, we’ll still show you email logs, you can search, fire out emails or sms and even log calls / meeting outcomes against that record. 

Super handy and all part of what we do here at Engager!

Now you’re set up and raring to go, do you want to learn how to bulk send emails?