CC How do I connect my own email account?
Can I send automated email reminders from my own email account?
Yes, you can integrate your Satago account with your existing email provider. This means automated emails will be sent directly from your email account, for example accounts@acmewidgets.com instead of accounts@acmewidgets.satago.com.
To enable the email integration, you'll need to be on the Satago Plus package. You can upgrade to Satago Plus by navigating to Admin > Organisation > Billing > Change Subscription.
How to connect your email account
You will need to connect your preferred mailbox by navigating to Credit Control > Settings > Email Integration, and click Your Domain.
Here you will need to enter the email address and authenticate with your email provider.
Microsoft 365 — Select Microsoft and log into your Microsoft account to authenticate Satago.
Google — Select Google and log into your Google account to authenticate Satago. Note: Google connected mailboxes will not show replies in Satago conversations, but will show directly in your Google inbox.
If you receive an error message relating to permissions, please ask your IT team to help complete the integration, as you may not have the required access to do so.
Need more help?
If you have any issues with connecting your email or setting reminder recipients, please contact our customer support team via the Satago Help Centre.
For questions about upgrading to Satago Plus, contact support@satago.com.