Sending emails through Táve can be a really powerful way to communicate with your clients. When you send email from within the system you have access to templates, tokens, branding emails, Automations, and more!
Are you a Gmail or G Suite user?
See how to integrate your Táve account with Google for more powerful email features:
If you're not a Gmail/G Suite user, continue reading...
Let’s start with setting up your email. We’re going to do this by going to Settings › Main Settings
You’ll find this setting there:
Add the email from which you’d like to send emails from Táve. If you’d like to receive a copy of all the messages that are sent from Táve, you can add an email to the “BCC Outgoing Email To:”
You can also include an email signature that will appear where ever you include the token brand.email_signature. Tokens are placeholders that you can use in email templates, contracts, and more. They will auto-populate with the associated job or contact data.
Using Email Templates
Tired of writing the same email over and over again? Well, you can save a ton of time and set up an email as a template so that it’s ready to go when you create an email from within Táve. Set up your email templates by going to Settings › Email Templates.
Viewing Email Status
One of the best features of using Táve to send your emails is that you can view whether or not the email has been Sent, Delivered, Opened, Read, and if any links within the email have been clicked. View this information in the Email Activity Log on the left sidebar menu or under the Mail tab on a job’s profile page.
Importing Emails Back Into Táve
Emails sent from Táve will go to the recipient’s inbox. However, when they reply, their response will go back to your normal email client. There are a few ways to log the response email in Táve so you can keep track of all client-related communication.
To avoid your email from being marked as spam and to increase the likelihood that your emails will always get through to the recipient, you'll want to set up an SPF record with your email host.