Article author
Nicole
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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 email templates, tokens, branding emails, automations, and more!

Getting Started in Main Settings 

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: field.

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.

 

Click & Open Tracking

Knowing how a client interacts with the emails you send is important. From opening the email to clicking the links you've provided, this can be useful to have insight into. In Main Settings, under Email Settings, you'll find two options allowing you to control if you'd like to enable these tracking features in the emails you send to your clients.

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Click-tracking allows you gain insight into if clients have followed the links you've sent in an email. 

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Open-tracking inserts a small pixel into emails sent to your clients. This will tell you if a client has opened an email or not.  

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**Many popular email services are beginning to target emails utilizing pixel tracking (like Apple Mail) and skewing the results or potentially flagging the message as spam. Having the ability to turn these features on/off helps to provide you the control you need in how you communicate with your clients.

 

Are you a Gmail or Google Workspace (G Suite) user?

Integrate your Táve account with Google for more powerful email features:

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.  See more on tracking your client's email activity here.

 

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 if you're not using our Gmail Integration. If you'd like to log the response in Táve so you can keep track of all client-related communication, you'll import it by forwarding it to the appropriate brand's BCC address.  If you are replying to the email outside of Táve and would like to get the thread into Táve at the same time, you'll just BCC that email address when sending.

 

Your account's BCC email address for each brand can now be found in Settings › Branding in the Address for Importing Email column, as shown below:

 

Important Note:

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 that includes Google as mentioned in this Support article:

 

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