Here we'll discuss the inbox sync settings. If you are unsure, the default settings will probably be best for you.
Transcript
Transcript
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hello vipers let's talk about the inbox
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sync and schedulers settings
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so the way you get here is by clicking
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on the upper right
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corner here where your name is hit setup
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and then click on inbox sync and
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scheduler
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you'll find this right here which gives
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you a couple options
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for how the inbox sync will be
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controlled in vip cloud so let's just go
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through this top to bottom
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so right here send individual emails
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through your own
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email with your own email exchange
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account
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and so what that is is first of all an
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individual email
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invite cloud is any regular email you're
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sending to a single recipient so it's a
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not it's not a mass email
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and most people are going to want to
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have this
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checked because what that will do is
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when you send
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these emails they are going to then
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appear in your sent folder
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in your email client which is quite
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handy so you can go into your
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regular email client like you know like
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g suite
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or office 365 and
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when you search for emails you'll know
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that everything in there
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is every email that you've sent that
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isn't a mass email anyway
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uh that is unless you change the setting
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here
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uh so in most cases you're going to want
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to have you want to leave this checked
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and these are the
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default settings by the way when you
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establish your uh
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your inbox sync so then down here
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send mass emails through bytecloud's
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servers we strongly recommend that you
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leave this checked and the reason for
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that is because if you don't check this
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mass emails will instead be sent through
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your own email exchange like your
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individual emails
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and then you'll you'll likely run into
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the risk
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of hitting your daily
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email send caps that are established by
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your own email exchange
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um and so what you'll want to do is if
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you
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if you do decide that you want to have
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mass emails
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sent through your own email exchange
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look into
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what those send limits are and make sure
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that you won't be
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hitting those limits and then here
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sync inbound emails into vipe cloud
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this is basically like one of the
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one of the flagship uh features in these
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uh inbox sync settings and so what that
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is
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is that when somebody sends a email to
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your
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uh to your to your regular email vip
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cloud will be able to see those those
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inbound emails
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and so what that will do is allow in the
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contact views you will see
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uh the full correspondence with those
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with those contacts both the emails that
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you're sending to them
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as well as their replies all of that
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will be seen there so get a nice
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complete picture of everything that is
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going on
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in that regard and then also that
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enables
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features like uh series
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email series being cancelled once
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somebody replies which helps
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uh stop inadvertent
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automatic emails to going to somebody uh
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where they just replied and
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you know causing confusion um things
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like that
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so this is definitely a a good feature
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to have here
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uh attribute emails as contact activity
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again this is uh when somebody replies
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that will then be listed as a contact
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activity in the contact
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view and then we've got this here
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automatically create contacts
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for every email sent and received
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and so what this does is it allows your
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crm to be
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kind of like automatically built up with
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with users and contacts so
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yeah not users just contacts and
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this is a great feature if you
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don't have a lot of correspondence with
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people who you wouldn't want to have in
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your crm
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so i i personally actually leave this
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off
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just because i i sent a lot of emails
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you know
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with with people and companies that i
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don't necessarily want to have added to
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to the crm so for instance you know like
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if you
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um if you're on mailing lists with uh
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with people who you don't want to have
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in there maybe you'll want to have this
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turned off
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but it all depends on on your personal
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preference
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and once you make any changes here then
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you'll want to hit
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update inbox sync settings and you'll be
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good to go