Each person can connect their own Gmail or Outlook mailbox. After that, a lead's page has an Email box that sends from it. The lead sees your address, the copy is in your Sent folder, and replies come to your inbox.
Connect
- Open the menu under your initials, then Sign-in and security.
- Under Your email (or Your email and calendar), press Connect Gmail or Connect Outlook.
- Sign in at Google or Microsoft and allow it.
LeadVault only sends. It never reads, lists or deletes your email.
Send
On a lead's page, the Email box has a subject and a message. Each email sent goes on the lead's timeline and counts as first contact. You can send up to 300 a day: this is for one-to-one email. For many leads at once, use bulk email.
Vaulty can write a draft for you: email Sarah Lee about today's rates. Then press Send from Gmail (or Outlook) on its card.
Leads are only emailed when they agreed to it: on your form, through a lead ad, or when you tick They asked us to email them on their page. Every email has your unsubscribe link.
If it stops working
If you change your password or remove LeadVault's access at Google or Microsoft, the mailbox shows Stopped working. Connect it again.
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