Dubsado

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Connect your email account with Dubsado to send outgoing emails from your own email address and see client replies inside your projects.

Dubsado email integration basics

How to connect a Google or Google Workspace email account to Dubsado so you can send and receive client emails from your own address.

Connect your email account with Google

How to connect a Microsoft email account (Outlook, Office 365, Hotmail, Live) to Dubsado to send and receive emails.

Connect your email account with Microsoft

How to connect a non-Google, non-Microsoft email account to Dubsado using SMTP, set up email forwarding to see client replies, and configure SPF and DKIM for deliverability.

Connect your email account with SMTP

Reference table of SMTP server hostnames and port numbers for common email providers used with Dubsado's SMTP connection.

SMTP server names and port numbers

Fixes for common Microsoft email connection errors in Dubsado, including two-step verification errors, GoDaddy-hosted mailboxes, and incoming email forwarding for Exchange Online users.

Troubleshoot your Microsoft email connection

Troubleshoot your SMTP email connection

Connect your email account to Dubsado through Google, Microsoft, or SMTP, and troubleshoot connection issues

Connecting your email

Ten tips to help your emails reach your clients' inboxes and avoid spam filters.

Prevent emails from going to spam

Overview of DKIM and SPF records and how they improve email deliverability for Dubsado users with custom domain emails.

Improve email deliverability with DKIM and SPF records

How to generate a DKIM key in Dubsado, add it to your domain host's DNS settings, and verify the connection.

Set up DKIM with your domain host

How to set up a DMARC record to improve email deliverability for Microsoft email accounts

DMARC records for Microsoft email accounts

How SPF records work in Dubsado, what each verification status means, and how to set one up for your custom domain email.

SPF records

How to combine multiple SPF records into one when your domain host can only hold a single SPF record.

Merge multiple SPF records

Explains the error messages Dubsado shows when an SPF record check fails, and how to resolve each one.

Invalid SPF records

Troubleshooting guide for the "SPF record could not be verified" warning in Dubsado email settings, including how to create an SPF TXT record with common domain hosts.

SPF record could not be verified

Set up SPF, DKIM, and DMARC records to authenticate your emails and keep them out of the spam folder

Email deliverability

Build a library of reusable email templates to send manually or use in flows.

Create and manage email templates

How to open the email composer from a project and apply an email template to send to a client.

Using email templates

Use smart fields to automatically fill in client names, project details, invoice totals, and other information when sending email templates.

Personalize your email templates with smart fields

Use smart field link tokens in email templates to automatically generate buttons linking clients to forms, contracts, invoices, portals, and schedulers.

Using smart field links in email templates

Create reusable email templates and personalize them with smart fields

Email templates

How to include multiple form, invoice, contract, and scheduler links in a single email sent through a project.

Send multiple Dubsado links in one email

Add an external attachment to an email

How to insert clickable text links, button links, and image links pointing to external URLs in the Dubsado email editor.

Adding external links to your emails

Set up your email signature once at the workspace level, style it with an image or custom HTML, and insert it into your email templates with a smart field.

Add an email signature

Change the button text

Format emails with signatures, attachments, links, and custom button text

Composing emails

How to use the Messages inbox to manage client email threads in Dubsado.

Dubsado inbox

Schedule an email to go out at a later date and time, straight from the email composer.

Schedule an email to send later

What to do when a client's reply lands as a new, unassigned thread instead of attaching to the original conversation.

Why a client's reply started a new thread

Send and schedule emails, and manage replies in your Dubsado inbox

Sending & the inbox

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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