Dubsado

Becca Berg

Trevor

Connect your email and create reusable templates

Sending Emails

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 in 2.0

If you sign in through Google to access your email, you can connect your account to Dubsado.

Connect your email account with Google in 2.0

If you sign into your email through Microsoft, here's how to connect your email to Dubsado.

Connect your email account with Microsoft in 2.0

If you don't sign in to your email with Google or Microsoft, follow these instructions to connect your email to Dubsado.

Connect your email account with SMTP in 2.0

SMTP server names and port numbers in 2.0

Connect your email

Create email templates to save time and create consistency.

Canned email templates in 2.0

Take advantage of smart fields to add text to your emails that will autofill for you.

Personalize Your Canned Emails with Smart Fields in 2.0

Smart field links allow you to prep your canned emails for sending forms, invoices, schedulers, and more.

Linking to a Dubsado Form in a Canned Email with a Smart Field Link

Need to link to a non-Dubsado web page in an email? Learn how to insert clickable text, images, and even custom buttons in your emails.

Adding external links to your emails in 2.0

Add an email signature in 2.0

Email templates

Send an email template with the help of canned responses.

Send a canned email to a client in 2.0

Schedule an email to send later in 2.0

Change the button text in 2.0

Add an external attachment to an email in 2.0

Can I use Dubsado for sending email campaigns, newsletters, promo or mass emails to my clients?

Can I use Dubsado as a newsletter service?

Manage all new Dubsado-related emails in one place.

Dubsado inbox in 2.0

Sending emails

Troubleshoot your Microsoft email connection in 2.0

Troubleshoot your SMTP email connection in 2.0

Disconnect and reconnect your email

Troubleshooting

Connect Dubsado with your custom domain email to reduce emails going to spam.

Improve email deliverability with DKIM and SPF records in 2.0

Ten tips to help your emails deliver properly to your client's inbox.

Prevent emails from going to spam in 2.0

Set up DKIM with your domain host in 2.0

SPF records in 2.0

SPF record could not be verified in 2.0

Invalid SPF records in 2.0

Merge multiple SPF records in 2.0

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

DMARC records for Microsoft email accounts in 2.0

Improve email deliverability

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.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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