If you sign in to your email through Microsoft, there are just a few steps to connect your email to Dubsado. This method will work for anyone who logs into their email through the cloud version of Outlook including:
@outlook.com email accounts
custom domain emails set up for Microsoft Office 365 (offered through GoDaddy)
👋 Here's a tip... if you'd like to learn more about how emails work in Dubsado, we recommend checking out this article first.
In this article
Step 1: Sign in for outgoing emails
Go to Settings (the gear icon) >> Emails.
Click Sign in with Microsoft.
Log into the account you'd like to connect.
Follow the prompts on screen to finish setting up the integration.
Your Dubsado brand is now set up to send outgoing emails using your connected email address.
Step 2: Import client emails
If you'd also like to see your clients' replies brought into Dubsado, turn on the Import client emails toggle. You will now see your clients' replies threaded to emails you sent out from Dubsado. Other emails you receive from clients in your address book will appear in your Dubsado inbox.
FAQ
How do I change my email display name?
When you connect a Microsoft email, Microsoft controls the "from" name that your clients will see on your emails. Instead of adjusting this in Dubsado, you'll need to change the display name in your Microsoft settings.
Why don't I see an option to import client emails?
This means you are connected with an old version of our Microsoft integration and need to update. Here's how:
Click the trash icon next to your email address to disconnect your email.
Click Sign in with Microsoft.
Sign in to your Microsoft account and follow the prompts on screen.
Back in Dubsado, under Import client emails, turn the toggle On if you'd like to see emails from your clients appear in Dubsado.
In your Microsoft account, turn off email forwarding under Settings >> Mail >> Forwarding (if you previously set up email forwarding to Dubsado).
