Sending Emails

Learn all about creating canned email templates to save you time and connecting your email account to Dubsado.

20 articles in this collection
Written by Becca Berg and Sam Gioia

Connect Your Email Account

Learn Dubsado email integration basics

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

Written by Sam Gioia
Updated over a week ago

Connect your email account with Google

If you sign in through Google to access your email, you can connect your account to Dubsado in one easy step!

Written by Sam Gioia
Updated over a week ago

Connect your email account with Microsoft

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

Written by Sam Gioia
Updated over a week ago

Connect your email account with SMTP

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

Written by Sam Gioia
Updated over a week ago

Canned Email Templates

Canned Emails

Create email templates to save time and create consistency.

Written by Sam Gioia
Updated over a week ago

Personalize Your Canned Emails with Smart Fields

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

Written by Sam Gioia
Updated over a week ago

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

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

Written by Sam Gioia
Updated over a week ago

Adding External Links to Your Emails

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!

Written by Sam Gioia
Updated over a week ago

Sending Emails

How to Send a Canned Email to a Client

Get through those emails quicker with the help of canned responses!

Written by Sam Gioia
Updated over a week ago

Schedule an Email to Send Later

This one's for you, night owls! Draft an email, but send it later.

Written by Sam Gioia
Updated over a week ago

How to change the button text

Written by Becca Berg
Updated over a week ago

What is the email file attachment limit?

Written by Becca Berg
Updated over a week ago

Can I use Dubsado as a newsletter service?

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

Written by Becca Berg
Updated over a week ago

Using the Inbox

Dubsado Inbox

Manage all new Dubsado-related emails in one place.

Written by Sam Gioia
Updated over a week ago

How to clear inbox / email notifications

Clearing the notifications on the Dubsado inbox

Written by Becca Berg
Updated over a week ago

Troubleshooting

Disconnect and reconnect your email

Sometimes you'll need to disconnect and reconnect your email to resolve an issue. Here's how!

Written by Sam Gioia
Updated this week

Troubleshooting connecting your email

Can't get your email connected? This should help!

Written by Becca Berg
Updated over a week ago

Add Dubsado to your SPF record to verify outgoing emails

Do you use a custom domain email? Be sure to set this up!

Written by Sam Gioia
Updated over a week ago

Troubleshoot an Outlook 365/Office 365 email connection

Written by Sam Gioia
Updated over a week ago

Email Deliverability

How to ensure your emails are being sent to the inbox!

Written by Becca Berg
Updated over a week ago