Dubsado Help Center

Sending Emails

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

21 articles in this collection
Written by Sam Gioia, Becca Berg and Charis Barg

Connect your email

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 Charis Barg
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.

Written by Charis Barg
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 or Microsoft, follow these instructions to connect your email to Dubsado.

Written by Sam Gioia
Updated over a week ago

Email templates

Canned email templates

Create email templates to save time and create consistency.

Written by Charis Barg
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

Add an email signature

Written by Charis Barg
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

Written by Charis Barg
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 Charis Barg
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

Improve email deliverability with DKIM and SPF records

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

Written by Charis Barg
Updated over a week ago

Disconnect and reconnect your email

Written by Charis Barg
Updated over a week ago

Troubleshoot your SMTP email connection

Written by Charis Barg
Updated over a week ago

Troubleshoot an Outlook 365/Office 365 email connection

Written by Sam Gioia
Updated over a week ago

Prevent emails from going to spam

Ten tips for making sure the emails you send go to your client's inbox... not their spam folder.

Written by Becca Berg
Updated over a week ago