To simplify communication with clients and send emails directly from your Gmail address, you can integrate your Gmail account into Orderry. In this instruction, we will tell you step by step how to enable integration, add an account, configure access rights, and use connected mail for both automatic and manual notifications.
How to enable Gmail integration
To connect your Gmail account and enable Gmail integration:
1. Go to the Settings > Integrations page.
2. In the Emails section, find the Gmail integration and click Configure.
3. Click + Account.
4. In the Google account connection pop-up window, log in to your profile and grant all the necessary permissions for proper connection and subsequent data synchronization.
5. Check the Active checkbox, specify the sender's name, i.e., the name that will be displayed to your contacts who receive emails from this account.
6. Configure permission to use this account:
All— All employees will have access to this account.
Selected — Only selected employees will have access to this account.
Owner — Only the owner will have access to this account.
7. Save your account settings.
Done! This account is now connected to the Orderry. You can now send emails from your Google email directly through the Orderry in two ways:
For automatic notifications
When creating a notification with the “Email” type, you can choose between the standard email address of the product and the email address of the connected Google account. All such notifications will be sent from the selected email channel.
For emails sent manually
When sending an email manually, you can also select the email address from which the email will be sent — the standard Orderry email or your email connected via this integration.
Please note: Currently, only one Gmail account can be connected.
When a client replies to an email sent from your connected Gmail account, their reply will be delivered to your inbox. You can continue the conversation directly in your Gmail account.
Sometimes these emails may automatically end up in the “Spam” folder. To avoid this in the future, open the email and mark it as “Not spam.” This will help future emails reach the “Inbox” folder.
How to edit and delete a Gmail account
To view and edit a channel, the employee role must have the permission to set up notifications enabled.
To edit an account, open its settings by double-clicking on the desired line and make the necessary changes. Save them.
To delete an account, open it, click the delete button at the bottom, and confirm the action.
If the channel has lost synchronization with your Google account (for example, permissions have been updated and need to be granted again), a message will appear in the channel, and you can reconnect by simply clicking the appropriate button.