Integrating your email with Orderry makes it easy to send and receive emails while maintaining your brand's personalization and recognition. You can connect both your personal and work Microsoft 365 or Exchange Online accounts to sync your email and notifications directly through Orderry.
How to connect Microsoft Outlook
1. Go to the Settings > Integrations page.
2. In the Emails section, find the Outlook integration and click Configure.
3. Click + Account.
Please note:
Only one Outlook account can be activated on the Hobby and Startup pricing plans.
On the Business and Enterprise plans, you can activate up to 10 Outlook accounts at the same time.
4. In the Outlook 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 and enter the sender's name, i.e., the name that will be displayed to your contacts who receive emails from this account.
6. Configure access to this account:
Everyone — 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 Orderry.
How to use a connected email account
From now on, you can send emails from your mail directly from Orderry in two ways:
Automatic notifications
When creating internal and external notifications with the “Email” type, you can choose between the standard email address of the product and the email address of the connected Outlook account. All such notifications will be sent from the selected email channel.
Email notifications sent manually
When sending an email manually, you can also choose the email address from which the email will be sent — the standard Orderry email or your email connected via this integration.
When a client replies to an email sent from a connected Microsoft Outlook account, their reply will be sent to your Outlook mailbox. You can continue the correspondence directly in Microsoft Outlook.
How to edit and delete an account
To view and edit a connected account, the employee role must have the right to configure 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.
Loss of synchronization
If the channel has lost synchronization with your Outlook account (for example, permissions have been updated and need to be granted again, or the token has expired), a message will appear in the channel, and you can reconnect by simply clicking the relevant button.