Conversations - Email Settings & Automation

Email Settings & Automation Guide 📧

.

Why This Matters to Your Business 🚀

Staying on top of email conversations is key to running a smooth operation. With Movegistics 5.0, you can connect your Gmail or Workspace accounts, automate responses, and manage all client communication in one place. This not only improves response time and professionalism but ensures follow-ups never fall through the cracks. 💡

.

---

.

Accessing Email Settings

1. Click the gear icon in the top-right corner of your Movegistics dashboard.
   

2. Navigate to Settings > Conversations > Email.
   

.

---

Step 1: Add a New Inbox

1. Click the blue plus (+) icon at the top-left.
   

2. Give your inbox a name (e.g., "Derek's Gmail").
   

3. Choose inbox type:

   • Personal: Only you can access.

   • Shared: Accessible by team members.
     
     

4. Click Add to continue.
   

.

---

.

Step 2: Connect a Channel

1. After adding your inbox, click Connect a Channel.
   
   
   

2. Select Email > click Next.
   
   

3. Click Sign in with Google and follow the prompts:

   • Choose your Gmail or Google Workspace account.

   • Grant access permissions.

   • Confirm connection.
     
     

4. You’ll see a confirmation message once your email is successfully connected.
   

.

---

.

Step 3: Apply Filtering Rules ⚙️

Navigate to the Filtering Rule tab:

• Use toggle switches to filter out:

  • Automated Response Emails

  • Marketing Emails

  • Role Based Emails

  • Subscription Link Emails

• Add custom filters under "Any conversation from..."

• Whitelist emails under "Never filter these conversations"
  
  
  

✅ Click Save to apply your changes.

.

---

.

Step 4: Set Up Email Signatures ✍️

On the Signature tab:

• Use the editor to design your signature with formatting and links.

• This signature will appear on all outgoing emails from this inbox.
  

• Click Save when done.

.

---

.

Step 5: Create Email Templates 🧩

1. Navigate to Settings > Conversations > Templates > Email Templates
   
   

2. Click the plus (+) icon to create a new template
   

3. Fill out the following:

   • Folder Name (e.g., Estimates)

   • Template Title (e.g., Initial Quote Follow-up)

   • Module Name (Work Request, Contact, Estimates, etc.)

   • Subject Line

   • Body (can include dynamic personalization)
     

4. Scroll down to Add Attachment if needed
   

5. Click Save

These templates can be used for both automated and manual emails.

.

---

.

Step 6: Set Up Email Automation 🤖

1. Go to Settings > Automations
   

2. Click the plus (+) icon to Create Automation
   

3. Name your rule
   

4. Set Rule Type to Email Rule
   

Configure the Rule:

• Under Audience:

  • Choose the sender (user/system)

  • Choose the recipient (customer/team)

  • Add CC/BCC if needed
    

• Under Template:

  • Choose your pre-made email template
    

• Under Trigger:

  • Estimate Sent

  • Estimate Signed

  • Work Request Booked

  • Pipeline Stage Changed

  • Etc.
    

• Add optional Filters (e.g., by service type or job status)
  

• Set a Delay (Immediate, After 1 Day, etc.)
  

Click Save and your automation rule goes live. You can track how many times it’s been used under the Occurrences column.

.

---

.

Step 7: View Conversations in Real-Time 💬

• Once connected, Movegistics syncs with your Gmail inbox in real-time.

• You can:

  • Assign conversations to team members

  • Filter by status

  • View, reply, and manage emails directly from the platform

• Shared inboxes support internal visibility and accountability.

.

---

.

Step 8: Install & Use the Gmail Add-On 📥

To Install:

1. Open Gmail

2. Click the plus (+) icon on the far-right panel
   

3. Search for Movegistics and install
   

4. Authorize access using your Google account

To Use:

1. Open any email

2. Click the Movegistics icon

3. The system will display:

   • Contact details

   • Work request info

4. From here, you can:

   • Create/view a lead

   • Create/view a contact

   • Create/view a work request

   • Link the conversation to Movegistics

This creates a powerful two-way sync between Gmail and your Movegistics system!

.

---

.

Final Tips & Support 🛟

• Keep inboxes organized by using filters and templates

• Automate repetitive outreach to save time

• Review automation reports to optimize campaigns

If you encounter issues, please reach out to [e-mail] for help setting up your email and automation workflows.

.

---