Introduction

As a user, you have the ability to sync your Microsoft 365 account to ClickPoint Lead Manager for the purposes of sending emails. This allows your sales team to create a more personal touch while interacting with your leads.

Configuration

  • Navigate to More > My Account and select Setup Email Sync.

  • Select and enable Use Email Sync to Send Email.

  • Select Authenticate next to Microsoft 365. This will prompt you to input your username and password for your Microsoft 365 account.

Using the Email Integration

Once your integration is configured, you are now able to send emails to your leads directly through your Microsoft 365 email. Emails are sent through the integration under the following use cases:

  • When a user manually composes an email, or manually sends an email template.

  • When a user executes an action when that action is configured to send an email template.

  • When an automated event triggers that sends an email template.

    • This only applies if a lead is assigned to the user prior to triggering an automated event. If a lead is assigned to either the Corporate or Branch level, emails are not sent through the Microsoft 365 account, and instead are sent through ClickPoint Lead Manager unless you synced an email to either the branch or corporate level.

  • When a lead is sent through a Nurture Strategy.

    • This only applies if a lead is assigned to a user prior to the nurture event sending an email. If a lead is assigned to either the Corporate or Branch level, emails are not sent through the Microsoft 365 account, and instead are sent through ClickPoint Lead Manager unless you synced an email to either the branch or corporate level.

Email Unsubscribes

ClickPoint Lead Manager still observes your internally managed Do Not Email list housed within your overall Do Not Contact list.

  • Every email sent through the Microsoft 365 integration will still have an opt-out at the bottom of the email with the language of "If you would like to unsubscribe and stop receiving these emails click here" which brings a user to a generically branded unsubscribe page.

  • Any email address that is flagged as Do Not Email, ClickPoint Lead Manager will prevent any user from sending an email to that address.

Best Practices

  • Send a reasonable number of messages per day; we recommend at most 700, as per the rule of thumb.

  • Make sure your leads have opted in to receive emails from your organization.

  • Make sure your email content is personable and conversational.

Related Articles

Sync your Google Workspace or Microsoft 365 Account to send emails assigned to the Corporate or Branch Level.

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