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Add-ons: Email

Use Office24by7’s email add-ons to execute advanced email campaigns. Promptly add credits to ensure continuous emailing capabilities. Manage relevant sender email IDs to maintain accuracy in bulk email sales and marketing campaigns. Our email functionality helps you create dynamic templates to deliver personalized and engaging content. You can also assign user privileges to control who has access within your team.

Let’s explore the specifics of using the email add-ons.

 

Purchasing Email Credits

Step 1: Click the ‘Add-ons’ panel from the menu on the left side. This will open a panel with all available add-ons. Select ‘Email’ from the list. This will open a panel with further settings.

Step 2: The panel will have four options: ‘Settings’, ‘Email ID’, ‘Templates’, and ‘Privileges’. Click ‘Settings’ to view and purchase the email credits. From the list of email providers, select the provider you opt for by clicking the ‘Setup’ button.

Step 3: Selecting a provider will display a table with all the available packages and the necessary details. You can view the top-up quantity, price per email, total price, validity, available quantity, activated date, status, etc. Choose a package as per the quantity of your need by clicking the ‘Buy Credits’ button against it. This will take you to the payments page.

Step 4: After completing the payment, you will be able to see the quantity of email credits remaining in the ‘Available Quantity’ column. You will also see that the ‘Status’ column is now set to Active.

 

Adding Email ID

Step 1: Now, it’s time to set up your email ID from which you can send emails. From the top menu bar, click ‘Email ID’. This will display a table with all the email IDs that you have already stored in the Office24by7 platform. If you haven’t stored any, the table will reflect empty fields.

Step 2: Click the ‘Add’ button on the top right of the table to add a new email ID. This will open a side panel titled ‘Add Email ID’ with four different fields:

    1. Select your registered email ID from the ‘From Email ID’ field’s drop-down menu.
    2. If you want to send a copy of the email to any of your registered email IDs, select it from the drop-down menu of the ‘Select CC’ field.
    3. If you want to send a copy of your email to any of your registered email IDs without the receiver knowing, select it from the drop-down menu of the ‘Select BCC’ field.
    4. If you want to direct the responses to this email to any other particular email ID, select it from the drop-down menu of the ‘Reply To’ field.

Step 3: Click ‘Submit’.

Step 4: You can now see that the email IDs have been added to the table. You can also see the created date and time of the email ID, and the status will be set to ‘Active’. If you want to edit the email IDs, simply click the ellipsis icon (…) against the ID in the ‘Action’ column and click ‘Edit’. This will give you the facility to edit the sender ID.

 

Assigning User Privileges

Step 1: To assign user privileges to an email ID, click the ellipsis icon against the particular email ID in the ‘Action’ column. From the subsequent drop-down, select ‘User Privileges’.

Step 2: The ‘Privileges’ menu section will open up. You will see a table with the details (email ID, phone number, created date and time, modified date and time, etc.) of all users you have added. If needed, you can filter the table by clicking the ‘Filter’ button on the top right to view selected users.

Step 3: Click the checkbox on the left side of a user name if you want to assign email privileges to that user. You can select multiple users at the same time.

Step 4: Click ‘Submit’. You will see a pop-up message that says ‘Users assigned successfully!’.

Step 5: If you go back to the ‘Email ID’ menu section and hover your mouse over the ‘No. of Users’ column against the email ID, you can see the list of users who have user privileges on that email ID.

 

Adding Email Templates

Step 1: Click the ‘Templates’ button in the top menu bar. This will open a table with the email templates you have created so far. If you haven’t created any email templates yet, the table will be empty.

Step 2: Click the ‘Add’ button on the top-right of the table to add a new template. This will open the ‘Add Templates’ side panel.

Step 3: In the ‘Add Templates’ side panel, you will see two fields:

    1. In the ‘Template Name’ field, provide a unique name to identify and distinguish your email template.
    2. Type in the content of your email in the ‘Content’ field.

Step 4: Click ‘Submit’ to update your template.

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Editing Email Templates

Step 1: To edit an already existing template, click the ‘Templates’ button in the top menu bar. This will open a table with the templates you have created so far.

Step 2: Click the ellipsis icon (…) against the user in the ‘Action’ column. From the subsequent drop-down, select ‘Edit’. This will open the ‘Edit Template’ side panel.

N.B: If you want to delete the template, click the ‘Delete button’.

Step 3: In the ‘Edit Template’ side panel, you can make changes to the email template name, or the email content. After you are done with the changes, click ‘Submit’.