Setting up Email Engagement
Seamless.AI’s Engagement Tool allows users to streamline their outreach by sending emails directly within the platform. To get started, users need to connect their email account to enable emailing capability. This guide will walk you through the quick and easy steps to integrate your Gmail and Outlook email with Seamless.AI.
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Accessing the Email Connection Settings
To connect your email, start by navigating to your Settings within Seamless.AI. You can access the email connection settings in two ways:
Click into Emails from the main Settings menu.
If you’re already inside your full Settings panel, find Emails under Connect Settings.
Connecting Your Email
Once inside the Emails tab, click “+ Connect Email” to begin the setup process. A window will appear, giving you the option to connect a Gmail or Outlook account.
After selecting your preferred email provider:
- A new window will open prompting you to choose the email account you want to connect to.
- You will need to review and agree to the Privacy Policy before proceeding.
- Once confirmed, allow Seamless.AI access to enable email functionality within the platform.
Once completed, your email will be officially connected, and you’ll be ready to send emails directly through Seamless.AI’s platform.
Setting Up Your Footer (CAN-SPAM Compliance)
After successfully connecting your email, you will see a pop-up prompting you to set up your email footer. This step is required to comply with CAN-SPAM regulations and ensure proper email formatting.
- Inside Email Settings navigate to Footers, and click "Create Custom Footer.”
Your email footer should include:
- Your company name
- Your business physical address
- An unsubscribe option
This footer is automatically included in every email sent from the platform, ensuring compliance with email regulations and maintaining deliverability. Without a properly configured footer, users will not be able to utilize the email engagement tool.
Outlook connect keeps defaulting to the wrong account
If Outlook keeps auto-selecting your main Microsoft account (instead of letting you choose a different mailbox), it’s usually because Outlook is already signed in and defaulting to that account.
Fix:
- Close the Outlook desktop app completely.
- Open Outlook in your browser: https://outlook.live.com/mail/0/
- Add or sign into the other mailbox you want to connect (ex: sales@yourdomain.com) in the web version.
- Go back to Seamless AI and click Connect Outlook again.
You should now see a prompt to choose from multiple Outlook accounts. Select the correct one.
