Purpose: This article offers an overview of Kizen's Integrated Inbox to send and track email history with your contacts, a step-by-step guide to integrate your Gmail or Outlook account, and quick troubleshooting steps.

What is the Integrated Inbox feature?

With Kizen's Integrated Inbox, you can seamlessly connect your Gmail or Outlook account to your CRM so that emails sent to or from your contacts automatically appear on their Timeline, giving you a complete view of communications history for streamlined tracking and engagement, and enabling more efficient communication directly within the platform.

Note: At this time, the native Integrated Inbox feature can only integrate with Gmail or Outlook email accounts.

How to Connect Your Gmail or Outlook Inbox

How to Set Up Your Business Default Email

The Business Default email is the default email address that your automations and broadcasts will send emails from (unless you switch to a different Integrated Inbox).

1. Navigate to your Settings menu found at the top toolbar (you may have to click on Platform > Settings, depending on your toolbar configuration).

2. Under the Business Information section, click on "Default Email From Address" > Add New Integrated Email. 

3. Choose either Gmail or Outlook as your provider.

4. This will open a separate browser tab that will prompt you through the Gmail or Outlook authentication flow, where you can enter your login credentials and click on "Allow" to accept the required permissions for the integration to work successfully.

5. You will be routed back to your Business Information settings, where you should now see the integrated email in the "Default Email From Address" section.

6. Make sure to fill out the "Business Address" section and click on the teal "Save" button on the right side. You will not be able to send out emails successfully without a business address.

Note: Federal law requires a valid physical postal address to be included on all commercial emails. Emails sent from Kizen will automatically include the Business Address listed in your settings, as well as the option to opt out of future marketing emails, at the bottom of your emails. Learn more about CAN-SPAM Act requirements here.

How to Set Up Additional Integrated Inbox Emails

Want to add additional email accounts to send emails from your CRM? No problem! Whether you have multiple team members in your account with their own email addresses, or you have different email accounts for different purposes, you can integrate as many Gmail or Outlook accounts as you want.

1. Click on your avatar in the upper right corner of the top menu bar > My Profile.

2. In the Integrated Inboxes section, click on "Add Integrated Email."

3. Go through the same Gmail or Outlook authentication steps as above (again, making sure to accept all permissions).

4. Once connected, your newly connected email address will display with a green "Active" status in the Integrated Inboxes section.

5. Now, whenever you set up your emails, you can choose the Sender Type as either the Business Default email address or one of the additional Integrated Inbox emails.

How to send emails from Kizen

Now that you're connected your email account to the Integrated Inbox, there are a few ways to send emails to Your Contacts:

1. You can easily send emails directly from your Contact's record.

2. You can schedule bulk emails for a specific date from the Broadcast Calendar.

3. You can even send automated emails via Automations.

How to Troubleshoot Email Integration Issues

Help! I'm getting a "Need admin approval" error.

When connecting your Outlook account for the first time to Kizen, you may get this Microsoft message. This means your team's Microsoft administrator (typically the individual who first helped you set up your Outlook account) needs to grant the permission in order to allow the Kizen application to send and receive emails on your behalf.

Help! My email connection is broken!

You may receive an email with the subject line "[KIZEN] Integrated Inbox Sync Error" stating the email connection needs to be restored.

To fix this, you can go to My Profile > Integrated Inboxes where you and click on the circular refresh icon. This will prompt you to go through the Gmail or Outlook authentication flow again.

Help! My email isn't sending successfully to my contacts!

There are a few reasons why your contacts may not be receiving emails that you are sending from Kizen. Make sure to go through these steps:

1. Check that the contact's email is correct without any typos.

2. Check your Gmail or Outlook outbox to determine if the email actually sent or not. If you see that the email was indeed sent, ask your contact to check their Spam folder.

3. Check the Sender Type settings for the email that you sent, and that your Business Default or additional Integrated Inbox is indeed set up and that the connection has the green "Active" status. (As noted above, the Business Address section must be filled out in order for these emails to send successfully.)

4. Check that your contact's Email Status is set to "Opted In."

Reach out to support@kizen.com if you need further assistance!

Other Related Articles

• Manage Team Member's Integrated Inboxes
• Manage Email Privacy Settings
• Email Templates
• Email Deliverability
  
• Contacts: Email Status