Setting up Email Engagement

Accessing the Email Connection Settings

To connect your email, start by navigating to your Settings within Seamless. 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 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’s platform.

Setting Up Your Email Signature

After connecting your email you can set up a signature that will appear at the bottom of your outgoing emails. A well-crafted signature makes your emails look professional and gives recipients a clear way to identify and reach you.

To set up your signature go to Settings → Emails → Signature & Footer and create your signature. As you build out your signature, you will be able to see a preview on the right handside. 

You can include the following in your signature:

• Your first and last name
• Your job title
• Your company name
• Your phone number
• Your website

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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.

Footers are required to be added to any email sent in bulk or automated as part of an email campaign. The 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.

Create a New Footer

To set up your footer fill in the required fields on the left side of the screen. A live preview of your footer will appear on the right so you can see exactly how it will look before saving.

Required email footer fields include:

• Your Company Name
• Your Company Physical Address
• Opt Out Text and Link — Seamless provides an opt out link for you by default. However if your organization has their own opt out link you can use that one to overwrite the option Seamless provides.

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Footer Setting Preferences 

Users can customize when email footers are included and customized for campaigns.

Include footer in all emails: This setting controls whether Connect automatically adds the default email footer and unsubscribe link to outgoing emails.

• If enabled, you can choose whether the footer is added to all emails or only to campaign and bulk emails. 
• If disabled, Connect will not automatically include a footer, which means users must manually add footer content and unsubscribe language when needed.

Allow user edit: This setting controls whether organization members can modify their own footer settings. 

• If enabled, individual users can update their own footer content and settings.
• If disabled, the footer settings configured by the Owner or Admin will apply to all users, creating a more standardized experience across the organization.

Enable campaign footer customization: This setting controls whether footer settings can be customized at the individual campaign level. 

• If enabled, organization members can modify footer settings for specific campaigns. 
• If disabled, the same footer settings will apply across all campaigns, creating a more standardized experience.

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Email Set Up Troubleshooting

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:

1. Close the Outlook desktop app completely.
   
2. Open Outlook in your browser: https://outlook.live.com/mail/0/
   
3. Add or sign into the other mailbox you want to connect (ex: sales@yourdomain.com) in the web version.
   
4. 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.