If you're new to Better Agency and want to set up email syncing, this step-by-step guide will help you get started. Follow these instructions to ensure your email is properly integrated with Better Agency.
Video Walkthrough:
Step 1: Access Your Profile Settings
- Log in to your Better Agency account.
- Navigate to your name at the top of the screen and click Edit Profile.
Step 2: Go to Email Integration
- Within the profile settings, find the Email Integration section.
- Click on the Connect button to begin the setup process.
Step 3: Select Your Email Provider
- On the next page, choose your email provider from the list.
- If you don’t see your provider listed, click See All Providers to view more options.
- Select the provider that matches your email service. If you’re using a custom email provider, choose the Custom IMAP Settings option.
Step 4: Enter IMAP Details for Custom Providers
- For custom IMAP settings, you will need to input specific information from your email provider.
- You can typically find these details by searching for "[Your Provider] IMAP settings" online or consulting your provider’s help resources.
Step 5: Special Instructions for Gmail Users
If you are using Gmail, follow these additional steps:
- Refer to the article Syncing Your Email Account, which provides detailed instructions for Gmail users. This article should be linked where you found the video or can be accessed directly at help.betteragency.io.
- Ensure that you grant the necessary permissions for the Better Agency app to access your Gmail account. This is required for syncing to work.
Troubleshooting and Support
If you encounter any issues during setup:
- Visit help.betteragency.io for additional resources and guides.
- Reach out to our support team:
- Chat Support: Available within the Better Agency app.
- Email Support: Contact us at support@betteragency.io.
By following these steps, you’ll have your email synced with Better Agency in no time. If you have any questions, we’re here to help!