The Aptly Inbox enhances customer communication while keeping your team informed. By adding personal inboxes, you can manage all your messages in one central location.
In this article, you will learn:
- How to connect your personal inbox to Aptly
- How to set personal inbox settings
- How to answer frequently asked questions
How to Connect Your Personal Inbox to Aptly
When you first connect to Aptly, the Getting Started Wizard will appear and prompt you to connect your personal inbox. You can either follow the steps to connect your inbox immediately, or if you prefer, you can connect your personal inbox later using the steps below.
- Access your Settings by clicking on your Avatar and selecting My Profile, or clicking the Settings icon.
- Select Personal Inbox.
- Choose the Email Provider that you use. Aptly supports Microsoft and Gmail. Follow the authentication steps for your provider and accept.
- Your Personal Inbox will appear above the Email Provider connection buttons.
How to Configure Your Personal Inbox Settings
When your Personal Inbox is added to Aptly, some settings will default to Aptly system settings. You can view and adjust the settings by clicking on your Personal Inbox. You can change the inbox name and color, choose an inbox calendar, enable/disable inbox features, and more!
Click on or hover over the Red icons in the image below to learn more about Personal Inbox Settings.
Your personal inbox can be configured to your preferences.
Inbox Features
Inbox Feature | Description |
Enable Auto Categorization | Aptly can automatically add Topics to your conversations based on keywords and phrases making it easier to organize and locate emails. |
Exclude from Auto Sharing | You can keep all conversations completely private when selecting this option. In the spirit of collaboration, you would keep this deselected so that relevant conversations in your inbox stay connected to the related location. |
Exclude from work order processing | Prevent conversations from converting to work orders. |
Frequently Asked Questions
I want to connect a shared inbox.
Shared inboxes (inboxes where multiple members have access) can be connected in the Shared Inboxes settings. See: Connect a Shared Inbox
I get an error that tells me my password is incorrect.
You may have forgotten your email password, or you're using an incorrect password. You may also have multi-factor authentication (MFA) enabled in your email service provider. Enter your 16-digit app password when connecting your email if MFA is enabled.
I don't have an app password but multi-factor authentication MFA is enabled.
You'll need to contact your IT Department to find out what your app password is. It is very common for IT Departments to have MFA enabled without providing app passwords explicitly. App passwords are 16 digits long.
My calendar did not sync.
Your calendar will not automatically sync when you connect your inbox. You must add your personal or shared calendars separately in Settings.
I don't want to connect a personal inbox.
You don't have to! If you and/or your team work off a shared inbox only, then there is no need to connect to a personal inbox.
My emails aren’t loading.
Did you recently change your email provider password? If so, you’ll need to reconnect your inbox. If you still aren’t receiving emails, try reconnecting your inbox to reestablish access to your email provider. Contact us at help@getaptly.com for more assistance.
