Sync one off emails

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Sync one-off emails into ActiveCampaign with the Outlook Add-in

The sync one-off emails feature of the ActiveCampaign Outlook Add-in allows users to integrate email communications sent from Microsoft Outlook into their ActiveCampaign account seamlessly. This synchronization enriches the Contact's record by adding relevant email data to the email tab and recent activity feed. This feature is essential for maintaining a comprehensive record of customer interactions, thereby enhancing relationship management and marketing effectiveness.

How to Access this Feature

To start using the sync one-off emails feature in ActiveCampaign, users need to have the Outlook Add-in installed. Follow these steps:

1. Open your Outlook inbox. 2. Navigate to the sent folder where emails are stored.

Step-by-Step Instructions

To sync a one-off email into ActiveCampaign, follow these detailed steps:

1. Open your Outlook inbox and locate the sent folder.
2. Choose an email from your sent items that you want to sync into ActiveCampaign.
3. Open the Outlook Add-in by clicking the ActiveCampaign icon in your email.

  * If you have difficulty finding the add-in icon, you can also access it via the overflow menu.

1. Once the Outlook Add-in has fully loaded, click the Save email to ActiveCampaign button located at the bottom of the Contact card.

  * Please note that if you have already synced this email, the Save email to ActiveCampaign button will be grayed out, indicating it cannot be synched again.

1. After successful syncing, the email data will automatically populate the Contact’s activity feed.

  * You can view this information directly within the Outlook Add-in under the Activity Feed view.
  * Additionally, in ActiveCampaign, this email data is accessible from the Contact's record in both the email tab and the recent activity feed.

Configuration Options and Settings

The main configuration used when syncing emails involves accessing the Outlook Add-in and utilizing the Save email to ActiveCampaign button. Remember to ensure that the email you want to sync is in your sent folder and has not been previously synced.

Best Practices and Tips

- Always double-check that the email you wish to sync has not been synced before, as multiple sync attempts are not allowed for the same email. - Utilize the Outlook Add-in regularly to keep Contact records updated with the latest email communications. - Familiarize yourself with the Activity Feed view in both the Outlook Add-in and ActiveCampaign to make the most out of the synced data. - Ensure that Outlook is running smoothly, as any issues with the application could affect the sync process.

Common Use Cases

Syncing one-off emails can have several beneficial applications, including:

- **Track individual communications:** Marketers can record significant one-off emails sent to potential leads, ensuring that all communications are logged for future reference. - **Integrate customer service interactions:** Support emails sent to customers can be synced to provide a complete history of interactions, enhancing customer understanding and support. - **Follow-up preparation:** By syncing emails with contacts, teams can prepare better for follow-ups as they will have access to all prior interactions through the Activity Feed.

Troubleshooting Section

If you encounter issues with the sync one-off emails feature, consider the following solutions:

- **Button is grayed out:** This indicates that the email has already been synced. Check your Activity Feed to confirm. - **Add-in not loading:** Ensure that your Outlook application is up-to-date and has the ActiveCampaign add-in properly installed. - **Email not appearing in ActiveCampaign:** Verify that you are looking in the correct Contact's record in the Activity Feed and that the email is in your sent folder.

Related Features

To learn more about the capabilities of ActiveCampaign, you may also explore the Outlook Add-in overview for additional resources on its features and functionalities.

FAQ

1. What types of emails can I sync using the Outlook Add-in?

You can sync individual emails sent from your Outlook to a Contact in ActiveCampaign.

1. Can I sync the same email multiple times?

No, you cannot sync an email more than once. The sync button will be grayed out if the email has already been synced.

1. Where can I find the synced emails in ActiveCampaign?

The synced emails will appear in the Contact's record under the email tab and in the recent activity feed.

1. What should I do if the Outlook Add-in does not open?

Ensure your Outlook application is updated, and verify that the add-in is correctly installed. If issues persist, consider reinstalling the add-in.

1. Is this feature available for all ActiveCampaign plans?

Yes, the sync one-off emails feature is available for Starter, Plus, Pro, and Enterprise plan types.

1. Does syncing emails affect the email delivery?

No, syncing one-off emails does not affect email delivery; it merely logs the email in ActiveCampaign.

1. Are there size limits for the emails that can be synced?

The documentation does not specify size limits for synced emails; typically, Outlook's constraints apply.

For more resources and detailed information, please see the Outlook Add-in Overview. ```