Connected Deals email has a "partial" status

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Connected Deals Email Has a "Partial" Status

Introduction

The "Connected Deals email has a partial status" is an important notification within ActiveCampaign that alerts users about the status of their email integration under the Deals section. This status indicates a temporary condition where the integration with the email server is not fully operational, which may affect your sales communication processes. Understanding this status is crucial for ensuring seamless communication and maintaining productivity within your sales workflows.

How to Access this Feature

To access the feature related to the partial status of your connected deals email, follow these steps: 1. Log in to your ActiveCampaign account. 2. Navigate to the Deals section from the dashboard. 3. Click on Settings under the Deals menu to view your email integration statuses.

Step-by-Step Instructions

1. **Login to ActiveCampaign**:

  - Enter your credentials on the login page and click on the Login button.

2. **Navigate to Deals**:

  - From the dashboard, locate the Deals menu option on the side panel and click on it.

3. **Access Settings**:

  - Within the Deals section, find and select Settings to open the configuration area for your deals management.

4. **Check Email Status**:

  - Scroll down to the section where connected emails are displayed. Here, you will see the status of your connected email accounts. If any of them show "partial," this indicates a temporary issue with the mail server.

• Note: If you see a partial status on your email connections, it generally resolves itself within 24 hours. However, monitoring the status is advised to ensure full functionality.*

Configuration Options and Settings

Within the Deals settings, several factors influence the connectivity and state of email integration:

- Email Account Connection: Ensure that the email account is correctly configured and has the necessary permissions set for integration.

- Server Health: The status may indicate a temporary issue with the mail server, leading to a partial status.

• To resolve issues regarding the connected email's partial status, it may require the user to disconnect and then reconnect the email.*

Best Practices and Tips

- Regularly monitor the status of your connected emails to identify any potential issues early. - If an email shows a partial status, wait for 24 hours before taking further action, as many integrations resolve themselves within this timeframe. - If the issue persists beyond 24 hours, disconnecting and reconnecting the email may help restore full functionality.

Troubleshooting

Should you encounter a lingering partial status beyond the initial 24 hours, the following steps can help:

1. **Disconnect the Affected Email**:

  - In the Deals > Settings area, locate the email account displaying the partial status and click on the Disconnect option.

2. **Reconnect the Email**:

  - After successfully disconnecting, click on the Connect Email button to re-establish the connection, ensuring all credentials are accurate.

3. **Contact Support**:

  - If issues persist despite following the above steps, please reach out to the ActiveCampaign Customer Experience Team for additional troubleshooting assistance.

FAQ

Q1: What does a "partial" status mean for my connected email? A1: A "partial" status indicates there is a temporary issue with the email server connection.

Q2: How long does it take for the status to return to normal? A2: Usually, the partial status clears up within 24 hours.

Q3: What should I do if my email remains in a "partial" status? A3: If the status doesn't change after 24 hours, disconnect and reconnect the email.

Q4: Will my sales processes be affected during a "partial" status? A4: Yes, there may be limitations in sending emails through the connected deals email during this period.

Q5: How can I access the email settings for connected deals? A5: From your ActiveCampaign dashboard, go to Deals > Settings to see your email configurations.

Q6: Is there a way to monitor the email connection status regularly? A6: Yes, regularly check the Settings within the Deals section to monitor your email status.

Q7: How can I ensure a stable connection for my email? A7: Regularly verify your email configurations and server health settings to reduce the likelihood of connectivity issues.

By understanding the factors surrounding the partial status of connected deals emails, you can maintain effective communication workflows within ActiveCampaign. ```