What is the Connected Mailbox?
Connect Mailbox is a great productivity feature of Lucro which enables your work email account to be used inside your Lucro portal, so all of your emails and folders appear exactly the same in Lucro as they do in Outlook or any other email software system.
Connected Mailbox is a Premium feature and therefore only accessible via one of our Paid Plans - see our Pricing Page for an itemised breakdown of our Plans.
Why Connect my Mailbox with Lucro??
There are several reasons and benefits of connecting your work email address with Lucro, which we summarise as:
All Customer emails (sent and received) are displayed on the Customer record. This saves a considerable amount of time in tracking all past correspondence with a Customer using your external email software. All emails sent and received can be filtered accordingly and listed in date order for ease of access.
All Customer correspondence is centralised. So for example a Customer has 3 Contacts under their Lucro account, using Connected Mailbox, you can quickly search and filter all sent / received items under the one Customer record per contact, to get a comprehensive view of their company-wide correspondence in one place.
You can quickly send an email to a Customer / Contact inside Lucro and it will be sent from your work email address, to save time having to check their email address in Lucro and then cut / paste this into a new email in Outlook etc. All emails sent via Connected Mailbox in Lucro will automatically also appear in your sent items in Outlook etc instantly.
What types of Email Account can Connect with Lucro?
There are two ways to connect your business email address with Lucro depending on the type of email account it is. The two options being:
- IMAP
- Microsoft Exchange (recommended)
If you are not sure what type of email account applies to your business emails, please contact your internal IT Support / Admin as you can only use Microsoft (MS) Exchange if you email domain has been setup to allow this.
If you are not sure, then you are most likely using IMAP which is the more basic option as MS Exchange has more advanced features and typically has a monthly cost for each address whereas IMAP email accounts as typically free.
How do I Connect my Business Email address with Lucro?
To connect your business email address with Lucro, please follow these steps:
Login to your Lucro portal.
Click on your photo / placeholder top right of the screen.
From the dropdown menu, select “Email Settings”
From here you now connect your business email address with Lucro and have 2 choices how to do so, depending on your type of email account:
a) IMAP
b) Microsoft Exchange
Based on your type of email account, please follow the relevant set of instructions below. If you are unsure which type of email account you are using, please refer to the earlier section for more details.
How to connect a Microsoft Exchange email address with Lucro
In the “Account Type” box select the “Microsoft Exchange” option.In the second section, enter your email address in the box and then click the “Connect with Microsoft Exchange button”
In the second section, enter your email address in the box and then click the “Connect with Microsoft Exchange button”
Once you do so, you will then be connected to the Microsoft sign in box as shown below. Here you need to enter email address again, then click “Next” to enter your email password.
Once you’ve entered your password, click the “Sign in” button which then enables Lucro to connect with your Microsoft email address to verify your login details. So long as they are correct, the account will be connected – please note this will ONLY work if you email account is a Microsoft Exchange / Office365 email type. If you email account type is not this, then you will need to connect via IMAP – see instructions below.Once successfully connected, you will automatically be returned to the Lucro page and the box will be updated as per below:
Finally, you can now enter your optional email signature if you wish, which by default will apply to all new messages you send out via the “Compose Message” button on the connected mailbox and also any non system messages you send to a Contact.
The signature you insert here works in exactly the same way it does with Outlook signatures, so for example you can enter your contact details, logo and web address etc on your signature.
If you wish to add an Unsubscribe link, then this will automatically appear in all emails you send to enable your Customers to click it and their record automatically be updated to “opt out” of all email correspondence.Once you’ve finished, just click the “Save Settings” button to ensure all changes are stored.
As soon as you’ve saved your settings, the main menu will have “Connected Mailbox” appear towards the top, below Dashboard and Calendar (if installed).
