Getting Started for Users: Email Integration

This guide will help you integrate your email provider to your Postal app, allowing for sending on your behalf and enable notifications for item updates. Postal recommends all Users enable this feature for increased deliverability to the recipient's main inbox, rather than promotions or junk. 

Applies to: Admins, Team Admins, Managers, Users

What You Will Learn

• How to connect your email
• How to Setup your Calendar Booking attached to your email

Why Integrate Your Email Address?

Syncing your email to your Postal Profile is key to making sure Sends can happen on your behalf, but also so that you can receive notifications in real-time. When gifts are sent from a User’s email, it helps create brand awareness as they are associated with your email domain.

Without the integration set up gifts will be sent from delivery@postalio-delivery.com

How to Integrate Your Email

1. Start at your Profile by clicking your name in the top-right corner of Postal
2. From this page find Email Integration (you should see both Google and Microsoft disabled)
3. Click the integration you would prefer to set up, based on what your org uses
4. Log in using the appropriate credentials

Note: Postal heavily recommends only enabling one integration at a time for a User

You may need to ask your Postal Admin for approval to turn the authentication on. Your Admins can work with your IT department on this if your security prevents this setup. Typically, this is something controlled by an SSO system. If this step is needed, you will see an alert that your Admin has received a notification to approve your integration as soon as possible to prevent any delays. Once an Admin approves, the integration will be turned on.

Calendar Meeting Settings

Now that you have your email setup, you are also able to use the Calendar booking feature within the Postal Application. Start by heading to Meetings Settings in your Profile Settings. Click on your name in the top-right and find Meeting Settings from the left list.

Fields Explained:

• Meeting Name - the name of the meeting that will show to all participants
• Video Meeting Link - the digital meeting link that will populate as the location for the meeting
• Default meeting request - the default setting for meeting requests.
  • Off - Do not request a meeting from contacts (use this if you want the option to choose while sending)
  • Before Acceptance - Contacts MUST request a meeting before accepting an item
  • After Acceptance - Contacts are asked to request a meeting AFTER accepting an item
• Meeting duration - how long do you want each of the meetings booked via Postal to be
• Max days in future - max number of days a contact can book out
• Day lead time - how soon a meeting can be booked (measured by days)
• Hour lead time - how soon a meeting can be booked (measured by hours) from the current time
• Meeting buffer minutes - the time gap between meetings so that you aren’t always back-to-back

In Review

• Connecting your email to your Postal Account will allow for several process and recipient experience enhancements
• You are now able to get real-time updates from Postal
• You have opened a whole realm of possibilities within your process!