Hello and welcome to our two-way email sync tutorial. In this tutorial, we’ll guide you through connecting and setting up two-way email sync in My Studio Manager.
This feature allows you to send and receive emails directly within the platform, keeping your communications in sync between MSM and your email provider, ensuring all client correspondence is tracked in one place.
Let’s get started.
Step 1. Access email sync settings
First, navigate to the Settings tab in My Studio Manager. From here, click on My Profile and scroll down to the section labeled Email 2-Way Sync. This is where you’ll connect your email account.
Step 2. Choose your email provider
In the Email 2-Way Sync section, select your email provider from the list. Gmail, Google Workspace, and Outlook are supported for 2-way sync. If you’re using Gmail, select Gmail and click Connect. For Outlook, choose Outlook and hit Connect. If you’re using a different email provider, please check back at a later time to see if the function has become available.
Step 3. Authorize your account
After selecting your email provider, a pop-up will appear asking you to log into your email account. Enter your credentials and authorize Lead Connector to access your account. Make sure you allow all permissions to ensure smooth syncing between your email and My Studio Manager.
Step 4. Syncing emails
To establish the sync, the first outbound email must be initiated from My Studio Manager. After this, all emails, whether received or sent from your inbox or MSM, will stay in sync and be viewable in the Conversations section. Any subsequent replies will automatically reflect in both MSM and your email provider. This helps you keep track of conversations and never lose sight of a lead or a customer’s communication trail.
That’s how you set up and connect two-way email sync in My Studio Manager. This will help you streamline client communication and ensure everything stays organized in one platform.
If you run into any issues, feel free to reach out to our support team for assistance. Thank you for joining me. I’ll see you next time.
