Adding your first account

Step 1: Add your first email account

• Click on left menu 'CONNECT YOUR EMAIL.

Step 2: Enter your email

• First enter the name of the account which will be displayed in Automatic Email Manager, then enter your email.

  Note: the option 'Use the advanced mode to setup account' will skip the automatic settings detection.

• If you use a Gmail address or an Office 365 address, Automatic Email Manager will open your browser to ask for modern authentification, that's why you don't need to enter the password.

Step 3: If your email type is not detected you will have to specify manually

• Choose the type of email account you want to use, by default and the best is IMAP4, which is the fastest with a robust connection type, all major email providers support this protocol.

Step 4: Specify manually your mail server

• Enter the mail server, generally it is something like mail.yourdomain.com or imap.yourdomain.com...

  Click on 'Test connection' to check the settings are good.

Step 5: Define the interval between each check

• You can set Automatic Email Manager to check your email box at a specific hour or every x minutes, or manually (this method will check one time and set itself in pause mode).

  Note: you can use the advanced scheduler to define the days and time ranges you want the account will be checked.

Step 6: Set the scenarios you want to apply when new emails are received

• It is the final step, just choose the scenarios you want to apply to the emails from this account. You can use same scenario to multiple accounts, so just click on 'Add a scenario', it will list all existing, just select the ones you want or create a new one.

  
  

  Note: If you want actions to copy or move you need to create a scenario with the action for each accounts, simply because these actions need the account connection to work, and these actions can't be shared in multiple accounts. (you need to create a new sce when copying or moving emails for each account).