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).
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