One of the key reasons we moved to Infusionsoft was its claimed ability to retain emails by contact.
We use GMail and have recently found Infusionsoft is NOT maintaining a record of our emails. This is very frustrating but we just cannot get any support from Infusionsoft and there has been no return to our queries.
HELP.
The emails sent from Infusionsoft should show in your email history for each contact. If, however, you are under the impression that infusionsoft somehow is aware of and stores email responses from the emails youāve sent, then that would be incorrect. Iāve never seen any claim to that affect. Orā¦do I mis-understand your question?
@Simon_Read, you may be thinking about the Infusionsoft Sync for Gmail. Itās something you can install and configure for free. Hereās the info:https://help.infusionsoft.com/userguides/marketplace-apps/infusionsoft-sync-for-gmail
Hi John,
When we first started using Infusionsoft it did indeed retain copies of the
emails we were sending through Gmail. We were not sending them through
Infusionsoft.
On review, it may well be the case Infusionsoft only retained details of
the email we sent, including the email string associated with our outbound
email.
It no longer does this. So the point is we have lost something which
Infusionsoft was providing.
I also understand there is an Infusionsoft Sync for Gmail. Would this be
helpful?
Cheers.
If it involves the PPSA, involve me.
Simon Read
Director | EDX (WA) Pty Ltd
T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/
PO Box 164, Claremont Perth WA 6910
Experts in Personal Property Securities
DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.
Thank you Cheryl,
We will āgive it a goā.
Cheers.
If it involves the PPSA, involve me.
Simon Read
Director | EDX (WA) Pty Ltd
T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/
PO Box 164, Claremont Perth WA 6910
Experts in Personal Property Securities
DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.
Hi @Simon_Read,
How long ago did you start with Infusionsoft? Iām just asking because Iāve only been an API developer using IS for about four years and Iāve not seen a case where IS knew of any email activity outside of what IS sent itself.
Morning John,
Weāve only just started in the past couple of months. See attached screen
shot. Infusionsoft ācapturedā these emails by reference to the customerās
email address and allocated them to the appropriate Infusionsoft Contact.
They were not sent through Infusionsoft.
Cheers.
If it involves the PPSA, involve me.
Simon Read
Director | EDX (WA) Pty Ltd
T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/
PO Box 164, Claremont Perth WA 6910
Experts in Personal Property Securities
DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.
Hi @Simon_Read,
Is Dianne a user in Infusionsoft or just a contact (non user). Iām asking because users do have a setting to link POP/IMAPI accounts. For contacts, that option isnāt available but if itās a user that might be something to followup on.
Hi John,
Diane is only a contact, not a user of Infusionsoft, Lisa and Janet are
employees and users of Infusionsoft.
Cheers.
If it involves the PPSA, involve me.
Simon Read
Director | EDX (WA) Pty Ltd
T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/
PO Box 164, Claremont Perth WA 6910
Experts in Personal Property Securities
DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.
Hi @Simon_Read,
So Iām wondering if the user association isnāt the common factor to that working as youāve described. Have Lisa and Janet been setup on their user records to use the POP/IMAPI settings? Has the user records had to be changed in the past (I donāt know of course, just listing possible paths for it happening as youāve described).
Hi Simon
How did you go with the Sync plugin?
Iām in Australia and happy to get on a call with you to understand your issues.
Thanks John,
Iāve passed your suggestion to out IT crew.
Cheers .
If it involves the PPSA, involve me.
Simon Read
Director | EDX (WA) Pty Ltd
T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/
PO Box 164, Claremont Perth WA 6910
Experts in Personal Property Securities
DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.
Morning Carl,
Iāve passed your suggestion to my IT guy (as Iām hopeless) and weāll see
how it goes. All the very best.
Cheers.
If it involves the PPSA, involve me.
Simon Read
Director | EDX (WA) Pty Ltd
T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/
PO Box 164, Claremont Perth WA 6910
Experts in Personal Property Securities
DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.
