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How does ReSales-Online send my emails?
To be able to send emails to clients directly from Resales-Online, you need to connect your Email to your Resales-Online account, here you have 2 options. You might need help from the technical person that usually deals with your email setup to decide how you want to send your emails and what will work best for your business.
Relay emails through your own email server using a single email account
All Emails sent from your account will be sent from a single email address (eg: sales@myagency.com)
When a client replies, the reply will go to this email address
Relay emails through your own email server using individual email accounts per user
Emails will be sent from individual Email addresses for each user account
When a client replies, the reply will go back to the email address of the specific person that originally sent the email
⚠️ Requires adding the email credentials for each user's individual email address
How can I configure my email settings?
To access the Email settings, open the [My Account] ⚙️ icon in the top-right of the screen and click on the [Email settings] tab.
Select your preferred delivery method, either:
[Relay emails through your own email server using a single email account]; or
[Relay emails through your own email server using individual email accounts per user]
If you selected the single email account option: go straight to point 1. below.
If you selected the individual email accounts option, first click the Edit ✏️ icon next to the username for whom you want to add email details, now continue with point 1.
Add your email address and email password (Note that in some cases you may need to add an SMTP username depending on your mail provider)
Click [Next]
The system will check for and then display the rest of the settings
Click [Test Settings] to confirm that the pre-filled data is correct
If all correct, click [Save]
If the result gives an error you can edit the information by clicking on the [Show Advanced Options] button. You might need help from your technical person to get this information.
If you selected the individual email email accounts option repeat the above steps for all users that will want to send emails from the system.
If you selected the single email account option, all done.
Special note if you use Zoho or Gmail
Zoho and Gmail upgraded their security and changed the way they allow SMTP usage. This will apply to you if you have selected the email setting "send from a single email account" or "individual email accounts per user".
Problem?
The changes that Zoho and Gmail made means that you might not be able to send automatic emails (profile matches) or manual emails to clients from the system. If this is the case, you will be receiving an error message like: error Verify SMTP Username / SMTP Password.
Solution
See below separate steps to solve this for Zoho or Gmail, note that this is the only way these processes will work. If you need help, speak to your technical person that usually helps you with your email setup.
Zoho
This solution requires enabling multi-factor authentication (MFA), then, follow these steps:
Sign in to your Zoho account
Click Application Specific Passwords under Security
Click Generate New Password
Enter a name for the application you want to create a password for, then click Generate
Make a note of the generated password, as for security purposes it will not be displayed again.
Gmail
Do the following to solve this issue:
The very first thing you will need to do is ensure that you have 2-step verification enabled on your primary Gmail account. Important: If you don’t do this you will get an invalid password error further below when trying to authenticate your email address. So first enable 2-step verification https://www.google.com/landing/2step/
Next, generate an App Password at https://security.google.com/settings/security/apppasswords
You then use the app password in place of your personal Gmail password in ReSales-Online email settings (username, which is your gmail address, remains the same).
Special note if you use Outlook.com
If you send a lot of emails from your Outlook.com account it may at times get blocked. If so, you will receive an email from Outlook.com with instructions on how to unblock your account.
Will my server details be secure?
We do take data security very seriously and your server name and password(s) will be encrypted in our system.
Why has this changed?
The decision to remove the option of sending emails from your email address via our Mail Server, has been made in order to help guarantee the delivery of the emails you send to your clients via the system.
New members during their first 14 days of their subscription will have use of this option to test the functionalities of the platform, afterwards, they will have to configure their Email Settings to one of the available options.
What if I prefer NOT to link my email account to ReSales-Online?
It is not obligatory to use these methods to send property details to your clients, if you prefer not to add your email server details to your account, you can still send properties to your clients by:
using the Whatsapp function; or
saving property search results as a PDF and attaching to an email using your own email client.
Note that if you rely on the AUTO NOTIFY function in Profiles, you will have to store your email server details in the system for it to work. If you don't store your email details profile matching will of course still work, however you will have to manually send profile matches to your clients.
Help!
If you have any questions, start a chat with our customer support team.