Planhat

How to set up your email sync with Planhat

Syncing Emails with Planhat

Use Planhat's integration with Gmail/Outlook and Google Calendar to sync customer emails and upcoming meetings

Setting up the Gmail/Outlook and Google Calendar integrations

Everything you need to know about Planhat's Google/Outlook Calendar integration

Google/Outlook Calendar Integration

Planhat / Outlook Integration

If you're missing events in Planhat, then you have come to the right place!

Google Calendar Troubleshooting Guide 📅

If you've synced your email with Planhat but you're emails are not syncing then it could be one of the following reasons

Troubleshooting Email (Google or Outlook) Syncing

The power of public email accounts and how to set them up in Planhat

Public Email Account Usage

Email, email matching, end users at multiple companies, matching mode

Matching incoming emails with companies

Email settings, filtering, email specific rules

Email sync: filter incoming emails

Setting up and working with Transactional Emails

Learn how to send single or bulk emails to a specific audience via Planhat

How to Send Emails From Planhat 📧

Learn how to schedule emails to be sent at a future date

How to Schedule Emails

How to display an email signature when sending bulk emails

Bulk Emails and Signatures

Learn about bulk email behaviour from sending automated campaigns, outreach via triggers and NPS survey

Why are bulk emails not being sent?

In this article we explain in few steps how to unarchive emails in Planhat.

How to Unarchive Emails in Planhat 📁

Email Template to include Email Hyperlink with Text

How to Replace Email Hyperlink With Text (MailTo:)

If you see that emails to different customers are showing up in the same thread, read this article to help you figure out why that might be.

Why are different customer emails displaying in the same email thread?

Scenarios related to emails sent, e.g., "waiting-for-approval", bounce, etc

Where do undelivered emails sent from Planhat end up?

Planhat syncs your customer email communications and allows you to keep a history of them - all in one location

If I delete an email in my inbox, will it stay in Planhat?

Forwarding an internal e-mail (@mycompany.com)

Does Planhat sync forwarded e-mails?

If I add a new End-User into Planhat will their historical emails sync automatically?

What SMTPs can Planhat connect with?

Track, act-on, and analyse whether emails are opened, clicked, replied-to

Email engagement tracking

When you're creating email templates in Planhat you can use merge tags to help customize that email and save you time

Using Merge Tags in Planhat Emails

Everything you need to know about Planhat's email templates

How to Create Email Templates in Planhat

Scenarios related to emails landing in the "waiting-for-approval" folder.

Why emails land in "Waiting for Approval"

Settings and Limits for personal email sendouts (Gmail/Outlook)

Personal Email Limits

Christian Dreyer

Daniel Sternegard

Dehja Smith

Email & Calendar

Click here for app.planhat.com Help Center

Find answers and get help from Intercom Support and Community Experts

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