Sending out emails from Mindmatrix using your Gmail account

To set the feature for Company (only Super Admin User)

Step 1: Click to expand “Setup” and then click on “Companies”.

Step 2: Click on the company.

Step 3: Go to the “Setting” tab and check the box which reads “Send emails using Gmail oAuth(Maximum 5 recipients per mail)”, then click on “Save”.

To set the feature for a User

Step 1: Click on the profile icon at the top and then click on the username.

Step 2: Click on the “Social” tab and check the box which reads “Send emails using Gmail oAuth(Maximum 5 recipients per mail)”, then click on “Save”.

Step 3: You will receive a pop-up saying that you have successfully saved your profile. Click “Ok” to proceed.

To send email using this feature

Step 1: Click to expand “Communicate” and then click on “Email”.

Step 2: Click on “Compose”.

Step 3: Click any template and then click on the “lookup” icon to add contacts. After adding the contacts click on “Send”.

Condition 1: If you add contacts less than or equal to 5 recipients from the “Contacts” tab, then you will be directed towards the gmail account where you have to login and the attachment will be sent.

Step 4: When you integrate Mindmatrix with Gmail for the first time it asks you to authenticate. To authenticate, click on “Allow”.

Condition 2: If you add contacts from the “Lists” tab, irrespective of the number of recipients, the attachment will be sent through Mindmatrix itself.

Collaterals which can be sent through Gmail

·         Email Campaigns

·         Print

·         Web/Landing Pages

·         External Playbook

·         eBooks

·         Images

·         Documents