Smackdab Help Center
Smackdab Help Center
      • How to add a Contact
      • Update Contact Details
      • Follow Contact For Regular Update
      • Delete Contact
      • Recovering Deleted Contacts
      • Contacts Detail Page
      • How to add/manage contact job role
      • How to add a Deal
      • How to Delete a Deal
      • Recovering Deleted Deals
      • Deals Detail Page
      • How to Update Deal Details
      • How to Create and Manage a Deal Pipeline?
      • How to add Deal lost reasons
      • How to add a Company
      • How to Update a Company's Details
      • How to Delete a Company
      • Recovering a Deleted Company
      • Follow a Company For Regular Updates
      • Company Detail Page
      • How to Enable the Parent Company
      • How to Add a New Activity
      • Activity Detail Page
      • Follow Activity For Regular Update
      • How to Delete an Activity?
      • How To Recover Deleted Activity
      • How to Create, Edit & Delete an Activity Type
      • How to Create, Edit & Delete an Activity Result?
      • How To Connect an Email Account
      • How to Reconnect an Email Account
      • How to Generate Email AI Summary
      • How to Link or Unlink Emails to a Specific Record
      • How to Manage Email Templates?
      • How to Manage Email Custom Views
      • How To Add Email Types
      • Manage Email Signature
      • How to manage BCC email addresses?
      • Set Email Preference to Public or Private
      • How to insert fields into an email
      • How to manage BCC email address
      • Connect Google Calendar
      • Add an Activity to Calendar
      • How to Add Resources and Users to Your Calendar
      • How to update filters in Calendar
      • How to create a custom view in calendar
      • Create Marketing List
      • Create Marketing Form
      • Edit or Delete Marketing List
      • Edit or Delete Marketing Form
      • Creating Email Marketing Templates
      • How to Use Existing Templates
      • How to Create/Update Templates or Add Them to a Folder
      • How to Create and Edit Campaigns
      • How to Create an Email Broadcast
      • How to Link a Form to an Email Broadcast
      • Dashboard Widgets
      • How to Create an Automation
      • How to Update or Delete an Automation
      • How to Create a New Automation from a Template
      • Sequence Limit Settings
      • Sequence Revision Logs
      • How to make a Sequence Active/Inactive
      • Automation Settings
      • Editing an Existing Automation Created from a Template
      • What is the Booking module, and how is it helpful?
      • How to create a Booking Type
      • How to create a Multiple Booking Link
      • How to Create an Availability Schedule
      • How to Edit or Delete an Existing Availability Schedule
      • How to Create an Unavailability/Time Off Schedule
      • How to Edit or Delete an Existing Unavailability Schedule
      • Email Templates for Bookings
      • How to Update a Promo Code
      • How to Edit a Recurring Payment
      • How to Create a New Invoice
      • How to Edit or Delete an Invoice
      • How to Create a Quote
      • What is an Invoice
      • How to Edit or Delete a Quote
      • How to Create a New Recurring Payment
      • What are Quotes
      • What is a Promo Code
      • What is a Checkout Form
      • What is a Product
      • How to Create a Promo Code
      • How to Create a Checkout Form
      • How to Edit or Delete a Checkout Form
      • How to Create a Product
      • How to Edit or Delete a Product
      • What is a Recurring Payment
      • Working with Sales Tax
      • Sales - General Settings
      • Using Smackdab Pay
      • What Are Streams?
      • How to Create a New Stream and Custom View
      • How to Update a Stream
      • How to Update Filters in a Stream
        • Personal Information: How to Update and Change Personal Information
        • Personal Information: Updating Your Date Format
        • Personal Information: Updating Your Timezone
        • Personal Information: Updating Your Default Login Position
        • Personal Information: How to Change Your Password
        • Personal Settings: Animated Icons
        • Personal Settings: Managing Your Email Signature
        • Personal Settings: Notification Preferences
        • Personal Settings: Discard Prompt
        • Personal Settings: Manage Layout
        • Personal Settings: Manage Activity
        • Personal Communication: Phone Integration
        • Personal Communication: Phone Settings
        • Personal Communication: Meeting Integration
        • Personal Communication: Email Accounts
        • Personal Communication: Email Settings
        • Personal Communication: Following
        • Personal Calendar
        • How to change profile picture
        • Branch Information
        • Branch Settings: Owner Name
        • Branch Settings: Animated Icons
        • Branch Settings: Phone Type
        • Branch Settings: Email Type
        • Branch Settings: Email Settings
        • Branch Settings: Notifications
        • Branch Settings: Discard Prompt
        • Branch Settings: Manage Layout
        • Branch Settings: Manage Activity
        • Text Marketing: Connect Instantly with Your Customers
        • Email Marketing: Email Sender
        • Email Marketing: Domain
        • Email Marketing: Double Opt-in email
        • How to show active sessions
        • How to See Audit Logs
        • How to Set Up Two-Factor Authentication (2FA)
        • How to Apply Security Alerts
        • How to Apply Security Rules
        • How to show active session
        • Administration: Hierarchy
        • Administration: Users
        • Administration: How to Deactivate and Update an Existing User
        • What is Snippet
        • How to Create a Snippet
        • How to Update or Delete a Snippet
        • What is Policy Group
        • Administration: How to Create a New Hierarchy
        • How to add/delete phone types
        • How to create a Policy Group
        • How to Edit or Update a Policy Group
        • How to add/delete email types
        • Administration: How to add new user to Hierarchy
        • Administration: How to provide access in Hierarchy
        • What is Trash
        • What is Restore
        • Activity Settings
        • How to Create an Activity Result
        • How to Create an Activity Type
        • Deal Settings
        • Contact Settings
        • Company Settings
        • How to create a new field
      • What is a Branch
      • How to Create a Branch
      • How to Manage a Branch
      • What is an Entity
      • How to Create a Custom Entity
      • How to Update or Delete a Custom Entity
      • How to Create a Custom View
      • How to Import Data from Keap to Smackdab
      • Syncing with iPoint
    • Create Your Smackdab Account
    • Start Onboarding
    • How to Connect Another Email
    • Universal Add Button Guide
    • How to generate a timeline AI summary?
    • What is Timeline and How to use/manage Timeline?
    • Overview of Smackdab’s Entities
    • How to Create Timeline Custom View
    • How to Apply Filters and Sorting
    • How to Add/Upload a File to Records
    • Update Smackdab
    • How To Add Tags
    • How To Add Notes
    • How To Add New Field Type
    • Understanding the Text Field
    • Understanding Large Text (Text Area) Field
    • Understanding Dropdown Field
    • Understanding the Date (Date Picker)
    • Understanding the Time (Time Picker) Field
    • Understanding Date Time Picker
    • Understanding Date Range Field
    • How to add Email Field Type
    • Understanding Number Field Type
    • Understanding Percentage Field Type
    • Understanding Currency Field Type
    • Understanding of URL field
    • Understanding Address Field
    • Understanding Phone Field Type
    • Understanding Radio Button Field
    • Understanding Multi-Select Pick List (Checkbox) Field Type
    • Understanding Attachment/File Field Type
    • Understanding Group Field Type
    • Understanding Boolean Field Type
    • Understanding Rich Text Field Type
    • Understanding Drop Zone
    • How to Manage Field Layout
    • How to Delete a Layout?
    • How to Manage Your Quicklook Card Layout?
    • Managing Quick Action Buttons
    • Admin Consent Troubleshooting in Microsoft Entra
    • How to Read Your Dashboard
    • How to Switch the Position and Branch
    • What is Dark and Light Mode
NeetoKB Made with NeetoKB
      • How to add a Contact
      • Update Contact Details
      • Follow Contact For Regular Update
      • Delete Contact
      • Recovering Deleted Contacts
      • Contacts Detail Page
      • How to add/manage contact job role
      • How to add a Deal
      • How to Delete a Deal
      • Recovering Deleted Deals
      • Deals Detail Page
      • How to Update Deal Details
      • How to Create and Manage a Deal Pipeline?
      • How to add Deal lost reasons
      • How to add a Company
      • How to Update a Company's Details
      • How to Delete a Company
      • Recovering a Deleted Company
      • Follow a Company For Regular Updates
      • Company Detail Page
      • How to Enable the Parent Company
      • How to Add a New Activity
      • Activity Detail Page
      • Follow Activity For Regular Update
      • How to Delete an Activity?
      • How To Recover Deleted Activity
      • How to Create, Edit & Delete an Activity Type
      • How to Create, Edit & Delete an Activity Result?
      • How To Connect an Email Account
      • How to Reconnect an Email Account
      • How to Generate Email AI Summary
      • How to Link or Unlink Emails to a Specific Record
      • How to Manage Email Templates?
      • How to Manage Email Custom Views
      • How To Add Email Types
      • Manage Email Signature
      • How to manage BCC email addresses?
      • Set Email Preference to Public or Private
      • How to insert fields into an email
      • How to manage BCC email address
      • Connect Google Calendar
      • Add an Activity to Calendar
      • How to Add Resources and Users to Your Calendar
      • How to update filters in Calendar
      • How to create a custom view in calendar
      • Create Marketing List
      • Create Marketing Form
      • Edit or Delete Marketing List
      • Edit or Delete Marketing Form
      • Creating Email Marketing Templates
      • How to Use Existing Templates
      • How to Create/Update Templates or Add Them to a Folder
      • How to Create and Edit Campaigns
      • How to Create an Email Broadcast
      • How to Link a Form to an Email Broadcast
      • Dashboard Widgets
      • How to Create an Automation
      • How to Update or Delete an Automation
      • How to Create a New Automation from a Template
      • Sequence Limit Settings
      • Sequence Revision Logs
      • How to make a Sequence Active/Inactive
      • Automation Settings
      • Editing an Existing Automation Created from a Template
      • What is the Booking module, and how is it helpful?
      • How to create a Booking Type
      • How to create a Multiple Booking Link
      • How to Create an Availability Schedule
      • How to Edit or Delete an Existing Availability Schedule
      • How to Create an Unavailability/Time Off Schedule
      • How to Edit or Delete an Existing Unavailability Schedule
      • Email Templates for Bookings
      • How to Update a Promo Code
      • How to Edit a Recurring Payment
      • How to Create a New Invoice
      • How to Edit or Delete an Invoice
      • How to Create a Quote
      • What is an Invoice
      • How to Edit or Delete a Quote
      • How to Create a New Recurring Payment
      • What are Quotes
      • What is a Promo Code
      • What is a Checkout Form
      • What is a Product
      • How to Create a Promo Code
      • How to Create a Checkout Form
      • How to Edit or Delete a Checkout Form
      • How to Create a Product
      • How to Edit or Delete a Product
      • What is a Recurring Payment
      • Working with Sales Tax
      • Sales - General Settings
      • Using Smackdab Pay
      • What Are Streams?
      • How to Create a New Stream and Custom View
      • How to Update a Stream
      • How to Update Filters in a Stream
        • Personal Information: How to Update and Change Personal Information
        • Personal Information: Updating Your Date Format
        • Personal Information: Updating Your Timezone
        • Personal Information: Updating Your Default Login Position
        • Personal Information: How to Change Your Password
        • Personal Settings: Animated Icons
        • Personal Settings: Managing Your Email Signature
        • Personal Settings: Notification Preferences
        • Personal Settings: Discard Prompt
        • Personal Settings: Manage Layout
        • Personal Settings: Manage Activity
        • Personal Communication: Phone Integration
        • Personal Communication: Phone Settings
        • Personal Communication: Meeting Integration
        • Personal Communication: Email Accounts
        • Personal Communication: Email Settings
        • Personal Communication: Following
        • Personal Calendar
        • How to change profile picture
        • Branch Information
        • Branch Settings: Owner Name
        • Branch Settings: Animated Icons
        • Branch Settings: Phone Type
        • Branch Settings: Email Type
        • Branch Settings: Email Settings
        • Branch Settings: Notifications
        • Branch Settings: Discard Prompt
        • Branch Settings: Manage Layout
        • Branch Settings: Manage Activity
        • Text Marketing: Connect Instantly with Your Customers
        • Email Marketing: Email Sender
        • Email Marketing: Domain
        • Email Marketing: Double Opt-in email
        • How to show active sessions
        • How to See Audit Logs
        • How to Set Up Two-Factor Authentication (2FA)
        • How to Apply Security Alerts
        • How to Apply Security Rules
        • How to show active session
        • Administration: Hierarchy
        • Administration: Users
        • Administration: How to Deactivate and Update an Existing User
        • What is Snippet
        • How to Create a Snippet
        • How to Update or Delete a Snippet
        • What is Policy Group
        • Administration: How to Create a New Hierarchy
        • How to add/delete phone types
        • How to create a Policy Group
        • How to Edit or Update a Policy Group
        • How to add/delete email types
        • Administration: How to add new user to Hierarchy
        • Administration: How to provide access in Hierarchy
        • What is Trash
        • What is Restore
        • Activity Settings
        • How to Create an Activity Result
        • How to Create an Activity Type
        • Deal Settings
        • Contact Settings
        • Company Settings
        • How to create a new field
      • What is a Branch
      • How to Create a Branch
      • How to Manage a Branch
      • What is an Entity
      • How to Create a Custom Entity
      • How to Update or Delete a Custom Entity
      • How to Create a Custom View
      • How to Import Data from Keap to Smackdab
      • Syncing with iPoint
    • Create Your Smackdab Account
    • Start Onboarding
    • How to Connect Another Email
    • Universal Add Button Guide
    • How to generate a timeline AI summary?
    • What is Timeline and How to use/manage Timeline?
    • Overview of Smackdab’s Entities
    • How to Create Timeline Custom View
    • How to Apply Filters and Sorting
    • How to Add/Upload a File to Records
    • Update Smackdab
    • How To Add Tags
    • How To Add Notes
    • How To Add New Field Type
    • Understanding the Text Field
    • Understanding Large Text (Text Area) Field
    • Understanding Dropdown Field
    • Understanding the Date (Date Picker)
    • Understanding the Time (Time Picker) Field
    • Understanding Date Time Picker
    • Understanding Date Range Field
    • How to add Email Field Type
    • Understanding Number Field Type
    • Understanding Percentage Field Type
    • Understanding Currency Field Type
    • Understanding of URL field
    • Understanding Address Field
    • Understanding Phone Field Type
    • Understanding Radio Button Field
    • Understanding Multi-Select Pick List (Checkbox) Field Type
    • Understanding Attachment/File Field Type
    • Understanding Group Field Type
    • Understanding Boolean Field Type
    • Understanding Rich Text Field Type
    • Understanding Drop Zone
    • How to Manage Field Layout
    • How to Delete a Layout?
    • How to Manage Your Quicklook Card Layout?
    • Managing Quick Action Buttons
    • Admin Consent Troubleshooting in Microsoft Entra
    • How to Read Your Dashboard
    • How to Switch the Position and Branch
    • What is Dark and Light Mode
NeetoKB Made with NeetoKB
  • /
  • Getting Started
  • /

Email

How To Connect an Email Account How to Reconnect an Email Account How to Generate Email AI Summary How to Link or Unlink Emails to a Specific Record How to Manage Email Templates? How to Manage Email Custom Views How To Add Email Types Manage Email Signature How to manage BCC email addresses? Set Email Preference to Public or Private How to insert fields into an email How to manage BCC email address
Open Enter
Move
Close Esc