Emails
How can I view incoming emails in Bigin?
To view incoming emails in Bigin, you must first configure your email account. Once your email account is configured, you can view incoming emails, sent emails right from the record details page. Go to Setup > Email. Choose one from the popular ...
How do I add my signature to outgoing email from Bigin?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Settings > Users and Controls > Users From the list of users, click on your name to view your information. In the User ...
How to send emails from Bigin?
Email is an easy and effective way for a business to communicate with their customers. Bigin offers built-in email functionality that lets you send emails to your customers even if you have not configured your email account. But you will not be able ...
How do I create an email template in Bigin?
Email templates help you reach multiple recipients in just a few clicks. You can personalize email templates by inserting merge fields. To create email templates Go to Setup > Channels > Email > Templates. Click Add template. Select the module you ...
How to create a folder to store email templates?
You can group email templates in a common folder for easy access. For example, you could have separate folders for welcome email templates, follow-up templates, and organization templates. These folders can be shared with other users in your ...
How to add signature to an email template?
You will need to create a custom email signature before you can use it in email templates. To create your email signature Go to Settings > Users and Controls > Users. Click Add Signature in the Signature section of the User Information page. Type or ...
Where can I view the incoming emails in the record details page?
You must have an IMAP email account configured in Bigin to view incoming emails. To configure an IMAP account Go to Setup and then Email. Choose from the most popular email services. Enter your Username, Email Address, and Password and ...
How do I send mass emails?
Mass emails help you communicate with multiple customers in a matter of a few clicks. They are easy and effective means of communication that helps you reach out to your customers.Mass email is available in the Express edition. You can send 250 ...
What are merge fields in Bigin?
Merge fields help you personalize email templates by populating dynamic content in the email. For instance, you can add contact name, phone, deal stage or any record related information to the email. Note: Merge fields are available only in Email ...
How do I configure IMAP in Bigin?
While Bigin allows you to send emails even if you haven't configured your email account, you will not be able to view incoming or sent emails without configuring your email account in Bigin. If you configure your IMAP account, you can send emails, ...