Emails
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      3. Emails

      Connect Your Outbound Email Address

      Easily connect your company and individual email accounts so that quotes and financing invitations sent to homeowners come from you and not Roofle.

       

      Requirements:

      Overview:

      Connect Main Outbound Email

      Connect Individual Email for Rep Quotes

       

      NOTE: Your company’s ‘inbound’ email is used for receiving notifications such as new leads, and requires no extra connection.

      The ‘outbound’ email is used for sending info to homeowners, such as instant online quotes, product details, and finance pre-qual invitations.



      Instructions:

      1. To start, login to your portal and look for the Settings icon.
      2. From the dropdown, choose General
        connect-email-navigation
      3. Then go to the 'Emails' tab

        connect-email-settings
      4. If your company’s outbound email isn’t connected, you’ll see a red warning box.
        1. Click ‘Connect’ or the pencil icon next to your company’s outbound email

          connect-email-connect-company-email

        2. In the popup, confirm it’s the correct email address your company will use for sending emails to homeowners.

          Select your email service - either Gmail, Yahoo, Outlook, Microsoft, or enter your own.

          connect-email-select-service
        3. Complete the authentication process.
        4. Ensure that you grant the Roofle platform the ability to send emails on your behalf.
      5. 🎉 Boom! 👉 Now your company email will be used for sending instant quotes, product info, and pre-qual invitations requested by homeowners.

      PRO TIP: If you have multiple markets, you have the option to connect a different outbound email for each market.

       

       

      Connect Individual Emails for Rep Quotes

      Connect an individual email address for sending homeowner emails through Rep Quotes.

      1. Click on your profile picture at the top right, and go to ‘My Profile’
        connect-personal-email-navigation

      2. If your email isn’t connected, you’ll see a warning box. Click ‘Connect it’
        connect-email-connect-personal-email

      3. In the popup, select your email service

        connect-personal-email-select-service

      4. Complete the authentication process for your individual email account

        connect-email-outlook

      5. 🎉 Congrats! 👉  You’ve successfully connected your emails!

      6. To adjust your email notification settings, go back to the Emails tab in General Settings.