Note: Navigation has changed since the videos in this article. Concepts still apply.
Email is a key part of the information associated with most business activity. Unfortunately in many businesses there is a separation between the email system and the system used to track matters, jobs, etc. In ActionStep we allow you to manage the email directly inside the actions thereby keeping track of the inbound and outbound correspondence all in one place.
There is a lot of technical terminology around Internet email so please refer to the Email Terminology section at the end of his document for an explanation of some of terms used. You can also watch the below video for an overview of the basic email concepts we will be referring to.
There are three ways to get mail into Actionstep:
- POP Mailbox on your domain. You can create a new mailbox on your existing domain and enter the connection details into Actionstep. Actionstep will then connect to this mailbox every 5 minutes (or whenever a user clicks "check for new mail") and download all messages in this mailbox.
- Mailgun Wildcard: As an alternative to a POP email address on your domain, Actionstep can create a Mailgun subdomain for you (typically <anything>@<your organization key>.actionstep.com). Any email sent to this subdomain will be instantly received by Actionstep (rather than waiting 5 minutes). You can select this option when you first signup for Actionstep.
- Outlook / Gmail Plugins: If you have one of our plugins installed in Outlook or Gmail then you can instantly copy the email and attachments to Actionstep from within those applications. Note: the plugins use the API to connect directly so you do not require a POP or Mailgun subdomain if you use this method exclusively. See Google Gadget or Microsoft Office Plugin.