Ploomes

Creating email templates

Learn how to create and customize your email signature in Ploomes to strengthen your corporate identity and company image.

How to configure your email signature?

Learn why some sent emails are not automatically displayed in the customer's history and how to ensure they become visible.

Why don't my emails appear in the full history?

Learn how to solve common errors when integrating your Gmail account into Ploomes using app passwords.

Why can't I integrate Gmail into Ploomes?

Understand the criteria for automatic message categorization and how Ploomes organizes your inbox and archive.

Why are the emails I receive going to the Archive?

Learn why some emails forwarded to your Ploomes address are not automatically linked and which rules must be met for this to happen.

Why don't the emails I forward to my Ploomes address appear in my account?

Learn about the most common causes of email delivery failures in Ploomes and how to fix them.

Why am I having problems sending emails through Ploomes?

Learn how to activate the automatic email linking option to ensure messages appear in the history.

Why aren't incoming emails in Ploomes being automatically linked to customers?

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João Pedro Ledo

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Universidade Ploomes

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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