Platform
  • Welcome to the Nexudus Platform
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      • Introductory Session I
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  • Day-to-day
    • Inventory
      • Products
        • What is a product?
        • Recurrent products
        • Adding a product
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        • Deleting or archiving a product
      • Managing Plans
        • What is a plan?
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        • What are passes?
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        • Pay As You Go passes
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        • What is a resource?
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        • Resource prices
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        • Resource access rules
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        • Using resource types to group related resources
      • Floor plans, offices and desks
        • Managing floor plans, offices and desks
        • Adding or editing a floor plan
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        • Associating a contract with a desk
        • Linking an office or desk to a member or contact
    • Operations
      • Members & Contacts
        • About customers
        • Signing up a member
        • Signing up a contact
        • Viewing different types of customers
        • Editing a member
        • Editing a contact
        • Allowing access to the customer portal
        • Suspending members and contacts
        • Deleting a member or contact
      • Teams and groups
        • About teams
        • Adding a team
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        • Teams and invoicing
        • Setting up a team profile on the website
      • Visitors
        • Managing visitors
        • Viewing the visitor list
        • Visitor Terms and Conditions
        • Checking in visitors
        • Adding visitors to a booking
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      • Check-in
        • About checking in
        • Viewing who's in right now
        • Checking in manually
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        • Checking in by using RFID readers and cards
        • Enabling access control integration
        • Enabling Pay As You Go
      • Deliveries
        • About deliveries
        • Viewing deliveries in the member portal
        • Receiving a mail delivery
        • Notifying a team when a delivery arrives
    • Finance
      • Managing Invoices
        • Invoices
        • Automatically creating invoices
        • Manually creating an invoice
        • How to invoice a customer for specific products, bookings, charges or event tickets.
        • Issuing refunds
        • Partial refunds
        • Cancelling an invoice
        • Editing invoices
        • Viewing invoices
        • Deleting invoice lines
        • Deleting invoices
      • Customer Balances
        • Viewing a customer balance
        • Editing a balance, adding/deleting payments
        • Exporting a balance
      • Payments
        • Managing Payments
        • Payment types
        • Manual payments
        • Online payments
        • Credit
      • Taxes
        • About tax rates
        • Using different tax rates
        • Tax rate settings
      • Accounts
        • About accounts
        • Adding and editing accounts
        • Linking plans, resource prices, passes and products to accounts
        • Viewing accounts in reports
        • Finding an invoice line without an account and how to fix it
      • Contracts
        • About contracts
        • Adding a contract
        • Editing a contract
        • Contracts and billing cycles
        • Cancelling a contract
        • Prorating a contract
        • Setting a main contract for a member
        • Setting multiple contracts for a member
        • Contracts and proposals
        • Digital signatures on contracts
        • Contracts: the most common scenarios
      • Discounts
    • Sales
      • Selling Products
        • About selling products
        • Managing products from the dashboard
        • Including a product in a plan
        • Selling a product directly to a member or contact
        • Buying products from the members portal
      • Bookings
        • About bookings
        • Making a booking
        • Editing a booking
        • Setting up a repeat booking
        • Cancelling a booking
        • The difference between invoicing and charging a booking
        • Invoicing bookings
        • Assigning credit for bookings
        • Defining booking notifications
        • Bookings and integrations
    • CRM
      • Managing CRM
        • About CRM
        • Viewing a CRM board
        • Configuring a CRM board
        • Automating a CRM board
        • Adding an opportunity
        • Boards and processes
        • Reminders
        • Managing message macros
        • Sending message macros from a member/contact account
        • Managing email accounts
        • Tasks and task lists
          • Managing tasks
          • Managing task lists
        • CRM boards and task lists
        • Custom fields
        • Using custom fields for directory filtering
        • Document templates
          • Merge Fields
        • Generating documents from templates
      • Proposals
        • About proposals
        • Adding and sending a new proposal
        • Understanding Proposal Documents
        • Creating multi-contract proposals
        • Adding products to a proposal
      • Sign up Form Customization
    • Community
      • Managing Surveys
        • About surveys
        • Adding a survey
        • Viewing a survey
        • Editing a survey
        • Managing survey questions
          • Types of survey questions
          • Adding a survey question
          • Editing a survey question
          • Deleting a survey question
        • Viewing survey results
      • Managing Events
        • About events
        • Viewing events
        • Adding an event
        • Editing an event
        • Recurring events
        • Grouping events with categories
        • Cancelling an event
        • Selling event tickets
        • Checking in event attendees
      • Managing News Articles
        • About News Articles
        • Creating and managing news articles
        • Managing article categories
        • Moderating article comments
      • Managing Community Boards
        • About the Community Board
        • Viewing a community board
        • Community board elements
        • Managing conversations
        • Managing messages in conversations
        • Managing groups on the community board
      • Managing Newsletters
        • About Newsletters
        • Adding a newsletter
        • Sending a newsletter
        • Subscribers
          • About subscribers
          • Managing subscribers
          • Managing subscriber lists
          • Nexudus and Mailchimp
      • Help Desk
  • Settings
    • General Settings
      • Name & Logo
      • Contact & Location Details
      • Timezone
    • Billing and Accounting
      • Invoice Details
      • Notifications
      • Contents
      • Formatting
      • Locked Period
      • Tax
      • Accounts
    • Payments
      • Setting up automatic payments
      • Payment currency
      • Default payment method
      • Configuring payment gateways
        • PayPal
        • GoCardless
        • Stripe ACH
        • Forte ACH
        • Authorize.net
          • Setting up Forte ACH
        • Quickbooks (Payments)
      • Supported payment service providers
      • Making a Test Payment
      • Strong Customer Authentication
    • Website
      • Website Settings
      • General
      • Setting up your own domain on Nexudus
        • Configuring your own domain in Nexudus
        • Configuring your DNS settings
        • DNS Settings: Configuring your Cloudflare Account
      • Enabling and disabling website sections
      • Configuring access rights
      • Adding contact details
      • Viewing translations for website terms
      • Adding and editing language tokens
      • Adding a custom page
      • Editing your website templates
        • Editing common files
        • Dropbox
      • Integrating services with your website
    • Website modules
      • Customising your website
    • Bookings/Reservations
    • Check-in System
      • General
      • Pay As You Go (PAYG) settings
    • Integrations
      • About integrations
      • Access Control
        • Salto - Clay
        • Kisi
        • Brivo
      • Accounting
        • Quickbooks Online
          • Quickbooks: Cancelled and Refunded Invoices
        • Xero
        • Moloni
      • Printing
        • Managing printers in your space
          • Printers: Ezeep
            • Installing Ezeep
            • Setting up your Ezeep account
          • Printers: Papercut
      • Video Conferencing
        • Zoom
          • Zoom for Events
          • Zoom for Meeting Rooms
          • Zoom for Bookings
          • Zoom for Community Board Messages
        • Jitsi
          • Managing Virtual Rooms
      • WiFi-based check-in
        • About WiFi-based check-in
        • Setting up WiFi-based check-in using MikroTik
        • Setting up WiFi-based check-in using RADIUS servers
          • WiFi-based check-in: Aruba virtual controller
          • WiFi-based check-in: Cisco Meraki
          • WiFi-based check-in: Cisco WLC
          • WiFi-based check-in: Ruckus Cloud
          • WiFi-based check-in: SonicWall
          • WiFi-based check-in: Ubiquiti UniFi
      • Other Integrations
        • Square
        • Setting up Zapier
          • Sample Connection with Zapier: Mailchimp
          • Advanced Options with Zapier
        • Envoy
        • Space Dashboard
        • Calendar Integration
          • Calendar integration: Google (one-way)
          • Calendar integration: Google (two-way)
          • Calendar integration: Outlook (one-way)
        • Google BigQuery
        • Configuring reCAPTCHA
        • Configuring Google Maps
        • Google Analytics
      • Validation Rules
      • Webhooks
    • Imports
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    • Defining Email Templates
    • Email Server
    • Email Queue
    • Users
      • Managing Users
      • Managing standard and admin users
    • Security
      • Users and security
      • Security considerations
      • About user roles
      • Adding and assigning a role
      • Example user roles
    • How to access the Nexudus Spaces API
  • Bookmarks
  • Reports
    • About reports
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    • Revenue Exchange reports
  • Website
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      • Changing to a different plan
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  • FAQ
    • Untitled
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      • FAQ: Newsletters
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      • FAQ: Plans
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      • FAQ: Passes and check-in
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    • FAQ: Settings
      • FAQ: General settings
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        • FAQ: Migrating from Quickbook Merchant Services (QBMS) to Quickbooks payments
      • FAQ: Users and User Roles
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    • Square (ePOS)
      • Before you start
      • Square ePOS App
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On this page
  • To view all the sent and received emails of a member
  • To monitor a member's email account
  • Email provider settings
  • To delete messages

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  1. Day-to-day
  2. CRM
  3. Managing CRM

Managing email accounts

How to manage email accounts.

PreviousSending message macros from a member/contact accountNextTasks and task lists

Last updated 5 years ago

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Instead of searching through your inbox every time you need to find a conversation, Nexudus helps you keep all the emails you sent and received neatly organised in member and contact profiles. This makes it much easier to keep in contact with your community.‌

You can configure one or several email accounts and when an email is sent to one or several of these accounts by space members, Nexudus will detect it and place it in the correct member file.‌

If you want to monitor an account, you must provide the settings for incoming (used to receive emails) and outgoing (used to send emails) servers. You can currently only monitor accounts that have the IMAP protocol available, although most email providers support this protocol, such as Gmail or Outlook.‌

Once you've set up an account and email monitoring is active, Nexudus will scan that account's inbox every 15 minutes, looking for new messages. If any of the inbox messages comes from someone signed up to your space, it will automatically copy it to the corresponding member account.‌

To view all the sent and received emails of a member

  1. If the side menu is not visible, click .

  2. In the side menu, click , then click .

  3. Click the name of the member whose message you want to view.

  4. Click the CRM tab, then click Messages

To monitor a member's email account

  1. Click Add email account. A new page is displayed.

  2. Complete the required fields, including incoming and outgoing server settings (see the table below for a description of each field option).

  3. Click Save.

Option

Description

Display name

Enter the name that you want to appear in the From: field on an email sent from the Nexudus email account

Location

If you manage more than one space from your Nexudus account, select from the drop-down list the location of the space that is going to use the email account

Email address

Enter the email address you want to monitor

Active

Enable this option to make the email account monitoring active

Notification email address

Enter a different email address if you prefer to reply from that email address every time a new message is received

Send notifications

Enable this option if you want to receive a notification every time this account receives a new message from a person signed up to your space

Incoming server (Add incoming server details)

Enter the server settings for your email provider. A list of common email provider server settings is shown in the table below. Select a message deletion option.

Outgoing server (Add outgoing server details)

Enter the server settings for your email provider. A list of common email provider server settings is shown in the table below. If required, enter a Reply to email address

Email provider settings

This is a list of the email server settings for the most frequently used providers.

Email provide

Incoming server settings

Outgoing server settings

Port: 993

Encryption: SSL/TLS

Port: 465

Encryption: SSL/TLS

Gmail

Port: 993

Encryption: SSL/TLS

Port: 465

Encryption: SSL/TLS

iCloud

Port: 993

Encryption: SSL/TLS

Port: 587

Encryption: STARTTLS

MSN

Port: 993

Encryption: SSL/TLS

Port: 587

Encryption: STARTTLS

Office 365

Port: 993

Encryption: SSL/TLS

Port: 587

Encryption: SSL/TLS

Port: 993

Encryption: SSL/TLS

Port: 587

Encryption: STARTTLS

Yahoo!

Port: 993

Encryption: SSL

Port: 587 or 465

Encryption: TLS/STARTTLS or SSL

To delete messages

  1. Click the name of the member whose message you want to delete.

  2. Click the CRM tab, then click Messages.

  3. Click Delete.

If the side menu is not visible, click .

In the side menu, click , then click .

AOL (including )

Server: ​

Server: ​

Server: ​

Server: ​

Server: ​

Server: ​

Server: ​

Server: ​

Server: ​

Server: ​

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Server: ​

Server: ​

Server:

Server:

If the side menu is not visible, click .

In the side menu, click , then click .

At the end of the message you want to delete, click. A pop-out menu is displayed.

CRM
Email accounts
Operations
Members & Contacts
Verizon.net
imap.aol.com
smtp.aol.com
imap.gmail.com
smtp.gmail.com
imap.mail.me.com
smtp.mail.me.com
imap-mail.outlook.com
smtp-mail-outlook.com
outlook.office365.com
smtp.office365.com
Outlook.com
Hotmail.com
Live.com
imap-mail.outlook.com
smtp-mail.outlook.com
imap.mail.yahoo.com
smtp.mail.yahoo.com
Operations
Members & Contacts
A list of sent and received messages
Adding a new email account