Email retention

One of the key reasons we moved to Infusionsoft was its claimed ability to retain emails by contact.

We use GMail and have recently found Infusionsoft is NOT maintaining a record of our emails. This is very frustrating but we just cannot get any support from Infusionsoft and there has been no return to our queries.

HELP.

The emails sent from Infusionsoft should show in your email history for each contact. If, however, you are under the impression that infusionsoft somehow is aware of and stores email responses from the emails you’ve sent, then that would be incorrect. I’ve never seen any claim to that affect. Or…do I mis-understand your question?

@Simon_Read, you may be thinking about the Infusionsoft Sync for Gmail. It’s something you can install and configure for free. Here’s the info:https://help.infusionsoft.com/userguides/marketplace-apps/infusionsoft-sync-for-gmail

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Hi John,

When we first started using Infusionsoft it did indeed retain copies of the
emails we were sending through Gmail. We were not sending them through
Infusionsoft.

On review, it may well be the case Infusionsoft only retained details of
the email we sent, including the email string associated with our outbound
email.

It no longer does this. So the point is we have lost something which
Infusionsoft was providing.

I also understand there is an Infusionsoft Sync for Gmail. Would this be
helpful?

Cheers.

If it involves the PPSA, involve me.

Simon Read

Director | EDX (WA) Pty Ltd

T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/

PO Box 164, Claremont Perth WA 6910

Experts in Personal Property Securities

DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.

https://www.linkedin.com/in/simon-read-a2a97757/

Thank you Cheryl,

We will “give it a go”.

Cheers.

If it involves the PPSA, involve me.

Simon Read

Director | EDX (WA) Pty Ltd

T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/

PO Box 164, Claremont Perth WA 6910

Experts in Personal Property Securities

DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.

https://www.linkedin.com/in/simon-read-a2a97757/

Hi @Simon_Read,

How long ago did you start with Infusionsoft? I’m just asking because I’ve only been an API developer using IS for about four years and I’ve not seen a case where IS knew of any email activity outside of what IS sent itself.

Morning John,

We’ve only just started in the past couple of months. See attached screen
shot. Infusionsoft ‘captured’ these emails by reference to the customer’s
email address and allocated them to the appropriate Infusionsoft Contact.

They were not sent through Infusionsoft.

Cheers.

If it involves the PPSA, involve me.

Simon Read

Director | EDX (WA) Pty Ltd

T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/

PO Box 164, Claremont Perth WA 6910

Experts in Personal Property Securities

DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.

https://www.linkedin.com/in/simon-read-a2a97757/

Hi @Simon_Read,

Is Dianne a user in Infusionsoft or just a contact (non user). I’m asking because users do have a setting to link POP/IMAPI accounts. For contacts, that option isn’t available but if it’s a user that might be something to followup on.

Hi John,

Diane is only a contact, not a user of Infusionsoft, Lisa and Janet are
employees and users of Infusionsoft.

Cheers.

If it involves the PPSA, involve me.

Simon Read

Director | EDX (WA) Pty Ltd

T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/

PO Box 164, Claremont Perth WA 6910

Experts in Personal Property Securities

DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.

https://www.linkedin.com/in/simon-read-a2a97757/

Hi @Simon_Read,

So I’m wondering if the user association isn’t the common factor to that working as you’ve described. Have Lisa and Janet been setup on their user records to use the POP/IMAPI settings? Has the user records had to be changed in the past (I don’t know of course, just listing possible paths for it happening as you’ve described).

Hi Simon
How did you go with the Sync plugin?
I’m in Australia and happy to get on a call with you to understand your issues.

Thanks John,

I’ve passed your suggestion to out IT crew.

Cheers .

If it involves the PPSA, involve me.

Simon Read

Director | EDX (WA) Pty Ltd

T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/

PO Box 164, Claremont Perth WA 6910

Experts in Personal Property Securities

DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.

https://www.linkedin.com/in/simon-read-a2a97757/

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Morning Carl,

I’ve passed your suggestion to my IT guy (as I’m hopeless) and we’ll see
how it goes. All the very best.

Cheers.

If it involves the PPSA, involve me.

Simon Read

Director | EDX (WA) Pty Ltd

T: 08 6246 0440 | M: 0408 542 100 |W: www.edxppsr.com.au | *E: *
simon.read@edxwa.com.au http://www.edxppsr.com.au/

PO Box 164, Claremont Perth WA 6910

Experts in Personal Property Securities

DISCLAIMER: This email is intended solely for the use of the addressee and
may contain information that is confidential or subject to professional
privilege. If you have received this email in error, please notify the
sender immediately. This email should not be construed as legal advice.
No person is entitled to rely upon or act on any comments made, but instead
should seek appropriately qualified opinion prior to taking or refraining
from taking any action.

https://www.linkedin.com/in/simon-read-a2a97757/

1 Like