Email Two Way Sync

Email Two Way Sync is a feature that allows the synchronization of emails between two different platforms, such LANA software and an email client, in both directions. Any email sent, received, or updated in one platform is automatically synced with the other, ensuring that all relevant data is available in both places. 

What is Email Two way sync?

Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between LANA and their personal Gmail or Outlook accounts. Users can use their email accounts to send, receive & track emails.

The sync will be established between both platforms when an email thread is initiated from the LANA (first outbound message). All the subsequent emails in the thread will sync between both platforms. This feature is a user-level setting and does not impact other users in the account.

Steps to Connect

Gmail Two-Way Sync:

Over there, if you want to use Gmail Two Way Sync, please select Gmail two sync and hit Connect. 

It will then prompt you to choose one of the available Gmail Accounts in that browser or ask you to connect a Gmail account; select the one you need; connecting a new account will require you to enter that account's credentials in the popup that shows up.

Connecting it will then ask you about which permissions you are allowing LANA to have on your Gmail account; make sure to allow all and then hit enable continue

Once you hit, Continue, you will see your desired Gmail account connected in the Email Two Way sync tab:
 
 

How does the Gmail 2-way sync work between LANA and your email account?

You would need to send an email to a contact from the LANA to initiate the sync between both platforms.

The sent email will show up in the sent inbox of the integrated Gmail account:

All subsequent messages in the email thread (initiated from LANA) will be in sync. Outbound emails from your email will reflect in LANA and vice versa.

Outlook Two-Way Sync:

If you want to use Outlook Two Way sync, Select Outlook under Email (2-way sync) as your email provider & click on Connect.

Complete the authorization by entering your Outlook email ID credentials. After signing in then approve for permissions requested for LANA.  On the profile page, scroll down to the section Email (2-way sync) to view your email in the connection status.

How does the Outlook 2-way sync work between LANA and your email account?

You would need to send an email to a contact from the LANA to initiate the sync between both platforms.

An email thread initiated from your email will not sync to LANA. Only email threads that were formed from LANA will be in sync.

If an outbound email was sent (while the sync was in active state) and later the sync was disconnected from LANA, the subsequent messages in the thread will stop syncing. This will also stop syncing new outbound emails sent from LANA.

Does Two-way sync only work with individual emails or bulk emails and workflows?

How the sender domain mapping works for different types of emails:

Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered the sender domain for the emails the user sends for individual emails.

Bulk Email: If the user enters their email ID (after setting up the two-way sync) under the "From Field," the user email ID will be considered the sender domain for the bulk emails. If the field is blank, the sub-account level provider will be regarded as the sender domain.

Bulk Email: If the user enters an email ID different from their email ID connected (Outlook or Gmail), it will consider the sub-account level provider as the sender domain.

Workflow & Automation: Emails will continue to go from sub-account level providers.