Set up email integration
If you will be sending emails via Senta, it is important to set up your email integration so that Senta connects to your email account. Once you integrate your email with Senta, you can send and receive emails via your Senta workspace, using your own email address. This will show you emails between each client and everyone in the practice, under the Email tab on the client page.
It is important to set up your email integration as soon as you can, as any emails sent from Senta will come from the address noreply@senta.co and you will not be able to see replies sent from clients.
Senta syncs with your email provider every 10-15 minutes.
Set up Gmail integration
There are two steps to integrating Gmail with Senta.
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Enable Gmail integration for the practice
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Each user must then authorise Senta to access their Gmail
Enable Gmail integration for the practice
This step must be completed by someone with Administrator access.
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Go to Settings > General settings.
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On the Email tab, toggle on the switch for Send & Receive via Gmail.
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Select Save.
Each user must authorise Senta
Each user in the practice has to allow Senta access to their Gmail. Once this is configured, any time you send an email it will be sent via your own email account, instead of via the Senta servers.
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Go to Your Account > Your profile.
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On the Email tab, select Allow Senta to read my Gmail.
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Sign in to Gmail and select Allow when promted.
You can switch off access to your Gmail at any time, by selecting Disallow Senta from reading my Gmail from your profile settings.
Set up Outlook, Exchange, Office 365 and other email integrations
Senta can integrate with any email service that supports SMTP & IMAP.
Enable email integration for the practice
This step must be completed by someone with Administrator access.
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Go to Settings > General settings.
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On the Email tab, toggle on the switch for Send & Receive via SMTP / IMAP.
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Select Save.
Each user must add their own email settings
Each user in the practice has to add their own settings. Once this is configured, any time you send an email it will be sent via your own email account, instead of via the Senta servers.
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Go to Your Account > Your profile.
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On the Email tab, select Send & Receive via SMTP / IMAP.
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When prompted, add your email details.
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Select Save.
Complete set up
You can find out who has completed their email set up by going to Settings > Users. This list includes all users' email addresses, and the last time and date that email address was synchronised to Senta.