Manage (Setup)
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      Email integration

      Learn how to set up email integration, and the benefits this has for your organization.

      Last updated: August 23, 2024

       

       

      Email integration is currently available for Standard plan organizations and above. Before connecting email integration, your email address must be added as a sender. Please view the separate instructions for Gmail, Microsoft Office and Exchange, and all other providers below. 

      Organizations on an Enterprise or Professional plan will be able to connect 2 senders mailboxes via the email integration option. If you use Escalated senders, it is recommended to connect both mailboxes. If you are on a standard plan, upgrade to Enterprise to enable an additional sender or alternatively, set up domain verification to ensure that your escalated senders emails can be delivered effectively.

      Setup Gmail

      Google’s security protocol requires your organization to add Chaser’s application to a list of "verified" apps in order to connect. This must be done by your Google Workspace Admin.

      1. Go to https://admin.google.com/ac/owl/list?tab=configuredApps.
      2. Navigate to Access and data control.
        View API controls and add Chaser´s client id:
        1014028189593-i0e2mmtg3bgvegniope3dd5dunfv8am9.apps.googleusercontent.com.
      3. Email support@chaserhq.com with the subject: Email integration: (Your organization name).
      4. We'll confirm by email when this feature is active for your organization. This normally takes a couple of hours within business opening times.
      5. Once complete, you can proceed to Connection (below). 

      Connection 

      You can now connect your email to your Chaser account. This can be done by any user with access to your main sending email once the Setup steps are complete.

      1. Go to Manage > Email > Deliverability and click Connect then select your email provider from the list.
        1. If your email provider is not included in the list, select Other mail provider to connect using SMTP (Simple Mail Transfer Protocol)

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      2.   Choose the email you want to use (this should be the sender who sends the majority of your        chasing emails).

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      3.  If connecting using Microsoft or Google, sign into your email account.

      4.  Accept full permissions.

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      5.  You’ll see a Connected state in the Email page confirming the email is now fully connected. 

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      6.  Every email sent via Chaser from and this inbox and all replies will be sent and received               directly to this email inbox in addition to being logged in Chaser.

       

      App passwords for Outlook and Exchanges

      If you are using Outlook or Exchange and have 2 Step verification enabled on your account, you will need to set up an app password to allow Chaser to access your email account. Please see instructions here.

      All other providers

      Email integration is also available via SMTP and IMAP protocols for users of any email provider not covered above. 

      How to connect STMP and IMAP protocols

      1. Log in to your Chaser account.
      2. Go to Manage > Email > Deliverability.
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      3. Select Connect and select the relevant mail provider or Other.
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      4. Select your email address you wish to connect.
      5. The SMTP, IMAP settings differ depending on your mail provider. If your company uses on-premise software, ask your IT department to provide your SMTP and IMAP details. Otherwise, for Outlook, Exchange or Yahoo follow the details below. 
      • Email - enter your email address.
      • Password - if 2-step verification is disabled on your account, you can use your regular password. If 2-step verification is enabled on your account, you will need to create an app password. App passwords are used to allow applications to securely log into your account without completing the 2-step verification. Instructions provided below. 
      • IMAP host -
        • Outlook/Exchange - outlook.office365.com 
        • Yahoo - imap.mail.yahoo.com
      • IMAP port - 993
      • SMTP host -
        • Outlook/Exchange - smtp-mail.outlook.com (outlook/exchange)
        • Yahoo - smtp.mail.yahoo.com
      • SMTP port - 587

      6.  You will see a Connected state in the previous Email page confirming the email is now fully         connected. Every email sent via Chaser from and this inbox and all replies will be sent and           received directly to this email inbox in addition to being logged in Chaser.

      7.  For instructions on how to connect for other mail providers please contact                                  support@chaserhq.com.

       

      Watch this video to learn more about deliverability using email integration and domain verification.