What are the Email/SMS global settings?

The above video explains the global settings that impact your outbound Email and SMS messages. Alternatively, please read on for an overview of the global settings:

To access the global settings, please follow these steps:

• Select the menu labelled with your business name at the top of the home screen.
• Select the Messaging Centre link.
• Select the Options tab in the middle of the screen.
• The settings are divided into two sections: Email settings and SMS settings.

Email Settings

Default 'From' Name:

The default 'From' name should be set to something relevant to your business. When your team members or clients/contacts receive email messages, this is what they are most likely to see in their email inbox. Please note that individual email templates can override this setting (with an advanced send rule) allowing you to use a specific name for a template or a dynamic name such as the name of the client manager, job preparer etc.

Default 'From' Address:

Similar to the 'From' name, the default 'From' address represents the sender's email address and serves as the reply to email address. If you are using Glide's mail server, please remember to contact Glide Support to set up domain authentication for the domain you use in this default setting and any template-specific 'from address' settings. This is essential to avoid messages being flagged as spam. Please note that individual templates can override this setting (with an advanced send rule) allowing you to use a specific email address for a template or adynamic email address such as that of the client manager, job preparer etc.

Default 'Signature':

The default signature can be created here and will be used for all emails unless a template-specific signature is used. You can add images or links into the signature box but please note that any data copied from a third party will be pasted in plain text format.

Default 'BCC':

The Blind Carbon Copy (BCC) feature, available only in the default settings, enables users to blind copy an address for all outgoing emails. This functionality is often a useful way to automate the filing of the emails sent by Glide into Document Management system. For example, you can BCC the IRIS Docs or Virtual Cabinet filing email address, which will then file against the client record within those programs.

Advanced Email Sending Rules:

If the above default are not appropriate for a message template then you should set up an Advanced send rule. This will ensure that the from name, address and signature are set specifically for that template and include options to derive all these settings dynamically from job posiitons. This can be a really useful way of ensuring messages come from, and replies go to, the correct team member. Here is a helpful 'How to' guide for setting up advanced sending rules.

Queuing vs. Immediate Email Sending:

This setting controls whether emails messages are sent immediately or placed into a queue. Please note that templates can have a specific setting which would override this default. You can read about this here. Generally speaking, we would recommend the default be set to queue messages. For each new template, once you have seen some messages generate and have checked them, then you can switch that template the send immediately.

SMS Settings

Default 'From Name':

The default 'From name', will initially be set as 'Glide,' but we strongly recommend changing to your business name or phone number that you own. Changing this is highly recommended as using generic terms or short code numbers will run the risk of being blocked as spam by the mobile phone networks. This name appears as the sender's identification in the recipient's text message box.

Queuing vs. Immediate SMS Sending:

This setting controls whether SMS messages send or queue, in exactly the same way as the Email setting discussed above. As with emails, each template can have its own specific setting which would override this default.

If you have any questions in relation to the above, please do not hesitate to contact the Glide support team via the 'Ask' tab on the 'Question? Docs+Help' widget.