What are the Email/SMS global settings?
The above video explains, 'What are the Email/SMS Global Settings', but if you would prefer to read about this instead, please read on. Here's an overview of the global settings:
Accessing Email/SMS Settings in Glide:
- Select your business name at the top of the home screen.
- Select, 'Messaging Centre'.
- Select, 'Options'.
- The settings are divided into two sections: Email settings and SMS settings.
- Email Settings
Default 'From' Name:
The default 'From' name, will initially be set as 'Glide,' but can be changed to your business name or any other value. Changing this is highly recommended. This name appears as the sender's identification in the recipient's email inbox. However please note, individual templates can override this setting to ensure emails are sent from specific senders, such as the job preparers or relevant team members.
Default 'From' Address:
Similar to the 'From' name, the default 'From' address represents the sender's email address and serves as the reply email address for recipients. Configuring this to a relevant business email address ensures effective correspondence and assists recipients in directing their replies appropriately. If you are using Glide as the mail server (discussed here), please contact Glide to set up domain authentication for any domains you use within this default 'from address' setting or any template-specific 'from address' settings. This is essential for effective email delivery and to avoid messages being flagged as spam. Please note, that individual templates can override this setting to ensure emails are sent from specific email addresses, such as the job preparer's or relevant team member's email addresses.
Default 'Signature':
The default signature can be created here and will be used for all emails unless a template-specific signature is used. On how to set up a template-specific signature, please see this how-to guide here. 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 proves beneficial for automated filing or dynamic BCC requirements. (For example, BCC IRIS Docs filing email address, which will then file against the client record within IRIS Docs, likewise this is also useful for Virtual Cabinet).
Advanced Email Sending Rules:
Within this section of Glide, you will be able to set up template-specific rules for email sending for the above-mentioned, 'From name', 'From address', and 'Custom Signature'. Here is a helpful 'How to' guide for setting up advanced sending rules.
Queuing vs. Immediate Email Sending:
Decide whether to send emails immediately or queue them post-generation, a point to note here is that you can set different email templates to queue or send immediately which will override the global settings. For how to do this with specific templates click here. Queuing allows for a review before the final email has been sent, reducing errors and ensuring accuracy in messaging. Please note that by default, both Email and SMS are set to send, so we would recommend changing these to queue in the first instance. Here's a link on how to do this within Glide.
- 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:
Decide whether to send SMS messages immediately or queue them post-generation, a point to note here is that you can set different SMS templates to queue or send immediately which will override the global settings. For how to do this with specific templates click here. Queuing allows for a review before the final message has been sent, reducing errors and ensuring accuracy in messaging. Please note that by default, both Email and SMS are set to send, so we would recommend changing these to queue in the first instance. Here's a link on how to do this within Glide.
In conclusion, these global settings form the backbone of Glide's Email and SMS functionalities, providing a basis for customisation and efficient communication management. If you need any more help or questions, please don't hesitate to contact the Glide support team via the 'Ask' tab on the 'Question? Docs+Help' widget.
Thank you for exploring Glide's email and SMS global settings with us.