Before you start
Make sure you have:
Access to Ora
Knowledge of your sender email address and access to their account
🎥 Watch: Inviting Your Sender (45 sec)
This video shows where you will invite your sender (if different from yourself which is recommended)
Step 1: Click Approve and Continue
Start by reviewing your emails for their content, once you think they're good to go you will add your first sender.
Once you're prompted, you'll see your email that you logged in with show up.
If you're the sender, leave as is (not recommended)
If you have a secondary email address, remove your email and add the new/senders email
The sender email will get an invite to Ora and prompted to connect their inbox
Step 2: Connect the Sender Inbox
Depending on if the sending inbox is Google or Outlook, the process will be different.
For Google inboxes, sign into Ora
You'll want to approve all scopes
For Outlook inboxes, sign into Lavender
Approve all scopes
Head to the integrations tab, then under Full Mailbox connect SMTP.
Make sure you approve all permissions (also called scopes). These are the access rights Google/Outlook needs so Ora can send emails, manage follow-ups, and track replies on your behalf.
Once that's done, you can head back to Ora.
Step 3: Edit Your Signature
To ensure the sending doesn't error out, we need a signature from the sender.
Head to your Active agent
Click on "Add/remove sender mailboxes"
Hover over the agent you want to adjust and click the settings cog
You'll now see a signature box, add your senders details and then click "Save Changes"
