If your email is connected to Studio Ninja via Gmail, you will need to set up email forwarding so that you can track incoming replies in the Mail section of your Clients, Leads and Jobs.
By forwarding your emails to your unique Studio Ninja identifier, only those emails related to your Studio Ninja interactions are tracked within your SN account.
Here's how to do it:
1. In Studio Ninja, open “Settings” within Gmail
Go to Settings, and select Email Settings in the right-hand-side menu. Under Gmail, click “Settings”.
Note: You may need to disconnect and reconnect in order to see this Settings button.
2. Check “I want to track incoming email replies”
Once this is checked, you will see a unique email address that has been created for you to track email replies. You will need this email address when you add the forwarding address within Gmail settings. Copy it to your clipboard.
3. Add a forwarding address in Gmail
Open Gmail and go to Settings. Select “Forwarding and POP/IMAP” along the horizontal tabs. Click “Add a forwarding address”. Paste the unique email address you copied from Studio Ninja. Click “Next”.
4. Check your inbox for a verification email from Studio Ninja and click on the secure link
You will receive an email from firstname.lastname@example.org with the subject “Confirm email forwarding”. Open the email and click on the secure link.
Your email forwarding has now been successfully verified but there's one more step.
Note: The verification email may land in your Promotions or Spam folders. Try looking for it there.
5. Forward a copy of the incoming email to the new address
After you have verified your email forwarding, go back to your Gmail Settings. Select “Forwarding and POP/IMAP” along the horizontal tabs. Click the radio button "Forward a copy of incoming mail to" and choose the email address from the drop down menu. Make sure you have selected "keep Gmail's copy in the inbox". Click "Save Changes".
And that's it! From now on, all of your client email replies will appear and be tracked in the Mail section of your Clients, Leads and Jobs.
Frequently asked questions:
Why haven't I received the verification email?
The verification email may take up to a few hours to arrive or it may have landed in your Promotions or Spam folders. Try searching for this subject title "Confirm email forwarding" and marking emails from email@example.com as not spam.
Will SN track my reply to my client's email if I send it from Gmail?
If you reply to your client's reply from Gmail instead of Studio Ninja, this reply won't be listed in the Mail section. To track everything within SN, please reply or send emails from SN.
Are all my emails being forwarded to my SN mailbox?
When emails are forwarded to Studio Ninja, we will filter out non-SN emails. These are rejected before they reach your forwarding email mailbox. We're collecting only SN-related emails and Google system emails.