Connecting Your Email Account

Connecting Your Email Account

One of Solido's key features is that payment reminders are sent from your own email address, not from a generic no-reply address. This means your customers see a familiar sender, making them far more likely to open and act on your reminders. To enable this, you need to connect at least one email mailbox to your Solido workspace.

Supported Email Providers

Solido supports two email providers:

• Microsoft 365: Connect any Outlook or Microsoft 365 business email address.
• Google Workspace: Connect any Gmail or Google Workspace business email address.

Both options use secure OAuth authentication, meaning Solido never stores your email password. Access is granted through your email provider's own authorisation flow.

Adding a Mailbox

To add an email mailbox to Solido, follow these steps:

1. Go to Settings in the left sidebar.
2. Click on Email Mailboxes.
3. Click the Add Mailbox button.
4. Enter the email address you want to send reminders from (for example, [email protected]).
5. Enter a display name. This is the name that appears in the "From" field when customers receive your reminders.
6. Click Send Invitation.

The Invitation Flow

After you send the invitation, the owner of the email address will receive an email from Solido asking them to authorise access. This is an important security step, ensuring that only the mailbox owner can grant permission to send emails on their behalf.

The mailbox owner needs to click the link in the invitation email and follow the authorisation prompts from their email provider (Microsoft or Google). Once they approve, the mailbox status in Solido will update to Connected and it will be ready to use.

Adding Email Signatures

Each connected mailbox can have its own email signature. To add a signature, go to Settings → Email Mailboxes, select the mailbox, and enter your signature in the signature editor. Signatures support rich text formatting so you can include your name, title, phone number, and company details. The signature is automatically appended to every reminder email sent from that mailbox.

Removing a Mailbox

If you no longer need a connected mailbox, you can remove it by going to Settings → Email Mailboxes, selecting the mailbox, and clicking Remove. Any reminder rules that reference the removed mailbox will need to be updated to use a different sender before they can continue sending.

Using Multiple Mailboxes

Many businesses find it effective to use different email addresses at different stages of their collections process. For example:

• Early reminders: Send from a general address like [email protected] for a friendly, routine tone.
• Later reminders: Send from a more senior address like [email protected] or [email protected] to signal increased urgency.
• Final notices: Send from a director or owner's address to convey the seriousness of the overdue payment.

You can connect as many mailboxes as you need and assign each one to different reminder rules. This escalation strategy helps encourage faster payment by gradually increasing the perceived importance of each message.