Email Program Integration
STS Cloud offers powerful features that streamline the process of sending emails into your database. This functionality eliminates the need for manual copy and pasting of email notes into STS Cloud activities, making it easier for users to manage their communications.
Capture important email notes at any time based on your preferences.
Automatically create activities with timestamps (e.g., Site Tours, networking events) that will appear on your User Dashboard in STS Cloud.
Sync activities with your Outlook program once you set up the iCalendar integration.
Getting Started
Users are provided with two essential items that work with any email program:
A custom Email Dropbox address.
A custom user URL to build a second calendar in your email program.
If you are a multi-property user, you will receive a unique email address for each database. To obtain your specific email address, log into each database and retrieve the email address to use in the BCC field, as these links are database-specific.
Using Your Email Dropbox
To utilize your Email Dropbox address, follow these steps:
Click the Utility Wheel next to your name.
Select Settings for your Username.
Verify that the email address listed in your Personal Information section matches the email address used in your Outlook, Gmail, etc. (This is a security setting, and both addresses must match).
Scroll down to the Integrations section.
Your custom email address will be displayed. Highlight the address and press CTRL+C to copy it.
Sending Emails with BCC
Once you have copied your Email Dropbox address, you can send emails easily:
Open your email program and click on New to create a new email.
Enter the client's email address in the 'To' field.
Use CTRL+V to paste your STS Email address in the 'BCC' field (this ensures that clients do not see this address).
Note: Salespersons can choose when to use this feature to capture their email notes as needed. After the initial setup, you can quickly type the first letters of your Email Dropbox address in the BCC field to select and add it to future emails.