Help > Getting Started with GlobiMail


GlobiMail is the complete Email solution for Podio.

It was created to manage your email conversations directly on a Podio Item.

This is perfect for tracking sales opportunities, running a help desk, and managing projects.

Begin a 30-day Free Trial to get started.
This will be good for processing up to 1000 emails on 2 Apps.
View our Plans Page for our paid plan options.

Once you have signed up for GlobiMail, a sync is performed to collect your Podio App Template data. 
User must be an Admin Member in the Podio App to collect it.
If, at any time, changes are made in Podio, perform a Refresh from Podio to re-sync with GlobiMail.

You will then be directed to the Welcome Page to guide you through setting up the first Podio App.
View our blog posts for ideas on how to set up a CRM or a Help Desk type App.
See the Connected Podio Apps page for more information on connecting apps.

Start your conversations by Sending Emails in Podio using the GlobiMail Browser.
GlobiMail uses Email Address Mapping to send and receive emails directly to the Podio Item.
Your Team can communicate with your customers directly in Podio instead of from your Inbox.

Make Connecting Apps and Sending Email even easier with the GlobiMail Browser Extension.
Get the Plug-In from your browser Add-Ons. Check our Main Page for a quick link.


GlobiMail Toolbar

Navigate the pages by using the toolbar:

Be sure to add all members of your team to the My Team page.
Don't Email my Team is ON connected apps by default, ensuring team emails are not confused as customers. 

Set up Sending Domains to send from your domain instead of the GlobiMail server.
This allows emails to come FROM your address and our mapping happens in the Reply-To.

Manage Webmail Settings for GlobiMail's Compose Window.
Create personalized Boilerplates Responses, Setup shared Team Addresses and Add emails to a Blacklist.

Easily send Email Marketing using the Campaigns feature.
Choose from dozens of templates to customize and send directly to a group of contacts.

View Logs to Moderate Comments, troubleshoot errors and Track Open Rates.
Use Automations to complete Actions on the Podio Item when an email is sent, received, opened, etc.

Use Email Archiving to forward a copy of every processed email to an email address and/or dedicated Podio App.


Helpful Areas of Interest

  • Check out the Frequently Asked Questions for a quick overview of how GlobiMail works
  • Read the GlobiMail for Podio Blog for Use Cases and other tips
  • Join the GlobiMail Workspace on Podio and become part of the community to get help, discuss ideas, and keep up to date on new features.
  • Our Support Team is also readily available to answer your questions.  Send in a Support Ticket from your Account.
  • Add the Podio SuperMenu for quick links to your favorite Apps and many Podio UI Hacks.

 

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