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Sending emails from WriteUpp

When it comes to sending emails from WriteUpp, whether it’s an automated appointment reminder, an invoice sent by email or a simple "How are you?" to a client, you have a couple of options available to you.

The easiest way to manage your outbound emails, is to let us handle it for you using the default WriteUpp settings, which is covered in more detail below. Alternatively, if you have an email account hosted by Google, you can choose to authenticate your Gmail account for use with WriteUpp. Read on to find out more!

Default WriteUpp settings

How it works

When sending emails from WriteUpp, by default, we’ll use your organisation name and our email address (noreply@writeupp.com) to deliver messages to your clients. Any email replies from your clients will be returned to the email address you have entered within the 'Email' field of Settings -> Organisation. This is a site wide setting, so all emails from all users will be sent using your organisation name, and all replies to these emails will be returned to the email address entered within Settings.

By using WriteUpp’s email server to deliver your messages:

  • There’s no setup required
  • The status of a sent email will be displayed on the Client Summary, allowing you to check when emails have been delivered and opened
  • We’ll notify you if an email has been rejected by our servers, allowing you to investigate it further

If you receive a notification that an automated email has failed (or you see a message on screen when manually sending an email) and you need help with working out why, then please grab one of the team for a chat. We'll need to know what email address you were sending to and then we can track it down!

Sending emails via Gmail Authentication

If you have a Gmail account, or a custom domain hosted by Google, you also have the option to authenticate your Gmail account for use with WriteUpp. By doing this, emails sent from WriteUpp will be sent via your own email servers, using your email address and the name associated with it. Replies will also be returned to your email address. This is a site wide setting, so all emails from all users will be sent using the email address you authenticate, with all replies returned to the same address.

By using your Gmail account:

  • Delivery of all emails sent from WriteUpp will be your responsibility
  • We will be unable to provide support relating to email failures, as messages will be sent via your servers and not ours
  • Delivery information will not be displayed on the Client Summary
  • If your credentials change at any point, you'll need to re-authenticate your account with the new details

To authenticate Gmail for WriteUpp, or to find out more information about this pathway, take a look at the Managing Gmail authentication with WriteUpp article.

Reverting back to the WriteUpp email servers

If you have been using Gmail to deliver your emails but you would like to revert to the WriteUpp email servers, you can do so at any time.

Open the main menu within WriteUpp and choose Settings -> More -> Email (Or go to Integrations & Add Ons -> Gmail -> Configure). At the bottom of the page, click on Revert to WriteUpp Email Server. Your emails will then be sent by WriteUpp for you.

Sending emails via Microsoft 365

If you have a Microsoft 365 Outlook account, you can connect it to WriteUpp to send emails directly from your own Outlook mailbox. Once connected, emails sent from WriteUpp will be delivered using your Outlook email address and the name associated with that account.

This is a site-wide setting, meaning that once enabled, all emails sent from WriteUpp (by any user on the site) will be sent from the connected Outlook email address. Any replies will also be returned to that same address.

When using a Microsoft 365 account for email sending:

  • You are responsible for email delivery. Emails are sent via your Microsoft 365 servers rather than WriteUpp’s.

  • WriteUpp cannot provide support for email delivery failures, as the messages are no longer sent through our email service.

  • Delivery information will not appear on the Client Summary, as WriteUpp will not receive delivery status updates from Microsoft 365.

  • If your Microsoft 365 credentials change, you will need to reconnect the account in WriteUpp using the updated details.

To connect your Microsoft 365 account with WriteUpp, or to find out more information about this pathway, take a look at the Microsoft 365 Email and Calendar Integration in WriteUpp - Site Administrators article.

You can revert back to using the WriteUpp email servers any time using the Mailbox dropdown at the top of the Microsoft 365 Integration page under Integrations & Add Ons, or by disconnecting.