Connecting Your Email in the Coaching BrandPack
Make Sure Every Client Message Gets Sent—And Never Miss an Email Thread
Getting your email connected is a key step in building strong client relationships and running your business smoothly. Your Coaching BrandPack makes it easy to manage all your client communication—whether it’s personal back-and-forth or bulk emails for reminders and newsletters. This guide will walk you through both, so you never miss a message.
Connect Conversational Email (Gmail/Outlook)
- Log into your Marketing OS and go to Settings > My Profile.
- Under the email section, click to connect your Gmail or Outlook account.
- Grant permissions as prompted—this lets you send and receive emails with clients directly from the platform, and ensures all conversations show up in both your email and your CRM.
- Repeat this step for every team member who sends emails from your business.
Set Up Automated Email for Campaigns & Reminders
- In the main menu, go to Email Services.
- Choose how you want to send automated emails:
- Gmail Connection: Simple to set up and no extra cost, but might hit limits if sending lots of emails.
- Lead Connector: Handles higher volumes and includes credit with your BrandPack, but charges a tiny fee per email.
- For Gmail, create and use an App Password—not your regular password—for security.
- For Lead Connector, you can use your business domain or add a subdomain for best deliverability (like “send.yourdomain.com”).
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Get a Domain (If You Don’t Have One)
- If you don’t already have a domain, you can purchase and register one directly inside the platform.
- This makes setting up your automated emails and branding much easier—no extra tools required.
- Follow the prompts to buy and connect your new domain or subdomain.
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With both conversational and automated email set up in your Coaching BrandPack, you’ll keep all your client communication in one place. This means better tracking, fewer missed messages, and a more professional experience for your clients.
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