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Integrating with Gmail

Gmail is a free email service developed by Google. This article outlines how to use the integration with Gmail.

Supported Actions

Send Email

Send email using custom email templates.

1. Connecting to Gmail

To get started, you must connect your Gmail account to your Compass account. Navigate to Integrations and select Enable on the Gmail integration.

Compass software interface showing how to navigate to the integrations page

Next select the Connect Now button. This will redirect you to Gmail to choose and authorize your account with connect with Compass.

Compass software interface showing the connect now button for Gmail

After selecting your Gmail account and reviewing the required permissions, select Allow.

Compass software interface showing the Gmail authorization screen

You will be redirected back to your Compass account and you should see the connection message that indicates which account you selected.

Compass software interface showing the Gmail connected screen

2. Create your first email template

Now that you're connected to Gmail, you can set up your first email template. Email Templates are flexible and offer various rich text markup options as well as variables.

To get started, select New Template.

Compass software interface showing the new email template button

Afterwards, you'll see a popover screen appear with empty fields to complete about the Template.

Template Name

A human-friendly name used to reference the Template.

Recipient Address

This is how Compass will assign the "To" address on emails created from the Template.

Based On Email Field
The "To" address on the email is calculated based on a specific Field during the Session. For example, if you want to send the email to the person you are interacting with.

Fixed Email Address
To "To" address on the email is always set to a same address.

Subject

The subject of the email message.

Message

The content of the email. This can include rich text such as an unordered list, bold markup, etc. And you can use variables that are populated by Fields during a Session.

If you aren't familiar with variables, we recommend you read the article, Using Variables.

After you've completed the Template, select Save.

Compass software interface showing a new email template completed

3. Add an Action to your Workflow

Now that you have a Template setup, you can add Actions for Gmail to your Workflow. If you aren't familiar with adding Actions to Workflows, we highly recommend you read the article, Adding Actions to a Section.

Navigate to Workflows and choose a Workflow. If you haven't created a Workflow, we recommend you read the article, Creating a Workflow and then return to this article.

Select the Section that will use the Action and then select Add Action, as seen below.

Compass software interface showing the add action button in a workflow section

Then follow the simple Setup Action process to add the Action. Once complete you'll see the Send Email action added to the Section as seen below.

Compass software interface showing a send email action added to section of the workflow

4. Use the Action in a Session

Now that you've added the Action to your Workflow, you're ready to use it in Sessions. If you aren't familiar with Sessions, we recommend you read the article Creating a Session.

If the timing for the Action was set to "Immediate", it appear on the screen as soon as you encounter the Section it was added to.

Compass software interface showing an immediate action for sending an email

For more information on immediate Actions, we recommend you read the article Triggering an Immediate Action.

When the timing for the Action is set to "End of the Session" then you will need to review the Action before it's sent at the end of the Session. You will only trigger the Action if you encounter the Section it is added to.

For more information on reviewing Actions, we recommend you read the article Reviewing Actions.

Compass software interface showing the review action screen for sending an email with Gmail

You can edit the details and message of the email before it's sent by expanding the Action panel.

Compass software interface showing that you can review the email details before sending it

Once you're ready to send the email, select Complete Session & Fire Actions. This will send your email via Gmail.

5. Reviewing Sent Actions

After you've completed the Session and fired the Actions, you will have access to a record of everything that happened during the Session.

If you aren't familiar with the Session Record, we recommend you read the article Reviewing a Completed Session Record.

From the Session Record, you can view the sent Actions and their details, as seen below.

Compass software interface showing that you can review an action after its sent

Woo! You've connected to Gmail, setup a Template, added an Action to your Workflow, and then triggered the Action with a Session. Now you should know how the Gmail integration works.

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