The Email Inbox
Streamline agency communication with Atarim’s Email Inbox feature.
Atarim’s Email Inbox is a powerful feature that allows you to turn client emails into tasks directly within your dashboard, ensuring that all communication stays in one place, even if clients prefer using email. With Atarim’s inbox, you can send and receive emails, create canned responses, and set up project notifications, all from a single, easily accessible location. This eliminates the need to switch between multiple platforms, preventing important client emails from getting lost in personal inboxes. By sharing the designated Atarim email address with clients, any comments left on collaborative projects are automatically converted into tasks, keeping everything organized and actionable.
Relevant For
- Team Manager
- Team Members
- Client/Stakeholders
Prerequisites
- An active Atarim workspace.
- Access to an email provider (e.g., Google Workspace, Outlook).
1. Connecting Your Email to Atarim
To start using the Email Inbox, follow these steps:
- Navigate to Settings > Email Settings in your Atarim dashboard.
- Click Connect Email and enter your email address.
- Configure your inbox email settings:
- From Name: This is the sender name that clients will see.
- Inbox Email Address: The email that will be used for sending and receiving messages.
- Click Save Changes to finalize the connection.
Tip: Use your agency email (e.g., support@youragency.com) instead of personal emails for a professional touch.
2. Setting Up Email Forwarding
If you use Google Workspace, Outlook, or another email provider, you need to forward incoming emails to Atarim:
- In your email provider settings, locate the Forwarding & POP/IMAP section.
- Add your Atarim forwarding address (provided in the settings).
- Save and confirm forwarding by clicking the Verify Forwarding button in Atarim.
This allows you to manage your email communication entirely from within the platform. This step requires domain authentication, which you can learn more about by reading our article: Verifying domains on Atarim.
Note: Once verified, all client emails will be automatically routed to your Atarim inbox!
3. Verifying Forwarding
- Once you’ve configured the forwarding, you can use the “Verify Forwarding” button to check your settings.
- Once you click the button, an email will be sent to the inbox address you set up, which will let you know that you’re good to go!
FAQs
No, Atarim acts as a centralized email management system but does not replace providers like Gmail or Outlook.
Yes! Replies will be received inside Atarim, keeping all communication in one place.
Unrecognized emails stay in the inbox until manually assigned to a project.
Tips & Tricks
- Use Canned Responses – Save time by creating pre-written templates for common replies.
- Enable Notifications – Stay updated on new emails and task assignments.
- Set Auto-Replies – Inform clients of expected response times during non-working hours.
Summary
Atarim’s Email Inbox streamlines agency communication by acting as a centralized email management system. It allows users to send, receive, and organize emails within their Atarim dashboard, eliminating the need to switch between platforms. With automatic project-based filtering, emails are assigned to relevant projects, reducing manual sorting. The system also enables users to convert emails into tasks, ensuring that client requests are actionable and trackable. Additionally, features like canned responses, custom signatures, and email forwarding enhance efficiency. By authenticating domains and setting up email forwarding, agencies can ensure smooth and spam-free communication. With Atarim’s Email Inbox, teams can maintain organized client interactions, improve response times, and seamlessly integrate email into their project workflows, ultimately increasing productivity and client satisfaction.
