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How do I set my Mailbutler preferences?

After downloading and installing Mailbutler, you can go ahead and set your Mailbutler preferences to further customize our features to suit your particular needs.

How to set your Mailbutler preferences

  1. Login to your Mailbutler Dashboard (https://bowtie.mailbutler.io/).
  2. In the top right corner, click the drop-down menu next to your email and go to Preferences.Screenshot of Mailbutler dashboard menu

You can customize your preferences in the following areas:

General settings

Here, you can set your Mailbutler preferences for Undo Send, Tracking, Attachment reminder, Snooze, and Follow-up reminder.

Screenshot of Mailbutler preferences setting dashboard

Privacy settings

With the new privacy settings on the dashboard, you can now control how much information Mailbutler stores about your emails when you are using features such as Email Tracking, Snooze, Scheduling, Notes, and Tasks.

Note

Kindly note that the privacy option you select will affect how your real-time notifications will look like.

Follow the guidelines below to set your privacy preferences:

  1. Under preferences, click on Privacy.screenshot of Mailbutler privacy settings tab
  2. You can now choose what information you want Mailbutler to store about your emails when using Tracking, Snooze, Schedule, Notes, and Tasks.screenshot of privacy settings for Mailbutler usage
Note

Please note that irrespective of which privacy option you choose, your data still remains your data. We never read, analyze or store your message’s content or attachments!

Notifications

Here, you can activate notification settings for the following:

  • Message opened: Once activated, you will receive a pop-up notification when your tracked email is opened.
  • Task due: This is a notification you receive when the due date for your task is up.
  • Follow-up due: This is a follow-up reminder notification.Screenshot of Mailbutler notifications settings

Working hours

You can customize your working hours in this section. This will be useful when snoozing your emails to the next working day or scheduling your emails to be sent on the next working day.

screenshot of working hours settings in Mailbutler

Auto BCC to CRM

If you use a CRM such as Hubspot, Pipe drive or any other CRM system, you can set up auto BCC to CRM  to automatically send a copy of all your outgoing emails to your CRM.

screenshot of Mailbutler auto bcc to crm feature

Updated on November 2, 2018

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