How do I connect and sync my email account with Engage?

Head over to your settings area by clicking on your name in the upper right-hand corner of the screen and choose Settings. From there select Connected Accounts in the left menu, then choose Connect next to the desired account.

Outlook: If you are an Outlook or Apple Mail user, that means you are connecting to an outside mail server that actually hosts your email. It could be an Exchange server if you’re part of a large organization, or it could be Office 365 which is typical for users who have installed Microsoft products (i.e. Word, Excel, Powerpoint, etc.) on their Mac or PC. You could also have Gmail (Google Apps) as your email provider.

So how do you know which one you have? There are so many variations in the path to identifying your server that the easiest way to find out is to ask your IT department or email support@refer.com and we can research this for you.

Once you've identified the mail server, select Connect next to the corresponding option in Engage to connect your account. For example, if the mail server is Gmail, you would follow the steps listed for Gmail below to connect your account.

Gmail: Select or enter the email address you want to connect. If you are not logged into that account, you will be prompted to enter your login credentials. Once logged in, you will need to authorize Refer.com to access your Gmail account. Now that your Gmail account is connected, a window will populate with the option to sync your emails and contacts. When you have the desired boxes checked, select Save Settings.

IMAP: To connect you will need to know your username, password, incoming and outgoing server, and incoming and outgoing ports. If you are unsure of your server and port settings, contact your IT department for help or feel free to email support@refer.com, and we will be happy to research these settings for you. Depending on the type of security setup for your account, you may need to check the box labeled Use SSL before selecting save.

Once saved, you will have the option to sync your emails and contacts. After checking the desired settings, select Save Settings.

Exchange: If you know you’re running Exchange, here is a quick tutorial on how to connect.

Office 365: If you’re running Office 365, simply enter your email address and password and choose Save.

Once saved, you will have the option to sync your emails and contacts. After checking the desired settings, select Save Settings.

*Exchange & Office 365: Option only available for Enterprise accounts

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