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Email

Data security and privacy

The security and privacy of your data is very important to us, and we have taken significant measures to protect it, through both technical and procedural processes. We will never share your data with any third...

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Send email later

Close.io allows you to schedule emails to be sent at a later date/time by clicking on the button labeled "Send Later" and selecting the date and time at which you would like your email to be sent. Why does...

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Which IP addresses need access to my SMTP/IMAP server?

Most email server configurations will not need to care about IP addresses. However, if you are in a corporate/IT environment where you can only give specific IP addresses access to your SMTP/IMAP email servers,...

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Sent mail from Outlook not showing up

If you are using Outlook to send an email and it's not showing up in Close.io after configuring your email account syncing, make sure Outlook is configured to save sent messages onto your mail server. Go to Fi...

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Outlook / Exchange displaying multiple copies of sent messages

When using Microsoft's Outlook.com and Exchange platforms in conjunction with Close.io you may see multiple copies of the same message displayed in your Sent Items folder. It's important to note that messages...

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How to setup an email alias

To send emails from another email address in your Close.io account you can setup an alias. In most cases this should only be used if the alias is on the same domain. For instance if your email account is anthon...

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Using Mailgun for bulk email

For context about why you might want to use Mailgun, see our Bulk Email FAQ. Setup Signup for for a Mailgun account. If you send more than 10,000/month you'll need to be on a paid plan. Create a n...

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Embed images in emails

To add an image in the body of your email, rather than just attaching the image file to the email, there are a few steps to follow. Open your email and first attach the image you want to use by clicking on the...

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Guide to Email Automation

Many Close.io customers want to create drip email campaigns and have questions about the topic. First, let’s understand what type of email automation you really need. We hear the term “drip email” used to descr...

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How to Create an Email Campaign or Cadence

You can create a simple email cadence using Smart Views in Close.io. Below is an example cadence designed to engage new prospects as they enter the CRM. In this example, we start by emailing prospects th...

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