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Configure Outbound Email Categories

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Updated at Feb 18, 2025
By Kali Patrick

Table of Contents

Support Billing Marketing

Related Docs

  • Syncro Email Options for Maximizing Deliverability
  • Configure a Custom-branded Email/Mailbox
  • Set Up SMTP

Syncro's Multiple Outbound Email addresses feature allows you to send billing and marketing emails from their own dedicated email addresses, while preserving an email address for support. 

For example, you can use an outbound “support@” email for tickets and a “billing@” email address for your billing communications. This helps ensure communications unrelated to support are routed to the proper channels.

You can read on, or watch this short video to learn more:
 

Once you have an Active Mailbox, you can adjust the Outbound column to one or more Email Categories including Billing, Marketing, and Support. 

Click the dropdown menu to choose the categories you want associated with the Mailbox. 

Note: The Billing and Support categories can only be assigned to one Mailbox at a time. The Marketing category can be assigned to more than one Mailbox.

Once you select an Outbound email category, any email triggered from those areas of Syncro will be sent using that Mailbox.  

Support

This category is for all Ticket-related communication, including:

Tickets Reports & Leads
  • Ticket Created Email
  • Ticket Comment Email
  • Ticket Autoresponder Email
  • Intake Form
  • Outtake Form
  • Initial Comment Email
  • Resolved Ticket Email
  • Appointment Scheduled Email
  • Appointment Reminder Email
  • Non-Ticket Appointments Email
  • Manual Ticket Email
  • Customer Portal Invitation Email
  • Customer Portal Link Email
  • Ticket Automation Email
  • Internal Report Builder
  • Scheduled Reports
  • Executive Summary Report Builder  
     
  • Leads Reply Email
  • Lead Autoresponder Email

Billing 

This category is for Invoicing, Estimate, and Purchase Order (PO)-related email communications:

Invoices Estimates & Purchase Orders (POs)
  • Invoice Statement
  • Manual Invoice Email (including Ad-Hoc)
  • Failed Credit Card Email
  • Expired Credit Card Email
  • Invoice Reminder Email
  • Manual Estimate Email (including Ad-Hoc)  
     
  • Purchase Orders
  • Purchase Order Email

Marketing

This category is for all Mailer-based communications, including Mailer and Mailer Campaign Email.

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