Connect your email and calendar

Emails go out from your own address, replies land in Effi, and clients can book time in your real calendar.

Who this is for: Brokers

Connect your email

1. Log in and open your Profile.

   

2. Switch the toggle under your email address from OFF to ON.

3. Enter the email address you want to send from and click Connect Account.

   

4. Sign in to Microsoft or Google when prompted.

   

5. Allow Effi to see and download your contacts and send email on your behalf. Sync won't work without both.
6. When the toggles turn green, you're connected.

Not using Microsoft or Google?

You'll need your IMAP and SMTP details. Common settings:

For a company mail server, ask your IT administrator.

See client replies in Effi (two-way email)

1. In your profile, switch on CC/BCC lead email ID.

   

2. Choose CC (the client sees the lead email address) or BCC (hidden).

   

3. Send emails as normal. Sent emails and client replies appear in the lead's Messaging tab.

Connect your calendar

1. Click the calendar icon, then + Add Calendar.
2. Enter the email for the calendar you want to sync (one calendar per broker).

3. When asked for permissions, tick Select all.

   

   

4. Follow the prompts. Allow up to 15 minutes for events to appear.

Once connected, you can create booking pages that clients use to pick a time with you. See Group bookings and your booking page.

If email stops syncing

1. Open Profile and find your email under Contact Information.
2. Click the blue cog and select Remove account.
3. Switch the email toggle back on, enter your address and sign in again, granting all permissions.
4. Check the status is green, then send a test email from a lead.

Need a hand?

Email support@effi.com.au and our team will get back to you.