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Universal Email Integration

Send requests continuously and effortlessly using the Universal Email Integration.

Overview:

Send requests continuously and effortlessly using the Universal Email Integration. This integration automatically adds customers to GatherUp following your existing transactional emails.

Video Introduction:

Universal Email Integration.mp4

How It Works:

  • Unique Email Address: Each location now has a unique email address. Use this address to BCC GatherUp when sending transactional emails (like thank you emails or receipts) to your customers. This email will be the trigger to send a review request.
  • Automatic Customer Creation: The system uses the BCC email to create a new customer and trigger a review request.
  • Flexible Timing: Set a delay for when the review request is sent, ensuring it reaches your customer when they’re ready to provide feedback.

Why Use This Feature?

  • Consistent Customer Addition: Ensure a steady flow of new customers into GatherUp. Avoid the hassle and time consuming manual imports and reduce the risk of errors.
  • Easy Integration: Works with nearly any platform you use to send transactional emails. No need for a developer—set it up yourself with minimal effort.
  • Optimize Review Timing: Send requests when they’re most likely to convert.
  • Increase Reviews: More ways to add customers means more feedback for your business.

Get Started:

  • Go to Integrations in the side navigation bar
  • Find “Universal Email Integration” and click connect

  • On the settings page, configure your request timing to send:

  • Immediately after the BCC email is received

  • 1-23 hours later
  • 1-7 days later
  • 1-12 weeks later
  • Click the email field to copy the location’s email address
  • Paste the address into the BCC field of any transactional email template that gets sent after your customer’s experience.

Tip: Feel free to send yourself an email and BCC the location address to test out the functionality!

Things to Note:

  • Each email address is specific to a location. When you BCC this address, the recipient will be added as a customer to that particular location. Make sure to BCC the correct location's email address when sending transactional emails.
  • No customer will be added if there is more than one main recipient on the transactional email
  • If the system cannot detect a first name or last name from the email data, it will use the fallback name “Valued Customer”
  • Customers may receive requests before 10:00 AM or after 9:00 PM local time, depending on your selections and the time the original email was sent.

By using the Universal Email Integration, you can effortlessly manage customer imports and enhance your review strategy, all while saving time and reducing complexity.