Setting Up Your Email Address in Planning Pod

Users have the option to integrate business or some personal email addresses to send/receive and monitor emails within Planning Pod.

The first step in managing all of your business communications in one place is to connect your Google, Outlook, Yahoo, iCloud or other email account(s) in the account Settings area.

To get started:

1. Click on your name and select "Settings" from the drop-down menu.
2. Under "Communications & Alerts" choose "Communications Setup (Email)".
3. Click on "Connect Email" button at the top right of the Email Communications setup screen
4. Select the type of email account you are trying to connect and follow directions provided in the application. NOTE: there is a downloadable file with directions for each setup process in the application. You MUST download and follow those instructions prior to connecting your email account to ensure a stable connection. 

Directions to connect your email when using:

• Google Workspace
• Outlook
• Yahoo
• ICloud
• Other Email (SMTP)

Once you have connected your email address successfully, you can choose which users have permission to send from each address and you can also set up a custom signature for the address.

To adjust these settings:

1. Click on your name and select "Settings" from the drop-down menu.
2. Under "Communications & Alerts" choose "Communications Setup (Email)".
3. Find the relevant email address and click on "Actions" and then "Edit".
4. Assign the email to a user from the drop-down menu.
5. Choose to allow all users or only the assigned user to send from this email.
6. Adjust the email privacy settings for this email if needed.
7. Enter a signature for this account.
8. Click "Save" when you are finished.