Send Email from Highrise

Connecting your Gmail or Outlook Account

Send emails directly out of Highrise using a Gmail, Gmail alias, G Suite, Outlook.com, Office 365, Hotmail, or Windows Live Mail account.

If you're using another common email client (Apple Mail, etc.), there isn't support to send directly out of Highrise at this time. You can track email you send by BCC'ing your dropbox address.

Setting up the Gmail or Office 365 integration

Send emails out of Highrise by connecting your Gmail, G Suite, or Office 365 account with your Highrise account.

First, go to the  My Info link in the right corner of your account.

If you’re an admin or a user, this link will be under the  Settings section in the right corner of the account. The Account Owner will find this link under the Account & settings section in the right corner of the account.

Once you're viewing your information under the  My Info link, next click the Email Accounts tab across the middle of the page.

Here click  Gmail to connect your Gmail or G Suite account, or click Outlook to connect your Office 365 account.

Please note: At this time, you can only connect one Gmail account or an Office 365 account at a time. There isn't support to connect both at the same time.

Gmail or G Suite

To connect to your Gmail or G Suite account, you'll need to generate a Google App Password. This App Password will give Highrise access to send email via your Gmail or G Suite account. Here's how to generate an App Password:

  1. First, turn on 2-Step Verification for your Google account. This is required to generate App Passwords.
  2. Then create a new App Password for Highrise. You'll copy this password and enter it in Highrise.

Now, click   Gmail on the  Email Accounts settings tab to authenticate with your Gmail or G Suite account.

  1. Enter your Gmail/G Suite email address.
  2. Enter the App Password you just generated for Highrise. Never enter your own Gmail/G Suite password. Only enter a generated App Password.
  3. Click on  Save and you're done.

Connect your Gmail account screen

Outlook

If you click Outlook, you'll be prompted to login to your Outlook.com, Office 365, Hotmail, or Windows Live Mail account, if you're not logged in already. Once logged in, choose the account to grant access to Highrise.

After accepting access, you'll be redirected back to Highrise, which will confirm that your account is connected. You can disconnect your accounts by clicking  Disconnect at any time.

What else can I do with email inside Highrise?

Read more about:

  • Setting up your email signature
  • Setting up a shared email connection (such as support@ or info@)
  • Using a Gmail alias
  • Sending and replying to emails inside Highrise here.
  • Using email templates here.
  • Disconnecting your email account here.

How to add your email signature

You can include an email signature on emails you send out of Highrise.

First, make sure you've connected your email account. Then go to the  My Info link in the right corner of your account.

If you’re an admin or user, this link will be under the  Settings section in the right corner of your account. The Account Owner will find this link under the Account & settings section in the right corner of an account.

Once you're viewing your information under the  My Info link, next click the Email Accounts tab across the middle of the page.

This page includes an area to add your signature.

You can style the text of your signature using the icons above the text box to create bold text, italic text, underlined text, hyperlinks, and numbered lists.

You can also upload an image to your signature by clicking the  Image icon to upload an image from your computer.

Important: images must be 512 KB or less, and the best size is around 100 pixels wide. The image in this example is 80 px (width) x 25 px (height).

Once created, you will see your signature on any emails you send from Highrise.

You can change your signature at any time by following the steps above.

Share email connections with your team

The  Account Owner can connect a shared Gmail, G Suite, or Outlook account, which will give all users the ability to send email from that address from Highrise.

This ability is useful for accounts such as  info@yourcompany.com or help@yourcompany.com.

Only the Account Owner is able to set up shared email connections. If you do not see the Accounts & settings tab in the right hand corner of your account, you're not the Account Owner.

How to set up shared email connections

The Account Owner can set up shared email connections at any time by navigating to the  Shared Email Connections section of the account settings.

Click  Gmail to connect a Gmail or G Suite account, or click Outlook to connect an Outlook account.

Once connected, find the account listed on the page.

The  Account Owner can add multiple accounts: Gmail/G Suite, Outlook, or a Gmail/G Suite alias.

If you want to add a Gmail/G Suite alias, please make sure your aliases are added to your Gmail/G Suite account. This guide from Google can help with setting up your aliases.

Aliases are not supported for Outlook connections at this time.

Each user will find the connected addresses listed when sending emails directly out of Highrise.

Disconnect the shared email address at any time by clicking  Disconnect on this page.

Using a Gmail Alias

If you’re using an alias with your Gmail account, you can send emails from that alias within Highrise.

First, make sure you’ve connected your Gmail account with your Highrise account.

Setting up your Gmail alias

Go to your  My Info link in the right corner of your account.

If you’re an admin or a user, this link will be under the  Settings section in the right corner of the account. The Account Owner will find this link under the Account & settings section in the right corner of the account.

Once you're viewing your information under the  My Info link, click the Email Accounts tab across the middle of the page. If your account is not connected, click the Gmail link.

Please make sure your aliases are added to your Gmail account. If the alias is not setup in Gmail, you can't use it in Highrise. This guide from Google can help with setting up your aliases.

Once connected and your aliases are in your Gmail account, you can add an alias or aliases to send emails from your Highrise account.

Click the  Add an alias from your Gmail account link and type in your alias as it appears in your Gmail account.

Once added, you will find it listed on your  Email Accounts tab. You can add as many aliases as you’d like, and click the Remove link to remove an alias at any time.

Read about sending email from a Gmail alias here.

Please note: Aliases are not supported for Outlook connections at this time.

Configuring an alias with another email client

If you access Gmail through a POP or IMAP email client, like Outlook, and would like to send messages with a custom  from address, you have two options. Read through this guide from Google.

  1. Configure your email client with two outgoing SMTP servers, one for Gmail and one for your other address.
  2. Use Gmail’s outbound servers with a different from address.

If you’ve already configured the alternate address, your message will be sent  from:otheraddress@domain.com, sender:username@gmail.com, regardless of which custom from configuration you chose.

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