Follow these steps to set up an Email Persona in Eloquens:
- Navigate to the Email Personas Page.
- Select Add Persona and add details:
- Name: Enter the name of the persona (e.g., "Ella Quinn").
- Role: Specify the role this persona will represent (e.g., "Customer Success Manager"). The role serves as the identity of the Email Persona and will also be used as the sign-off in communications.
- Connect Email Account:
- Choose between Gmail, Outlook or Kerio Connect:
- Click Connect Gmail, Connect Outlook or Connect GFI Kerio Connect.
- Authorize Eloquens to access the email account.
- Select Email Aliases:
- Choose the alias created earlier to use as the sending and receiving identity.
- Finalize Persona Creation:
- Review all details and click Create Persona.