Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to emails from workshop software going into my clients spam/junk in Workshop Software so your customer information stays up to date.
This will actually have to do with the sensitivity of the recipients mail software combined with the fact out-going emails from workshop software start with no-reply@.
A couple of things that can be done to minimise the chances of the email going into your client’s SPAM folder:
1) make sure there is actual text in the body of the email being sent
2) reply-to email address in workshop software (company profile settings)
Another thing to do is to advise customer before sending an email to save the no-reply@ email address as a contact in their mail software (outlook, gmail etc) then the software will know it’s a recognised email address and the emails will then go to the clients inbox. Also remind the clients to check their SPAM/JUNK folder if they do not get an email in the next 10-15 minutes.
Our no reply email address is:
noreply@workshopsoftware.com.au
Here are some guides on how to whitelist our email address for various different email systems:
Gmail/Outlook/AOL/Yahoo/Zoho/ProtonMail:
Outlook for Desktop:
If they do receive the email in the Spam/Junk, please mark the email as ‘not spam/junk’ their mail software will then know it’s a known contact and to send it to the inbox.
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
What if this does not resolve the issue?
If the problem persists after following the steps above, contact the Workshop Software support team. They can investigate further and help resolve the issue.