How to create assistant to use GMAIL domain.

If you want your Assistant to send email from your company domain instead of <yourcompany> and your company domain email is on GMAIL for Business, then you can use this feature. As of now, you need 2 assistants in 7Targets to get this feature working. Before you start, make sure that you have the email address for your assistant ready on your domain. For e.g. If you want to use Mia, make sure Mia@<yourcompany>.com is already created. If such an email id does not exist, create it before moving to next steps. If you don’t have the rights to create email in your organization, please get in touch with your IT administrator to take his help to create the required email id.

Overview of Assistants:

1st Assistant will have an email address that is on your domain. This assistant will be used for sending and receiving emails. Let me call her Mia. Mia@<yourcompany>.com 2nd Assistant will be used for composing messages, remembering the dates to send, processing the email responses, etc. Let me call this second assistant - John John@<yourcompany>

Usage of Assistants:

You never have to worry about doing any specific settings for John. You have to work with Mia Assistant only. John is used ONLY once in the entire process configuration, and that is for setting auto forwarding email address. We will be setting an auto forwarding rule in Mia’s GMAIL box to forward all incoming emails to John.

Step 1:

Login into 7Targets. Create an Assistant named John. Do NOT select the option I want to use my own domain. Go with the default settings and hit ‘Save’ assistant. Make sure you see John Assistant in your list of Assistants.

Step 2:

This step is where we will create the actual assistant which will use your domain. In 7Targets, Click on Create a new Assistant . This time, make sure to select the option I want to use my own domain. On clicking it, you would be asked to authorize the gmail account you want to use for the Assistant. From the popup, select Mia’s account in your existing company email accounts. Outlook 1 Outlook 2

Step 3:

Once Authorization is done,the following screen will be shown Gmail 1 We can verify the Assistant Mia is created in Assistant’s Page. Gmail 2 After authorizing, you have to configure below mentioned steps

Step 4:

  1. Log into to Mia’s Gmail account. Gmail 5 Gmail 6
  2. Configure auto forwarding (Under Gmail Settings->All Settings->Forwarding and POP/IMAP). Gmail 7
  3. Set the auto forward to send the received emails to John email address To ensure there are no spelling mistakes, you can copy Johns email from the 7Targets->Assistants page using Copy Email Address link. Gmail 8 Gmail 9
  4. You will receive an email to confirm the autoforward. Make sure to confirm by clicking on the link or using the code as mentioned in that email, else it will not work. Gmail 10

Gmail 11

Gmail 12

Gmail 13

To start work on leads, you need to assign them to Mia Assistant. To check status of leads, you can check it in Mia Assistant. You can ignore John Assistant for all everyday usability purposes.

Setting Spam Filter for Mia

If you see that valid responses to Mia are landing into Mia’s spam, we recommend you to set up the below email filter in Mia’s GMail box.

  1. Go to GMail Settings
  2. Go to “Filters and Blocked Addresses”
  3. Click “Create a New Filter”
  4. Choose “Has the words”.
  5. Add in that list of words. If your company name is, add “Callify” in “Has the words” section.
  6. In the actions for this filter, select “Never send it to spam”
  7. Save the filter. Assuming all Mia’s email will have your company name, whenever Mia receives a response, your company name will be in the response email as well. In all such cases, the email will not go into spam. If an email goes into spam, the auto-forwarding rule is NOT triggered. Hence we need to ensure that auto-forwarding is triggered correctly. Without auto-forwarding, 7Targets cannot process the received emails. Hence it’s important to set this step right.


The latest tutorials sent straight to your inbox.