Email Messaging Features Setup Guide
The Email Messaging Features section allows you to integrate your existing email account so that emails can be sent directly from SteepleMate on your behalf.
Steps to Enable Email Messaging:
From the administration menu, select Organization Settings.
Click the "Email Messaging Features" section, then select "Enable Email".
Choose your email provider. Note that some email providers have varying security rules that require additional instructions; Gmail, Yahoo, Office365, Outlook, etc.
After reading the instructions that appear pertaining to your email provider, complete the form and click "Save".
Note: Some email providers have specific security rules that require additional steps. Be sure to read and follow the instructions that appear for your selected provider.Click "Test Email" to verify the integration is successful.
Important:Once the integration is complete, emails will be sent from your church email account, not from SteepleMate. Additionally, SteepleMate branding (such as logos) will not appear in the email footers, ensuring a seamless experience for your church members.
Related Articles
Communication: Setting Up Text Messaging
SteepleMate's offers a complimentary toll-free number for various communication needs like sending and receiving text messages, system notifications, call forwarding, and more. Claim Your Free Texting Number From the Administration menu, select ...Enable Text Messaging and Call Forwarding in SteepleMate
SteepleMate’s Communication section provides robust tools to manage text messaging, call forwarding, and mass notifications for your church. These features help streamline communication, ensuring that you can easily reach your community through SMS ...Configuring School Features in SteepleMate
The School Features section in SteepleMate is designed to help organizations with tuition-based programs manage their administrative tasks, such as scheduling, tuition handling, and lunch management. These settings allow you to tailor the system to ...SteepleMate Launch Roadmap: Piecing Together Your Church's Success
Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...Data Import Guide: Row-Per-Person Format
We’re thrilled to have you on board. This guide will walk you through the process of importing your church member information. Follow these steps carefully, and you’ll be set up in no time. Important Notes: Family ID: Each family must have a unique ...
Recent Articles
How to Use the Family Communications Report in SteepleMate
The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...How to Use the Communicator Report in SteepleMate
The Communicator Report in SteepleMate helps your church review communication activity over a selected period of time. This report shows recorded communication touchpoints and helps you understand how your team has been connecting with people through ...How to Track Communications in SteepleMate
SteepleMate allows your church to record communication activity on a person’s profile so your team can keep track of follow-up and care efforts. This is useful for documenting guest outreach, member care, meetings, phone calls, texts, emails, and ...How to Manage Tasks in SteepleMate
Tasks in SteepleMate help your team keep up with follow-up, office responsibilities, and ministry workflows. You can create tasks for yourself or assign them to other people in the system, set due dates, track progress, and review assigned work from ...How to Add and Use Tags in SteepleMate
Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...