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How to ensure your clients are receiving emails sent from Tradify

Why Is This Happening?

There are a wide range of spam tools, and an even wider range of rules used to determine whether an email is spam. If you find that some of your emails are not getting through, the first thing you should do is consider personalising the subject line and message contents to the recipient, or rewriting the default templates to match the style of your business. Including your name and address as part of the email text could also help.

Subject Lines

Email subject lines are the first place a spam filter will look to determine whether to block the message or not. Many filters will block emails that contain the word 'quote' in the subject line! You can find a list of words known to cause issues here.

What Next?

If you're still finding that specific clients/customers aren't receiving your emailed quotes, invoices, or purchase orders, then it's likely that Tradify's sent-from address has been marked as 'spam' by the client's email server. It's also just as likely that these emails are sitting in their corresponding spam folders.

Although we cannot change this ourselves, there is a way for the client to do so on their end. Below are the steps to add Tradify as a trusted source for today's 3 most common email clients. If your client isn’t receiving your emails, then send them a link to this article and they should be able to solve the problem.

In the event that these steps fail to resolve the issue, please contact our support team - support@tradifyhq.com


Hotmail/Outlook/Windowslive

  1. In your Outlook inbox, click on the gear icon (which is located beside your Profile name/image)
  2. From the drop down menu, click on Options
  3. This will open up a new side menu which will display on the left-hand side. Navigate this menu and click on Mail
  4. Under Junk email, click on Safe Senders
  5. Using the provided text field on the Safe sender's page, enter messages@tradifyhq.com and then select Add to list (+ icon)
  6. Click Save (top right) and close

 

 

Gmail

  1. In your Gmail inbox, click the gear icon (which is located underneath your Profile name/image)
  2. From the drop down menu, click on Settings
  3. This will open up the settings page. Navigate to the Filters and Blocked Addresses page
  4. Click on Create a new filter (This will open a new window)
  5. In the From field, enter messages@tradifyhq.com
  6. Enable this setting by clicking on Create filter with this search >>
  7. Next, place a 'check' in the box next to Never send it to Spam
  8. Click Create a filter to save the changes

 

 

Yahoo

  1.  In your Yahoo inbox, click on the gear icon (which is located at the top right-hand corner)
  2. From the drop down menu, click on Settings
  3. In the left-hand panel, click on Filters
  4. Under the heading Sort incoming messages into folders click on Add (This will open a new window)
  5. In the From field (also labeled Filter Name), enter messages@tradifyhq.com
  6. In the pull-down menu for Then deliver the email to the following folder, choose Inbox
  7. Click Save
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