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Getting started with Retently
Connect your Microsoft 365 account
Connect your Microsoft 365 account
Alex Bitca avatar
Written by Alex Bitca
Updated over a week ago

Sending emails to contacts from your company's mailbox rather than using a neutral, Retently-provided email address reflects the brand's identity and provides higher reliability in the eyes of your survey respondents.

Please take into account that Retently is throttling surveys sent from the neutral email address to prevent being blacklisted by major email providers. There are no such limitations once you switch to your Microsoft email address.

Connect your Microsoft email address

1. On the Integration page find the Microsoft 365 integration, and hit the Connect button.

2. You will be redirected to the Microsoft verification page where you will have to log into your Microsoft account.

3. Sign in to your Microsoft account and press the “Accept” button to confirm the requested permissions (specifically to give Retently the permission to send email surveys and/or autoreplies from this email address).

4. Afterward, you will be redirected to the Microsoft integration settings page where you will see your connected email address, ready to be used.

Use your Microsoft email address

You can use your Microsoft email addresses to send email surveys. To do so, access an email campaign's editor page, and press the “Edit template” button to enter the template editor.

Next, in the template editor, in the "Email settings" section, you can choose the Microsoft email address in the “From email” field. Make sure to save your template so that the changes will apply.

Finally, you can also use your Microsoft email address to send autoreplies. To add your email to the autoreply templates, switch to the “Autoreplies” tab in your campaign and choose your email in the “From email” field of each autoreply that you want to send out. Click here to learn more about autoreplies.

Please note if you are using a different template for Reminder surveys, you have to add your Microsoft e-mail to this template as well. You can access and edit the reminder template on the Survey templates page. Otherwise, they will be sent from the neutral, Retently-provided email address.

Note: There is a limit of 10 mailboxes in your account. If you need more than this, please consider verifying your domain. Just follow the instructions from here.

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