How to sync accounts and conversations in Unibox

How to connect your Email accounts to Unibox

How to connect your LinkedIn accounts to Unibox

Unibox is a single inbox for all your multichannel communications with Snov.io prospects. It combines conversations from all email and LinkedIn accounts you use into one place. 

What you can do:

1) View emails and LinkedIn conversations in one shared inbox in unified threads.

2) Filter conversations by communication channel (Email / LinkedIn)
3) Send and monitor replies, manage prospects and assign interest levels right from your Snov.io account.

How to connect your Email accounts to Unibox

Unibox is available on all plans, giving you the ability to connect as many email accounts as you need. For Trial users, Unibox allows syncing up to 1 month of inbox history. Trial users have 30 days to check out the demo. If you want to unlock even more possibilities, upgrade to a Premium plan.

Step 1. Add sender accounts

Go to Unibox by choosing the icon in the header and click to connect.If you have used Unibox before and need to add new emails, open settings from the top right corner of the page:If you have email accounts connected to Snov.io, you’ll see them listed. Invalid accounts will be disabled and marked, with the option to go to the settings. If you want to connect and sync an unlimited number of email mailboxes to Unibox, click Add email below:Now you can connect your external mailbox via different types of providers (Gmail, Microsoft and many others via IMAP):Once an account is added, you can manage your Email account settings before syncing. Now choose the sender and press the button Sync. This step will take you to the syncing settings. 

Step 2. Set or change syncing settings

Now, you’ll see the setup window where you need to choose the following parameters:

1. Types of emails that show up in Unibox. By default, we only sync messages sent through Snov.io campaigns or direct messages, along with any replies to them.To sync the full history of your emails, enable syncing of non-Snov.io conversations:

• When enabled, all conversations are synced.
• When disabled, only conversations started through Snov.io campaigns are synced.

2. Default email visibility. The shared status makes all synced emails visible to all members (or only the team lead). The private status grants access to the synced emails only to you.3. Time period for email syncing (3 days, 1 month, 3 months, 6 months)

Trial plan allows syncing up to 1 month of inbox history. You may consider upgrading to Premium, if you want to:

• Sync up to 6 months of inbox history: you don't have to begin with an empty Inbox – once you add an account, we'll retroactively sync 6 months of your emails. All synced data will be stored as long as you keep using Unibox
• Unlimited storage and accounts: no more worrying about running out of space or how many accounts to connect

You can always manage sync history in settings. You can change the syncing date anytime, but you need to clear email history first.

After setting up the sync parameters, click the Sync button to start the process. Emails synced from the mailbox will be added sequentially to the main Unibox page.

If you ever need to change visibility or sync history, Unibox settings are always accessible through Email accounts.

Step 3. Check the sync status

On the Email Accounts page you'll see Unibox status for each email sender.Ready to Sync: the account isn’t connected to Unibox 

Synced: the account is connected to Unibox and synchronization is working

Disconnected: the account was connected to Unibox, but got disconnected when a user manually stopped syncing

Error: there is a connection error with the sender account, at which point syncing to Unibox is paused. To fix this, check for connection errors with your mailbox and verify account credentials

If you connect a sender to Unibox with a large number of emails, the first synchronization may take a long time, potentially up to several hours.

How to connect your LinkedIn accounts to Unibox 

To use LinkedIn in Unibox, you’ll need a LinkedIn account connected to Snov.io

To sync your LinkedIn account to Unibox, go to the LinkedIn Account settings or access them directly via Unibox menu: If you have LinkedIn accounts connected to Snov.io, you’ll see them listed under the Unibox with the status Ready to sync.

Invalid accounts will be disabled with the option to go to the settings. If you want to add more accounts, click the top button Add LinkedIn slots. 

How to set or change syncing settings

In Unibox setup window for LinkedIn, choose the following parameters:

Include all messages

• Off (default): Syncs only messages from Snov.io campaigns and direct messages
• On: Syncs all messages from your connected accounts

Sync history

Choose how far back to sync: 3 days, 1 month, 3 months, or 6 monthsAfter setting up the sync parameters, click Start syncing to begin the process. Messages synced from LinkedIn will be added sequentially to the main Unibox page.

You can always manage sync history in settings through LinkedIn accounts.

How to clear all sync history

In Sync history, you can also manage how much of the conversation history is synced. Go to the Unibox settings in your Email and/or LinkedIn accounts to change this. Click Unibox.The eraser icon in the Sync history section lets you clear all synced emails. When you want to change the syncing date, you need to clear email history first. 

Note that any active syncing will stop in this case. All synced emails and email threads will be removed from Unibox, but you can always re-sync later. Once accounts are connected and synced, go to the Unibox section to start managing your communications. 

Unibox contains the familiar folders you have in Gmail or other email providers. You can find them on the left of the main Unibox page:

• Inbox contains all incoming messages, both email and LinkedIn, synced from your connected accounts, including replies received within campaigns
• Sent shows a list of all emails and messages sent from connected accounts, including campaign emails, single emails, emails sent from the email provider’s interface, LinkedIn messages and InMail
• Starred shows all messages you’ve marked as important, so you can quickly access key conversations
• Bounced emails folder contains threads where at least one email couldn’t be delivered to the recipient

If you have a question that wasn’t answered here, don’t hesitate to contact our Customer Care team. You can reach them at help@snov.io or through live chat.