Getting Started
Install Gmelius
How to install Gmelius
How to Install Gmelius across your Google Workspace domain
How to install Gmelius on your mobile device
Your First Steps
Gmelius Starter Kit
Quick Start Guide for Team Admins and Managers
Quick Start Guide for Users
Get started with the Gmelius University
Switch to Gmelius
Workspaces
Shared Inboxes
How to create a shared inbox
How to create a shared inbox for a primary email address
How to create a shared inbox for an email alias
How to create a shared inbox for a Google Group
Understanding shared inboxes
How to manage emails in your shared inbox
How to configure a Google Group in order to convert it into a shared inbox
Manage users of a workspace
How to send emails and reply from a shared email address
How to stop sharing an email conversation?
How to create an email alias
How to consolidate multiple email addresses into one shared inbox
Prevent forwarded emails from being shared
How to manage your shared inbox with the Board View
How to use AI Tagging
How to share an inbox with your assistant (EA/VA)
Shared Gmail Labels
How to share Gmail labels
How to edit your shared labels
How to manage and apply shared Gmail labels
How to filter emails in shared label by assignments or status
Prioritise a shared label
Kanban Boards
How to create a board
How to add and use task cards
How to add an email to a board
Manage your boards
How to create a board of your inbox
How to add attachments in boards
How to use automations with Boards
How to delete a board
Notes and @mentions
Analytics
Email Delegation
How to create and use tags
Understanding the difference between a shared inbox and a shared Gmail label
How to use workspaces?
How to create and use custom views
How to use Gmelius advanced search
How to share a draft in Gmail?
How to avoid double replies
How to use shared conversation permalinks?
Emails are not arriving in the shared inbox
How to be notified of assigned emails?
How to view the full history of a shared email conversation?
How to use the multiple inbox view
Manage workspaces
Pin the "Mine (all)" in your inbox
How do I fix the "This app is blocked" error message?
Transfer the ownership of a workspace
How to re-assign all emails to another user
Why my email is shared in another workspace?
How to migrate emails from one Gmail account to another?
How to synchronize and share historical (past) email conversations?
Automations
Rules and SLAs
Understanding Gmelius Rules
How to create a rule
How to see emails both in a workspace and in your regular inbox
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to automatically distribute emails using Round-Robin and Load balancing Assignments
How to add and use business hours
Email Templates
How to create and share email templates
How to create and use email snippets
How to use a template in Gmail
How to insert images in a template
How to add attachments to a template
How to add smart variables to a template
How to manage your email templates
Meetings
How to create a meeting
How to schedule meetings from your inbox
How to share and edit meetings
How to connect your Zoom account to Gmelius Meetings
Email Sequences
How to create a sequence
How to add contacts to a sequence
How to remove a contact from a sequence
How to share a sequence
How to edit an active sequence
How to pause a sequence during the weekend
How to add contacts to a sequence from Gmail mobile app
Email Campaigns
How to create and edit campaigns
How many emails can I send each day with campaigns?
Understanding the difference between a single-stage and a multi-stage campaign?
How to add an unsubscribe link
Why my campaign is not sent to all contacts?
How to stop a multi-stage campaign?
How to export my Google contacts to a CSV file
Understanding the analytics of your campaign
How to set up a campaign with SMTP
Email Tools - β οΈ Deprecated
Email Tracking
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
I get an open notification when checking my sent emails
Email tracking is not working
Possible reasons behind a large number of opens on my tracked emails
Email Scheduling
Reminders
Understanding the difference between snooze and follow-up?
How to customize snooze and follow-up behavior?
Snooze and Conversation View mode OFF
How to log emails to a CRM
How to use automatic Bcc or Cc in Gmail
Integrations
Account & Billing
Account
How to add and manage users
Gmelius roles and permissions
How to transfer a subscription or super admin role to another account
How to cancel my subscription
How to uninstall Gmelius
How to permanently delete my Gmelius account
Custom roles and permissions
Difference between my legacy plan and the current ones
Billing
Invoices
Refund Policy
How to upgrade to a paid plan
Accepted forms of payment
How to update my billing details
Do you offer any discounts or coupons?
Notifications
FAQ
General FAQs
What happens at the end of my trial?
How to contact support?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
Add users from different domains
How to take part in Gmelius' referral program?
How to update the extension to Manifest Version 3 (MV3)?
Keyboard shortcuts
What happens when I change the password of my Gmail account?
How to reactivate a trial of Gmelius?
Common Troubleshooting
Gmelius is not loading
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
Why isn't my shared email opened?
Workspaces created before April 2021
How to know if my issue is related to a conflict or not?
Gmail is slow
User showing as inactive
Gmail API: Troubleshooting "User-rate limit exceeded" errors
Legal & Policies
In this page
- All Categories
- Getting Started
- Your First Steps
- Gmelius Starter Kit
Gmelius Starter Kit
Updated by Gmelius
Welcome to Gmelius, the first collaboration and automation platform designed for Google Workspace (formerly G Suite) and your company's daily tools. This starter kit will walk you through all the core concepts and get you up and running in no time.
Setup
To start using Gmelius, you need to install the extension for Gmail and then create a workspace. Gmelius gives you 2 different types of workspace to choose from.
Shared Inboxes
Shared inboxes make it possible to manage group emails like support@, sales@, or any other team email right from Gmail or Slack. You can use shared inboxes to replace your help desk software, your Google Groups, or just simplify email management as a team.
Shared Gmail Labels
Share new or existing Gmail labels and synchronize conversations in real-time across teammates. Shared labels can be used for delegation, project management, account or client management, and to organize communication channels between teams at Gmelius.
Collaboration Basics
Notifications
Be notified when someone mentions you in a note, or a new conversation is assigned to you. Gmelius offers the most complete notification system in the market.
Notes and @mentions
Add context to any conversation by adding notes to your emails in Gmail. These internal messages help your team work together behind-the-scenes without the need for unnecessary email clutter. If you need a teammate to chime in, @mention their name: "@Justin any ideas?"
Ticketing and Assignment
Every message in Gmelius should have an owner, so you know exactly who is working on what.Β
Team Management
Invite your teammates, and manage your users and their roles whenever you wish.
Email Sharing and Delegation
Delegate emails from your individual inbox to any member of your team. You just have to select their name on your assignment drop-down list, and the conversation automatically syncs into their inbox.
Tags
Use tags to organize your inbox and signal your teammates to take certain actions.
Productivity Suite
Gmelius supercharges your Gmail inbox and helps you work faster and more efficiently with your team.Β
π Meeting scheduler
Schedule meetings without the back-and-forth emails right from your Gmail inbox. Gmelius meeting scheduler integrates with Google Calendar, Google Meet, and Zoom.
β‘ Email templates
Turn your most effective and repetitive emails into Gmail templates you can personalize and share them with your team. You'll save hours on copy-pasting and editing emails by inserting templates in seconds.
Workflow Automation
If you've mastered the basics already, now it's high time to get more out of Gmelius. Let your team focus on what matters by automating your company's daily processes with "If this - Then that" workflow automation rules. Automatically assign email conversations based on your agents' load, send email autoresponders, apply SLA policies, add labels, and more.
π€ Rules
"if this, then that" automation for your Gmelius shared inboxes and labels. Set up triggers and actions for your repetitive workflows, like "for each new conversation", where the email subject line contains invoice,Β tag it with the "Billing" tag. Gmelius rules also support Round Robin assignments.
π€ Sequences
Used for sales outreach or any other outbound workflow automation, sequences allow you to send highly personalized emails to single or multiple recipients (via Campaigns). The automation is not limited to email follow-ups; you can easily add stages that allow you to put your processes on autopilot, e.g., move an email to a team board, add a note, assign the conversation to a teammate, snooze an email.
π₯ Campaigns
Send personalized emails to entire contact lists at the date and time of your choosing. This power feature supports both single-stage blasts and multi-stage cadences.Β You'll also get access to campaign performance reports.
π Team Reports or Analytics
Get detailed reports and analytics for your different workspaces that help you understand how your team is doing, your email volume, and areas of improvement. The reports provide an overview of your team's important metrics and a breakdown of each metric at the individual team member level.
Key Integrations
Besides Gmail, Gmelius offers unique 2-way integrations with your company's daily tools. Here are the most popular integrations across Gmelians.
Trello
Discover a unique two-way integration that allows your teams to work indifferently from Gmail or Trello while speeding up their processes. Email conversations are synced with Trello, and Trello-based projects can be managed directly from Gmail.
Slack
Let your teams collaborate better with our unique two-way integration linking Gmail and Slack. Unify team collaboration and remove silos by synchronizing your teams' communications no matter which tool each teammate prefers to work from, Gmail or Slack.
Zapier
ZapierΒ lets you connect Gmelius to thousands of other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build powerful workflows between apps that otherwise wouldn't be possible.
Book your 1:1 onboarding session
Fill out the short form below and get directly in touch with a Gmelius Product Coach who will help you set Gmelius up according to your needs and requirements. It's free.
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