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Getting Started
Train your teammates
Installing Gmelius
Add users from different domains
How to install Gmelius
How To Install Gmelius across a Google Workspace domain
Is Gmelius available on mobile?
First Steps
Switching 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 alias
How to create a shared inbox for a Google Group
Understanding shared inboxes
How to manage emails in your shared inbox
Troubleshooting a Shared Inbox created from a Google Group
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 rename a shared inbox
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
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
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
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 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
How to use Gmelius advanced search
Pin the "Mine (all)" in your inbox
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 assign emails (including round robin and load balancer)
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
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 unthread emails in a sequence
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
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
CRM Integration (Bcc rules)
Integrations
Account & Billing
Account
How to add and manage users
Gmelius roles and permissions
How to transfer a Gmelius subscription to another account
How to cancel your subscription
How to uninstall Gmelius
How to permanently delete your Gmelius account
Custom roles and permissions
Difference between my legacy plan and the current ones
Billing
Invoices
How to update my billing details
Refund Policy
Accepted forms of payment
Do you offer any discounts or coupons?
How to upgrade to a paid plan
Notifications
FAQ & Quick Fixes
General FAQs
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
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
Legal & Policies
Why is authentication required?
Is Gmelius HIPAA compliant?
Gmelius SLAs and System Requirements
Feature Deprecation Process & Policies
Google Advanced Protection
Is Gmelius GDPR compliant?
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?
Keyboard shortcuts
Kanban Boards
How to create a board
In this article, you will find all the steps to take to create a new Gmelius board and details on the available templates to choose from.
How to add and use task cards
Tasks represent actionable steps or to-do’s ideas and reference items on your boards. In this article, you'll learn how to add and manage tasks.
How to add an email to a board
Turn an email into a card. Use the Add to Board icon located on the top navigation bar inside an email conversation and select the board and the column you want your email to be placed. Turn emails i…
Manage your boards
Everything you need to know to manage your boards.
How to create a board of your inbox
You can create a board that will be filled automatically with all the emails sent to your personal email address: Create a board, e.g. a blank board, name it as you want (e.g. My board), and decide i…
How to add attachments in boards
You can use the Notes field in a card to upload attachments in a card or also record a video or audio message via the Loom integration. To see more information about attachments and the Loom integrat…
How to use automations with Boards
Adding automation in columns. When working on a blank or GTD board , you can increase efficiency by adding some automation into your columns. Add auto-assignments to your columns. You can choose to a…
How to delete a board
The creator of the board can delete a board as follows: Head to More (Board options) located at the top right corner. Click on " Delete board". If you have an inbox board (deprecated type of board),…
