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From the list: Operations

✔ White List Email Instructions for lead notifications

Chris Z. added this on Oct 18, 2019
Completed Nov 19, 2019 by Chris Z.

Assigned to: Hector M.
Notes: Spoke to Park Ave who said they only recieved one lead. I see multiple leads. It is possible these leads went to spam. On the onboarding we need to send them an email from hi@medstarpatients.com and make sure they add it to their contact list and it doesnt go into spam. Hector can you put together an a short paragraph on how to add our email to their contacts or whitelist it for Gmail.com, Yahoo and search another popuplar provider. This article is already written everywhere online.

whitney.zelig@gmail.com Christina - keep this in mind when onboarding.

Comments & Events

whitney.zelig@gmail.com

I tested this with them on the phone, and they said they were getting them. They are a very hard spa to converse with- because nobody knows what is going on .

Oct 18, 2019 at 4:48 PM Notified 3 people

Hector Mota, Operations Manager

Why you are not receiving the emails

Services like Gmail, Outlook.com and Yahoo! Mail block email to protect you from unwanted or malicious email such as phishing, scams and spam. In this case, they are mistaking email that you want for email that you don’t want.

If you ask your email provider to unblock or whitelist an email address, email from that address will be more likely to get through.

Here is an explanation of how to do that for Gmail, Outlook.com or Yahoo! Mail.

How to whitelist an email address with Gmail

Add the address to your contacts

Add the email address that is sending you email (eg support@Medstarmedia.com) to your Gmail Contacts. Google will usually deliver email from addresses that are in your Contacts.

Mark messages as ‘Not spam’

If Gmail has marked emails you wish to whitelist as spam, tell Gmail the emails are not spam.

In Gmail, navigate to the spam folder.
Search for emails containing the domain you wish to whitelist (eg medstarmedia.com).
Select all the emails shown.
Click More and then Not spam.

Create a filter for the address

Create a filter to tell Google to whitelist email from a domain or online group.

Click the cog icon in the top-right corner, and then Settings
Click on Filters and then Create a new filter
Either
- enter the domain of the email you want to whitelist in the From field or
- enter the email address of the online group you want to whitelist in the To field
Click Create filter with this search
In the box headed When a message arrives that matches this search select Never send it to spam
Click the Create filter button

To whitelist all email from a domain, enter the domain in the From field

To whitelist an online group, enter the group email address in the To field

Tips:

Do not enter email addresses in both the From and To fields as Gmail will only filter in emails that meet both criteria
In both the From and To fields, you can enter either a specific email address or an entire domain
To enter multiple domains in each field separate them with OR as in “onlinegroups.net OR groups.yahoo.com”

See also Google’s help on Legitimate mail is marked as spam.

How to whitelist an email address with Outlook.com

For Outlook.com, Windows Live Mail, Hotmail and MSN Mail, sign in to your account at Outlook.com and do the following.

Add the address to your contacts

Add the email address that is sending you email (eg support@onlinegroups.net) to your Outlook.com Contacts. Outlook.com will usually deliver email from addresses that are in your Contacts.

Add the address to your safe senders

Click the cog icon in the top-right corner and then More mail settings
Select Safe and blocked senders and then Safe senders
Add add the domain of the email you want to whitelist to the list of Safe senders
Return to Safe and blocked senders and then select Safe mailing lists
Add the email address of the online group you want to whitelist to the list of Safe mailing lists

To whitelist all email from a domain, add the domain to the list of safe senders

To whitelist an online group, add the group address to the list of safe mailing lists

Tips:

In both the Safe senders and Safe mailing lists, you can enter either a specific email address or an entire domain
In both the Safe senders and Safe mailing lists, you can enter multiple domains or email addresses

See also Outlook.com’s help on I didn’t receive an email someone sent me.

How to whitelist an email address with Yahoo! Mail

Add the address to your contacts

Add the email address that is sending you email (eg support@onlinegroups.net) to your Yahoo! Mail Contacts. Yahoo! will usually deliver email from addresses that are in your Contacts.

Create a filter for the address

Mouse over the Settings menu icon and select Settings
Click Filters and then Add
Enter a Filter Name
Either
- enter the domain of the email you want to whitelist in the Sender field, or
- enter the email address of the online group you want to whitelist in the Recipient field
Select Inbox as the folder to deliver the email to
Click Save and then click Save again

To whitelist all email from a domain, enter the domain in the Sender field

To whitelist an online group, enter the group email address in the Recipient field

Tips:

Do not enter email addresses in both the Sender and Recipient fields as Yahoo! Mail will only filter in emails that meet both criteria
In both the Sender and Recipient fields, you can enter either a specific email address or an entire domain
Create a new filter for each domain or email address you want to whitelist

whoa tx!

Oct 18, 2019 at 5:38 PM Notified 3 people

Chris Zelig

Hector

- We are going to have to make a much shorter versions but probably best we have

Christina

whitney.zelig@gmail.com

do this during the onboarding

👍

Oct 19, 2019 at 1:59 PM Notified 3 people

Hector Mota, Operations Manager

Okay. How about if we make them a tutorial video?
That can be much more simpler to understand and follow.
What do you think?

Oct 19, 2019 at 2:17 PM Notified 3 people

Chris Zelig

Good idea. look for good tutorial video sites tools. I heard loom is good. I want something I can use in my popup browser. I could also use Screencastify but it would be nice if there was another one that we could ad title too and descriptions. I do not know but you are right we keep doing the same things and need to automate them.

Oct 19, 2019 at 2:19 PM Notified 3 people

Christina

whitney.zelig@gmail.com

did the client already add Hi@ to their contacts and they were still having problems?

Oct 22, 2019 at 9:51 PM Notified 3 people

whitney.zelig@gmail.com

We need to tell them to add hi@medstarpatients on the google form that I think we should still create

Oct 23, 2019 at 6:53 AM Notified 3 people

Chris Zelig completed this to-do.

Nov 19, 2019 at 1:09 AM