Email Feature Matrix
What email features do you have based on your organization’s email system set up
The following table outlines what email features are available for users based on their company email setup. All email features are available for O365 users, including Playbooks Calendaring. Gmail users have access to all features except Playbooks Calendaring. SMTP users have access to most features except Playbooks Calendaring, certain email notifications, CRM Email sync, and emails sent through Playbooks living in the users sent folder.
| Feature | O365 (API integration) |
SMTP (Outbound protocol only) | Gmail (API integration) |
|---|---|---|---|
| Calendaring (all features) | ✓ | ✗ | ✓ |
| Email Interaction Notifications | |||
| Open Notifications | ✓ | ✓ | ✓ |
| Tracked attachments | ✓ | ✓ | ✓ |
| Link clicks | ✓ | ✓ | ✓ |
| Forwards | ✓ | ✗ | ✓ |
| Replies | ✓ | ✗ | ✓ |
| Bounced emails | ✓ | ✗ | ✓ |
| Sync Emails from/to Your Inbox to CRM | |||
| Outbound emails | ✓ | ✗ | ✓ |
| Inbound emails | ✓ | ✗ | ✓ |
| Sent items stored in SENT folder | ✓ | ✗ | ✓ |
| Templates | ✓ | ✓ | ✓ |
| Snippets | ✓ | ✓ | ✓ |
| Merge Fields | ✓ | ✓ | ✓ |
| SmartSend | ✓ | ✓ | ✓ |
| Scheduled Send | ✓ | ✓ | ✓ |
| Auto-emails Play steps | ✓ | ✓ | ✓ |
Microsoft Exchange customers will setup an SMTP relay during the Playbooks implementation process to deliver email. Reference the SMTP column above for a list of available features.
