Email Service Accounts
Engagio users are asked to authenticate with either Gmail to give Engagio access to emails and calendar events so Engagio can combine this data along with other relevant data from Salesforce and Marketing Automation systems to present a full account activity log to the Marketing and Sales teams.
This can be very helpful to give visibility to Account activity across various Account stakeholders.
Email Service Accounts allow an Admin to authenticate all Engagio users from a specific domain at once, rather than one at a time. This is a quicker, more scaleable solution if you have many Engagio users.
To create an Email Service Account, you will need to work with your email provider and your IT Team. You can also share the links below with your IT team to help them in creating the Email Service Account.
Instructions for setting up Email Service Account in Gmail
Instructions for setting up Email Service Account in Exchange