Inbox overview

Inbox is Pointerly’s unified mailbox for brand and marketplace email: connect Gmail or Outlook (OAuth) or other providers via IMAP/SMTP, read folders both ways, compose replies, manage signatures, and automate with templates and notification rules (subject/from/snippet variables).

What you'll do

• Open Dashboard → Inbox
• Connect a mailbox from Integrations if none is linked
• Browse threads, switch accounts/folders, and Compose
• Configure Templates and Rules from the workflow panel (?panel=templates / rules)

Before you start

• You can access Integrations to connect a mailbox
• For Gmail/Outlook: use the account that receives affiliate reports and brand replies
• For IMAP: have host, port, and SMTP credentials ready
• Managed connectors may be enabled for your environment—follow the on-page connect flow

Steps

1. Open Inbox and connect a mailbox

1. Go to Dashboard → Inbox.
2. If no mailbox is connected, use Connect mailbox (routes you through Integrations).
3. Prefer Gmail or Outlook OAuth for two-way folder sync; use IMAP for other providers and configure SMTP so you can send.
4. Return to Inbox and select the active account when multiple are connected.
5. Use Reconnect / re-authorize if sync tokens expire.

2. Read and organize threads

1. Browse the thread list (All / per-mailbox filters when available).
2. Open a thread in the reading pane; load more pages as Gmail/Outlook cursors allow.
3. Sync folders so labels/folders stay aligned with the provider.
4. Use search and folder navigation provided in the Inbox chrome to find reports and brand threads quickly.

3. Compose and reply

1. Click Compose (requires an active connected account).
2. Write in the compose dock; open multiple drafts if needed (extra drafts stack; overflow appears as “+N drafts”).
3. Insert signatures managed in Inbox settings / signatures section.
4. Use the rich text editor for formatting when available.
5. Send; confirm the message appears in the Sent folder after provider sync.

4. Templates and notification rules

1. Open the workflow panel — Templates or Rules (URL ?panel=templates or ?panel=rules).
2. Create reusable reply templates for common brand or report acknowledgements.
3. Create rules that match inbound conditions and run actions (notify, label, forward-style workflows depending on configuration).
4. In rule action text, insert variables:
   • {{subject}} — message subject
   • {{from}} — sender
   • {{snippet}} — preview text
5. Enable the rule and watch trigger count rise as matching mail arrives.
6. Gmail system mail that should be skipped for rules follows product skip logic—prefer rules on human/brand senders.

Tips

• Keep Amazon Associates and brand negotiation mail in the same connected inbox so reports and collabs stay searchable together.
• Start with one OAuth mailbox before adding IMAP aliases.
• Use templates for rate cards and “report received” replies to cut response time.
• Pair high-priority rules with Notifications so you catch matches outside the Inbox tab.
• Re-run OAuth when folder sync stalls after password or security changes at Google/Microsoft.

Troubleshooting

Related

• Integrations overview
• Notifications overview
• Automations overview