Manage an event’s emails

Send and receive emails straight from the event file: the whole thread stays attached to the right client.

Email exchanges keep a file alive. By centralizing them in the event, you keep the full context without digging through your inbox — and the whole team sees the same thing. Sending, receiving and rereading a conversation all happen in one place, right from the client's file.

Concretely, every message sent or received stays attached to the right folder and the right contact. The thread no longer scatters across individual inboxes: it becomes a shared memory any team member can consult and pick up.

This page sums up everything you can do with an event's email thread: compose a message, reply within the conversation, attach a quote, lean on the AI assistant, and keep a history everyone can read.

Prerequisites

Before sending or receiving emails from an event, check a few conditions.

A connected inbox: Gmail or Outlook linked to Joinways to send and receive from the app.
An open event: the folder the thread will be attached to.
An identified contact: the client's or contact's address to write to, so the exchange links to the right person.
Active sync: depending on your setup, it governs the automatic surfacing of replies and history.

Once these conditions are met, the email thread runs on its own: you write from the file, and replies come back to file themselves there.

What you'll learn

Send an email from the event, with or without an attachment.
Follow the attached thread and reply to it.
Lean on the AI assistant and templates to write faster.
Keep a shared team history, readable by everyone.

Send an email

From the file, you compose and send a message without leaving the event. The client's reply then comes back to the same place, in the same thread.

Open the event then the Emails tab.
Write your message (quote attached, answer to a question…).
Send: the client's reply comes back to the same place.
Follow the thread as exchanges go: each new message adds to the conversation.

Because the email leaves from your connected inbox, the client receives a normal email, signed from your address. The difference, on the Joinways side, is that the conversation stays filed in the right folder.

Replying from the event rather than from your personal mailbox keeps the exchange visible to the whole team and preserves the file's context.

Open the thread attached to the event.
Click to reply to the latest message received.
Write your reply, add an attachment if needed, then send.
The message joins the thread: a colleague who opens the file sees the full exchange.

That sharing is the key: if you're away, a teammate picks up the conversation where it stands, without having to ask you to forward anything.

What you can do with the email thread

An event's email thread brings together several actions. Here is what each one covers.

Send an email: compose a new message to the client or a contact from the file.
Reply: continue an existing conversation while staying in the same thread.
Attach a file: add a quote or a document to your message.
Receive replies: the client's replies come back into the event, not just into your inbox.
Link to the right contact: each exchange is attached to the relevant person on the file.
AI assistant: have a reply draft written to save time.
Email templates: start from a standard text for recurring messages.
Shared history: the whole team consults the same thread.

Write faster: AI and templates

So you don't start from a blank page on every message, two aids live in the thread: the AI assistant and email templates.

AI assistant: generates a reply draft from the file's context, which you reread and adjust.
Email templates: provide a standard text for recurring messages (confirmation, follow-up, quote sending).
Attachments: you complete the message by attaching the quote or expected document.

In every case, you have the final say: the AI and templates offer a starting point, you validate the content before sending.

How it works

The email thread links your connected inbox and the event folder. Sending goes through your mailbox, and the conversation is filed inside Joinways.

You write from the event: the message leaves from your connected inbox.
The client replies as to a regular email.
The reply is attached to the event and to the relevant contact.
The thread grows with each exchange and stays readable by the team.

Emails linked to an inquiry surface automatically in the event created from that inquiry: you start the file with the conversation already in place.

Edge cases

A few situations are worth anticipating.

Email arriving in your inbox: depending on sync, it can surface in the event without any action from you.
Several contacts: link each exchange to the right contact so the thread stays readable.
Inquiry converted to an event: the inquiry's emails follow into the created event.
Reply during an absence: a teammate sees the thread and takes over without losing anything.

💡 Good to know: emails linked to an inquiry surface automatically in the created event. You don't have to piece things together: the conversation is already attached.

Best practices

Reply from the file: you keep the context and make the exchange visible to the team.
Link each exchange to the right contact: the thread stays clear, especially when several people write in.
Use the AI assistant: it writes a first draft you only have to adjust.
Lean on templates: for recurring messages, start from a standard text rather than a blank page.
Attach the right documents: add the quote or relevant document straight to your message.

Troubleshooting

Here are the most common situations and how to resolve them.

I can't send an email from the event. Cause: no inbox is connected. Solution: link your Gmail or Outlook mailbox to Joinways, then try again from the Emails tab.

The client's reply doesn't show in the file. Cause: sync is not active or the message wasn't linked. Solution: check your inbox connection and that the exchange is attached to the right contact.

The thread is split across several contacts. Cause: exchanges weren't all linked to the same person. Solution: link each message to the right contact to rebuild a readable conversation.

Real-world example

A colleague is away; their client replies to a follow-up. The rest of the team sees the thread in the event and takes over without losing anything. The reply, the history and the attached quote are all there, in the file: nobody needs to dig through a personal mailbox.

Another example

You receive an inquiry by email. By converting it into an event, the initial conversation surfaces automatically in the file. You reply from the event with a quote attached, starting from a template to move quickly, and the client's reply comes back to file itself in the same thread.

FAQ

Are my old emails imported?

Depending on your sync configuration, recent history can be attached automatically to the event.

Does the email leave from my address?

Yes. The message leaves from your connected inbox: the client receives an email signed from your usual address.

Can I attach a quote to an email?

Yes. You add the quote or a document as an attachment straight to your message from the event.

Does the AI assistant write for me?

It drafts a message you reread and adjust before sending: you keep control of the final content.

Can my teammates see the thread?

Yes. The thread is shared: the whole team consults the same exchanges from the event.

Do I need Gmail or Outlook?

A connected Gmail or Outlook inbox is required to send and receive from Joinways.

Does the client's reply come back automatically?

Yes, when sync is active: the reply files itself in the event's thread.

Can I start from an email template?

Yes. For recurring messages, you start from a standard text you adapt before sending.