Event emails

Event emails

All emails exchanged with a client about an event can be linked to the event page. This lets you find the communication history without leaving Joinways.

Where to see emails

Open an event and go to the Emails tab. You'll find all linked exchanges, sorted by date.

How an email is linked

An email is linked to an event in several ways:

• From Leads — when you convert a lead into an event, the original emails are automatically linked.
• From the event page — you can send an email directly from the Emails tab. It will be linked automatically.
• Received emails — your client's replies arrive in your connected mailbox and are linked if Joinways identifies the correspondence.

Good to know

• Only emails sent or received via a connected mailbox (Gmail or Outlook) appear here.
• Emails are read-only within the event context.
• Email connection is configured in Settings > Email Connections.

Best practices

The Emails tab on an event centralizes all communication related to that event. For this to work effectively, send your emails from Joinways rather than from your inbox — each message is automatically linked to the right event. If a client replies to an email sent from Joinways, the reply will also appear in the tab.

• Use clear subject lines — include the event name in every email subject so your client can find it easily in their inbox.
• Attach documents — attach quotes or BEOs directly from the Emails tab without switching between applications.
• Archive confirmations — client replies are tracked and timestamped, providing a reliable history in case of disputes.

💡 You can send an email to multiple recipients from the Emails tab — handy for copying the caterer or decorator.

Troubleshooting

My sent emails don't appear in the tab?

Check that your email account (Gmail or Outlook) is properly connected in Settings > Email connections. If the connection is active but emails aren't showing, try disconnecting and reconnecting the account.

The client says they didn't receive my email?

Check the contact's email address in their profile. Also check your sent folder to confirm the email was sent. If the issue persists, it may have landed in the client's spam — suggest they check.

FAQ

Can I manually link an email to an event?

Currently, linking is automatic when converting a lead or sending from Joinways.

Are attachments visible?

Yes, email attachments are accessible from the email thread.

Can I attach files to emails sent from Joinways?

Yes. When composing an email from the event page, you can attach documents such as quotes, contracts, or PDF files directly to the message.

See also

• Create an event
• Connect Gmail
• Connect Outlook
• Email connections (Gmail / Outlook)