# Email retention

**URL:** <https://integration.keap.com/t/email-retention/38373>\
**Category:** Max Classic\
**Created:** [April 26, 2018, 1:06am UTC](https://integration.keap.com/t/email-retention/38373 "2018-04-26T01:06:14Z")\
**Posts on this page:** 13\
**Page:** 1

<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 26, 2018, 1:06am UTC](https://integration.keap.com/t/email-retention/38373/1 "2018-04-26T01:06:14Z")

</div>

One of the key reasons we moved to Infusionsoft was its claimed ability to retain emails by contact.

We use GMail and have recently found Infusionsoft is NOT maintaining a record of our emails. This is very frustrating but we just cannot get any support from Infusionsoft and there has been no return to our queries.

HELP.

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<div class="post-metadata">

**Author:** ![John\_Borelli](https://sea1.discourse-cdn.com/flex019/user_avatar/integration.keap.com/john_borelli/32/11880_2.png) [@John\_Borelli](https://integration.keap.com/u/John_Borelli)\
**Post date:** [April 27, 2018, 6:10am UTC](https://integration.keap.com/t/email-retention/38373/2 "2018-04-27T06:10:36Z")

</div>

The emails sent from Infusionsoft should show in your email history for each contact. If, however, you are under the impression that infusionsoft somehow is aware of and stores email responses from the emails you’ve sent, then that would be incorrect. I’ve never seen any claim to that affect. Or…do I mis-understand your question?

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<div class="post-metadata">

**Author:** ![Cheryl\_Hunt](https://sea1.discourse-cdn.com/flex019/user_avatar/integration.keap.com/cheryl_hunt/32/287_2.png) [@Cheryl\_Hunt](https://integration.keap.com/u/Cheryl_Hunt)\
**Post date:** [April 27, 2018, 3:16pm UTC](https://integration.keap.com/t/email-retention/38373/3 "2018-04-27T15:16:43Z")

</div>

@Simon_Read, you may be thinking about the Infusionsoft Sync for Gmail. It’s something you can install and configure for free. Here’s the info:[Email Sync | Max Classic](https://help.infusionsoft.com/userguides/marketplace-apps/infusionsoft-sync-for-gmail)

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<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 27, 2018, 10:22pm UTC](https://integration.keap.com/t/email-retention/38373/4 "2018-04-27T22:22:57Z")

</div>

Hi John,

When we first started using Infusionsoft it did indeed retain copies of the  
emails we were sending through Gmail. We were not sending them through  
Infusionsoft.

On review, it may well be the case Infusionsoft only retained details of  
the email we sent, including the email string associated with our outbound  
email.

It no longer does this. So the point is we have lost something which  
Infusionsoft was providing.

I also understand there is an Infusionsoft Sync for Gmail. Would this be  
helpful?

Cheers.

_If it involves the PPSA, involve me._

_Simon Read_

Director | _EDX (WA) Pty Ltd_

![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/b/bc7dea7e362eca622c3786671b01dbd07873b4ef.png)

_T:_ 08 6246 0440 | _M:_ 0408 542 100 |_W:_ www.edxppsr.com.au | \*E: \*  
simon.read@edxwa.com.au [http://www.edxppsr.com.au/](http://www.edxppsr.com.au/)

PO Box 164, Claremont Perth WA 6910

_Experts in Personal Property Securities_

DISCLAIMER: This email is intended solely for the use of the addressee and  
may contain information that is confidential or subject to professional  
privilege. If you have received this email in error, please notify the  
sender immediately. This email should not be construed as legal advice.  
No person is entitled to rely upon or act on any comments made, but instead  
should seek appropriately qualified opinion prior to taking or refraining  
from taking any action.

[https://www.linkedin.com/in/simon-read-a2a97757/](https://www.linkedin.com/in/simon-read-a2a97757/)

---

<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 27, 2018, 10:24pm UTC](https://integration.keap.com/t/email-retention/38373/5 "2018-04-27T22:24:44Z")

</div>

Thank you Cheryl,

We will “give it a go”.

Cheers.

_If it involves the PPSA, involve me._

_Simon Read_

Director | _EDX (WA) Pty Ltd_

![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/b/bc7dea7e362eca622c3786671b01dbd07873b4ef.png)

_T:_ 08 6246 0440 | _M:_ 0408 542 100 |_W:_ www.edxppsr.com.au | \*E: \*  
simon.read@edxwa.com.au [http://www.edxppsr.com.au/](http://www.edxppsr.com.au/)

PO Box 164, Claremont Perth WA 6910

_Experts in Personal Property Securities_

DISCLAIMER: This email is intended solely for the use of the addressee and  
may contain information that is confidential or subject to professional  
privilege. If you have received this email in error, please notify the  
sender immediately. This email should not be construed as legal advice.  
No person is entitled to rely upon or act on any comments made, but instead  
should seek appropriately qualified opinion prior to taking or refraining  
from taking any action.

[https://www.linkedin.com/in/simon-read-a2a97757/](https://www.linkedin.com/in/simon-read-a2a97757/)

---

<div class="post-metadata">

**Author:** ![John\_Borelli](https://sea1.discourse-cdn.com/flex019/user_avatar/integration.keap.com/john_borelli/32/11880_2.png) [@John\_Borelli](https://integration.keap.com/u/John_Borelli)\
**Post date:** [April 27, 2018, 10:39pm UTC](https://integration.keap.com/t/email-retention/38373/6 "2018-04-27T22:39:18Z")

</div>

Hi @Simon_Read,

How long ago did you start with Infusionsoft? I’m just asking because I’ve only been an API developer using IS for about four years and I’ve not seen a case where IS knew of any email activity outside of what IS sent itself.

---

<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 27, 2018, 10:56pm UTC](https://integration.keap.com/t/email-retention/38373/7 "2018-04-27T22:56:44Z")

</div>

Morning John,

We’ve only just started in the past couple of months. See attached screen  
shot. Infusionsoft ‘captured’ these emails by reference to the customer’s  
email address and allocated them to the appropriate Infusionsoft Contact.

They were not sent through Infusionsoft.

Cheers.

_If it involves the PPSA, involve me._

_Simon Read_

Director | _EDX (WA) Pty Ltd_

![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/b/bc7dea7e362eca622c3786671b01dbd07873b4ef.png)

_T:_ 08 6246 0440 | _M:_ 0408 542 100 |_W:_ www.edxppsr.com.au | \*E: \*  
simon.read@edxwa.com.au [http://www.edxppsr.com.au/](http://www.edxppsr.com.au/)

PO Box 164, Claremont Perth WA 6910

_Experts in Personal Property Securities_

DISCLAIMER: This email is intended solely for the use of the addressee and  
may contain information that is confidential or subject to professional  
privilege. If you have received this email in error, please notify the  
sender immediately. This email should not be construed as legal advice.  
No person is entitled to rely upon or act on any comments made, but instead  
should seek appropriately qualified opinion prior to taking or refraining  
from taking any action.

[https://www.linkedin.com/in/simon-read-a2a97757/](https://www.linkedin.com/in/simon-read-a2a97757/)

 ![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/e/e7a49795e8a1743c62e2c0e6a15e0553a8c872f9.png)

---

<div class="post-metadata">

**Author:** ![John\_Borelli](https://sea1.discourse-cdn.com/flex019/user_avatar/integration.keap.com/john_borelli/32/11880_2.png) [@John\_Borelli](https://integration.keap.com/u/John_Borelli)\
**Post date:** [April 27, 2018, 11:11pm UTC](https://integration.keap.com/t/email-retention/38373/8 "2018-04-27T23:11:28Z")

</div>

Hi @Simon_Read,

Is Dianne a user in Infusionsoft or just a contact (non user). I’m asking because users do have a setting to link POP/IMAPI accounts. For contacts, that option isn’t available but if it’s a user that might be something to followup on.

---

<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 28, 2018, 2:31am UTC](https://integration.keap.com/t/email-retention/38373/9 "2018-04-28T02:31:32Z")

</div>

Hi John,

Diane is only a contact, not a user of Infusionsoft, Lisa and Janet are  
employees and users of Infusionsoft.

Cheers.

_If it involves the PPSA, involve me._

_Simon Read_

Director | _EDX (WA) Pty Ltd_

![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/b/bc7dea7e362eca622c3786671b01dbd07873b4ef.png)

_T:_ 08 6246 0440 | _M:_ 0408 542 100 |_W:_ www.edxppsr.com.au | \*E: \*  
simon.read@edxwa.com.au [http://www.edxppsr.com.au/](http://www.edxppsr.com.au/)

PO Box 164, Claremont Perth WA 6910

_Experts in Personal Property Securities_

DISCLAIMER: This email is intended solely for the use of the addressee and  
may contain information that is confidential or subject to professional  
privilege. If you have received this email in error, please notify the  
sender immediately. This email should not be construed as legal advice.  
No person is entitled to rely upon or act on any comments made, but instead  
should seek appropriately qualified opinion prior to taking or refraining  
from taking any action.

[https://www.linkedin.com/in/simon-read-a2a97757/](https://www.linkedin.com/in/simon-read-a2a97757/)

---

<div class="post-metadata">

**Author:** ![John\_Borelli](https://sea1.discourse-cdn.com/flex019/user_avatar/integration.keap.com/john_borelli/32/11880_2.png) [@John\_Borelli](https://integration.keap.com/u/John_Borelli)\
**Post date:** [April 29, 2018, 4:15pm UTC](https://integration.keap.com/t/email-retention/38373/10 "2018-04-29T16:15:44Z")

</div>

Hi @Simon_Read,

So I’m wondering if the user association isn’t the common factor to that working as you’ve described. Have Lisa and Janet been setup on their user records to use the POP/IMAPI settings? Has the user records had to be changed in the past (I don’t know of course, just listing possible paths for it happening as you’ve described).

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<div class="post-metadata">

**Author:** ![Carl\_Bischoff](https://sea1.discourse-cdn.com/flex019/user_avatar/integration.keap.com/carl_bischoff/32/129_2.png) [@Carl\_Bischoff](https://integration.keap.com/u/Carl_Bischoff)\
**Post date:** [April 29, 2018, 11:00pm UTC](https://integration.keap.com/t/email-retention/38373/11 "2018-04-29T23:00:17Z")

</div>

Hi Simon  
How did you go with the Sync plugin?  
I’m in Australia and happy to get on a call with you to understand your issues.

---

<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 30, 2018, 9:55pm UTC](https://integration.keap.com/t/email-retention/38373/12 "2018-04-30T21:55:17Z")

</div>

Thanks John,

I’ve passed your suggestion to out IT crew.

Cheers .

_If it involves the PPSA, involve me._

_Simon Read_

Director | _EDX (WA) Pty Ltd_

![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/b/bc7dea7e362eca622c3786671b01dbd07873b4ef.png)

_T:_ 08 6246 0440 | _M:_ 0408 542 100 |_W:_ www.edxppsr.com.au | \*E: \*  
simon.read@edxwa.com.au [http://www.edxppsr.com.au/](http://www.edxppsr.com.au/)

PO Box 164, Claremont Perth WA 6910

_Experts in Personal Property Securities_

DISCLAIMER: This email is intended solely for the use of the addressee and  
may contain information that is confidential or subject to professional  
privilege. If you have received this email in error, please notify the  
sender immediately. This email should not be construed as legal advice.  
No person is entitled to rely upon or act on any comments made, but instead  
should seek appropriately qualified opinion prior to taking or refraining  
from taking any action.

[https://www.linkedin.com/in/simon-read-a2a97757/](https://www.linkedin.com/in/simon-read-a2a97757/)

---

<div class="post-metadata">

**Author:** ![Simon\_Read](https://avatars.discourse-cdn.com/v4/letter/s/7c8e57/32.png) [@Simon\_Read](https://integration.keap.com/u/Simon_Read)\
**Post date:** [April 30, 2018, 9:56pm UTC](https://integration.keap.com/t/email-retention/38373/13 "2018-04-30T21:56:24Z")

</div>

Morning Carl,

I’ve passed your suggestion to my IT guy (as I’m hopeless) and we’ll see  
how it goes. All the very best.

Cheers.

_If it involves the PPSA, involve me._

_Simon Read_

Director | _EDX (WA) Pty Ltd_

![](https://us1.discourse-cdn.com/flex019/uploads/infusionsoft1/original/2X/b/bc7dea7e362eca622c3786671b01dbd07873b4ef.png)

_T:_ 08 6246 0440 | _M:_ 0408 542 100 |_W:_ www.edxppsr.com.au | \*E: \*  
simon.read@edxwa.com.au [http://www.edxppsr.com.au/](http://www.edxppsr.com.au/)

PO Box 164, Claremont Perth WA 6910

_Experts in Personal Property Securities_

DISCLAIMER: This email is intended solely for the use of the addressee and  
may contain information that is confidential or subject to professional  
privilege. If you have received this email in error, please notify the  
sender immediately. This email should not be construed as legal advice.  
No person is entitled to rely upon or act on any comments made, but instead  
should seek appropriately qualified opinion prior to taking or refraining  
from taking any action.

[https://www.linkedin.com/in/simon-read-a2a97757/](https://www.linkedin.com/in/simon-read-a2a97757/)
