Integrating Gmail for an Email Campaign

Table of Contents

Overview

Setting Up the Integration

Sending Campaign Emails on Behalf of Colleagues

Security FAQ

Integration Overview

With Findem's Gmail integration, you can send Findem campaign emails directly from your mailbox instead of the Findem email platform. This also enables the ability for you to send emails "on behalf of" another user or an alias email address.

Findem uses the official OAuth APIs provided by Gmail to allow us to perform automated outreach on your behalf to prospective candidates for recruiting purposes. Key functionalities include:

• The Findem Admin user consents/connects the integration to let Findem to send emails, get replies, and create labels all from their Gmail to enable Findem's automated outreach functionality.
• Findem uses standard Gmail APIs to send emails and get relevant replies (if emails are sent to candidates via Findem).
• Findem users will have delegated access, giving them the ability to access emails for users who performed OAuth authentication. 

Note:

The use of an Alias address for authentication is not supported by Findem. You must use a functioning Gmail mailbox only.

Setting Up the Integration

Note:

In addition to setting up your Gmail client to let Findem send emails on your behalf, you'll need your IT admin to whitelist Findem.ai as a domain to ensure your team is notified of any alerts from Findem.

1. As the Findem Admin user, head to the Settings page.
2. Under the Senders section, click Connect Gmail Account.
   
3. Choose your linked profile or confirm the name and email displayed on the pop-up and click Sign in with Google.
   
   
    
4. You will be redirected to the Google Sign In page. Follow the instructions and sign in to the account you wish to connect with Findem.
   • Note: The email selected here MUST be the exact same as the one added in the previous step within Findem. If inviting another user on your behalf to connect their Gmail, ensure you have told them the exact email address of theirs that you connected. Otherwise, the user will receive an error upon authorization. 
     
5. Click on the Allow button to allow Findem access to your Google Account. For more on what Findem is requesting from Google, check out the Security FAQ section below.
   
6. You will be directed back to Findem. You should see your connected account in the Gmail senders section.
7. Now that your Gmail is connected to Findem, you can proceed with the next steps for creating email campaigns.

Verifying Your Email Connection

To verify your email sender account is properly connected or reconnected in Findem, navigate to your account settings page. Look for the email sender configuration section and confirm that the connection status shows as active. You can also check if campaigns are able to be sent and if there are no pending reconnection notices.

If your email appears as connected but the option to send emails is not available, try the following:

• Confirm on the Senders Email Integration page that the specific email address is listed and the connection status is Active.
• Check that your seat, license, or role includes outbound email/send capabilities. A connected sender does not guarantee that the email action will appear if your permissions restrict emailing.
• Confirm that you are viewing a page or profile type where the send/email action is expected to be available.
• If the connection is active, you are using the correct account, and you should have emailing access but the send action still does not appear, capture screenshots of your settings and the missing action and contact your account admin or Findem Support to have your permissions reviewed and updated if needed.

Send Campaign Emails on Behalf of a Colleague

Once the integration is complete, you're now able to send campaign emails directly from your Gmail address, or connect and send the email as a colleague.

First, you'll need to invite the colleague to connect their email address to Findem via email.

1. From the campaign in question, choose to send it from Connect/Send as Colleague (Gmail).
2. Click Invite a colleague, then input their name and email address. An email will go out to them. Then they will need to follow the steps below to allow permission for using their email address.

Note, have your colleague follow these instructions exactly as written. They will NOT need a Findem account to do this.

1. The email will look like this image. Have your colleague follow the connection steps below:
2. Once you click to connect your Gmail account, you'll be redirected to approve some access on behalf of Findem (see Security FAQ below for more information on this).
3. Once connected, you'll see a "Connection Successful" message, along with a Log in link. DO NOT click it. Your job is finished, and your colleague may now use your email address to send emails on your behalf. You DO NOT NEED a Findem account, nor need to log into Findem. You can close the window.

Once your colleague's email has been successfully connected (by them following the steps above):

1. From the campaign in question, open the Send From dropdown and scroll to the bottom where you'll see Other Options.
2. Choose Connect/Send as Colleague (Gmail).
3. Proceed with the on-screen prompts, logging in to the Gmail account where you want to send from.
   

Security FAQ

Q: With this integration, can Findem read my company's emails?

A: The outreach functionality in Findem takes labels/categories and email history as inputs to classify any relevant replies using email headers/metadata. Only relevant reply emails (replies to a user's Findem campaign) are read by Findem's technology.

The matching of the relevant emails are done using Labels/Category, SMTP/Message Identifier, Thread Identifier and Sender/Receiver & Subject. Findem does not use this email content in any manner (anonymized or otherwise) other than providing value to the end user to whom the email belongs.

Q: Why does Findem require read and write access to my company's emails?

A: Findem requires write access in order to allow our customers to send messages to prospective candidates using the customer's email domain directly from the Findem platform. Findem does not draft/write/send emails on our customer's behalf. The campaign functionality within Findem can be used to send a single/series of pre-scheduled emails to a shortlist of candidates. This functionality in Findem is highly customizable with the use of campaign variables (which are unique values based on the candidate profile), outreach scheduling, sending emails on behalf of Hiring managers etc.

Findem integrates with the user's email client so that the user can reach out to prospective candidates from their own inbox.

Findem does not read any emails from the user's inbox except for the specific emails sent from campaign functionality using Findem (detailed in the previous section). We track these emails to provide value to the customer like showing user responses within the Findem platform, stopping the campaign for the candidates who responded, and showing metrics on campaigns such as what percentage of candidates have expressed interest.

Q: What APIs are being used in this integration?

A: This integration utilizes the Gmail API. For full detail on the Gmail API, check out this article from Google Dev Center.

Have additional questions about security? Please feel free to contact your dedicated Customer Success Manager or the Support team!