Messages & Mailing Lists
This section explains how ZeyOS handles individual email communication and list-based outbound communication. Depending on your role and setup, the live interface may emphasize your inbox, shared postboxes, or mailings first, but all of those workflows belong to the same communication area.
Use This Section When You Need To
- Read, reply to, and organize incoming email.
- Compose messages with templates and attachments.
- Maintain mailing lists for team-wide or customer communication.
- Connect an IMAP or SMTP account so ZeyOS can send and receive mail.
Not to be confused with
- Messages = day-to-day email communication.
- Mailing Lists = reusable recipient lists for bulk delivery.
- Campaigns = broader marketing activities managed in CRM.
Typical Workflows
- Connect the technical mailbox in Setting up Mail Servers.
- Process daily email in Using the Inbox.
- Build or maintain distribution groups in Managing Mailing Lists.
- Link important messages to tickets, opportunities, contacts, or campaigns.
Topics
- Using the Inbox - Navigate mailboxes, read messages, compose and reply, use templates, and manage attachments.
- Managing Mailing Lists - Create mailing lists, add participants, send list-based mailings, and connect mailings to campaigns.
- Setting up Mail Servers - Configure the server connection required for sending and receiving email.
Recommended Next Reading
- Servers - Full server reference for mail, DAV, and feed integrations.
- Tickets - Turn communication into service work.
- Campaigns - Use mailing lists in broader marketing activity.
- Managing Contacts - Keep recipient data clean and reusable.