Connect Outlook

Connecting Outlook to One Good Card lets you send follow-up emails from your own mailbox instead of a generic sender address, keeping your outreach consistent with how you'd normally reach out to a contact. This guide walks you through connecting your account and using it to send emails and schedule invoice follow-ups.

What Outlook Integration Lets You Do

Once connected, you can:

• Send emails from your mailbox
• Schedule invoice and invoice follow-up emails

Every email sent through One Good Card using this integration goes out from your actual Outlook address, so recipients recognise it as coming directly from you.

How to Connect Outlook

1. Log in to your One Good Card dashboard.
2. Go to Integrations.
3. Find Outlook and click Connect.
4. Sign in with your Microsoft account when prompted.
5. Authorise One Good Card to send and schedule email on your behalf.
6. Once authorised, you'll be brought back to One Good Card with Outlook connected.

How to Send an Email from Your Mailbox

1. Open a deal from your CRM pipeline.
2. Click Nudge and choose Email as your platform.
3. Compose your message, or use a saved messaging template.
4. Click Nudge to send.

The email goes out from your connected Outlook account, and a copy will appear in your Outlook Sent Items folder as usual.

How to Schedule Invoice and Follow-Up Emails

Scheduling is available specifically for invoices and invoice follow-ups sent through the Invoice Generator.

1. Open your invoice or quotation in Invoice Generator.
2. Click Send via Email.
3. Choose to schedule the send instead of sending immediately.
4. Select your preferred date and time.
5. Confirm to schedule.

For unpaid or unsigned invoices, you can also set up scheduled reminders that follow up automatically at set intervals. Refer to the Scheduled Reminders help article for a full walkthrough.

Scheduled invoice emails and reminders go out automatically from your connected Outlook account, even if you're not logged in to One Good Card at that moment.

✨ Pro Tips:

• If your company uses a shared Outlook mailbox alongside a personal one, confirm which account is connected before sending your first invoice, so payment replies land where your team expects them.
• Schedule invoice reminders to go out earlier in the work week. Follow-ups sent on a Friday afternoon tend to sit unread until the following Monday.
• Test the connection with a low-stakes email first, such as a quick note to a colleague, before relying on it for client-facing invoice communication.