Connect Your Email Account to Agility

Connect your Outlook or Gmail account to Agility to send email distributions from your own email address while continuing to use Agility's reporting and reply management features. Connected email accounts are ideal for personalized outreach while keeping all your reporting in one place.

This video demonstrates connecting a Microsoft Outlook account. If you're connecting a Gmail account, follow the Gmail-specific authentication steps below after clicking Connect.

The following steps are the same whether you're connecting a Microsoft Outlook or Gmail account.

At this point, the setup process differs slightly depending on whether you're connecting a Microsoft Outlook or Gmail account.

2. Sign in with your Microsoft account and follow the prompts to authorize Agility to access your email account.

3. Once authorization is complete, you'll be returned to Agility and your connected Outlook account will appear under Data Connections.

If you're connecting a Gmail account, you'll be guided through Google's secure authentication process.

A secure sign-in window will open.

Click Continue with Google.

Select the Google account you want to connect and click Continue.

Google will display the permissions Agility requires to connect your Gmail account.

Review the requested permissions, then click Continue.

Google gives you the option to allow Agility ongoing access to your Gmail account.

We recommend leaving this option enabled.

If ongoing access is not enabled, Google will require you to renew the connection approximately every six months. If the connection expires, scheduled email distributions and other features that rely on the connected account may stop working until the connection is reauthorized.

After reviewing the permissions, click Continue.

After authorization is complete, you'll be returned to Agility.

Your connected Gmail account will now appear in Data Connections and is ready to use.

Once you've connected your email account, you can use it when creating email distributions.

Connecting your own email account also allows you to remove the otherwise mandatory Agility email footer by deselecting Include Footer in the right-hand settings panel.

Note: Connected email accounts are best suited for personalized outreach and smaller email distributions.

You can also email media contacts directly from anywhere within Agility by clicking the Email Contact (pencil) icon next to a contact.

One of the key benefits of connecting your own email account is that you can continue managing replies and reporting without leaving Agility.

After sending a distribution, navigate to Email Reporting to view:

Replies sent to your connected Outlook or Gmail account will also appear within Agility's reporting interface, allowing you to keep your communication organized in one place.

You can reply directly from the reporting interface without switching to your personal inbox.

Agility currently supports:

Additional providers may be added in the future.

Connected email accounts are intended for personalized outreach rather than large-scale email campaigns.

Microsoft Outlook and Gmail both enforce sending limits. Exceeding those limits may temporarily prevent you from sending additional emails.

Agility will display warnings before sending larger distributions.

Sending a high volume of emails from a connected account may cause your email provider to flag the account for suspicious activity or spam.

For best results, use connected email accounts for smaller, targeted distributions.

Connected email accounts are private by default unless you choose to share them during setup.

If you want other users on your account to send emails from the connected address, select the appropriate privacy setting when creating the connection.

Emails sent through a connected Outlook or Gmail account can be viewed in Agility's Email Reporting.

Replies will also continue to appear in your Outlook or Gmail inbox.

Connected email accounts are ideal for:

For larger email campaigns, we recommend using Agility's standard email distribution capabilities.

If you only see other connection types, such as Google Analytics 4 Setup, the Email Account option may not be available for your account.

Please contact Agility Support. They can verify whether Email Connections are enabled for your account and help you get started.

Yes. Agility supports both Microsoft Outlook and Gmail. You can connect supported email accounts by following the appropriate authentication steps for each provider.

Yes. During setup, choose All Users Within This Account if you want other users on your Agility account to use the connected email account. Select Only Me to keep the connection private.

If you don't enable Google's ongoing access option during setup, Google requires you to renew the connection approximately every six months. If the connection expires, email distributions and other features that rely on the connected account may stop working until you reconnect it.

Yes. When sending an email distribution from a connected Outlook or Gmail account, you can remove the Agility email footer by deselecting Include Footer in the distribution settings.

Yes. Replies continue to appear in your Outlook or Gmail inbox and are also available within Agility's Email Reporting, allowing you to manage your communications from either location.

Connected email accounts are intended for personalized outreach and smaller email distributions. Microsoft Outlook and Gmail also enforce their own sending limits, and Agility will display warnings before sending larger distributions.

Connecting your Outlook or Gmail account lets you send email distributions from your own email address while continuing to use Agility's reporting, reply tracking, and communication history.

Connected email accounts are ideal for personalized outreach, direct communication with media contacts, and smaller email distributions while keeping all reporting and replies centralized within Agility.