General

Anvert is a web-based app that makes it possible to spend less time on tracking the email conversations in your business. Anvert helps you to see through all the company mailboxes as putting all the emails that belong together of all the mailboxes into one piece of conversation.

Is Anvert available for web and as an installable software?

At the moment Anvert is only available for web platforms. A version that can be installed right on the computer is currently under development.

What kind of security measures does Anvert use to protect its users?

We work with third-party security services, and run regular tests and network scans to reduce vulnerabilities and security threats to the data we manage. You can manage the users of your account via the settings. We encrypt the transmission of data using industry-standard encryption. Anvert is compliant with the EU Privacy Shield Framework.

How can we take advantage of Anvert in our business?

With Anvert you can entirely control the emailing of your business. Anvert supports its users with built-in reports, easy-to-use custom filters, combined email conversations and several helpful features. There won’t be unanswered or forgotten letters and dissatisfied customers. Anvert makes it easy for leaders to monitor their colleagues’ performances and with the easy-to-use surface you can save time!

What is the difference between the trial and the full version?

With the trial version we provide a free 14-day trial opportunity for every newly registered customer. After the trial version has expired, in order to use every feature of Anvert you have to subscribe for the desired monthly plan.

It doesn’t contain a calendar.

Log in

Check if you have filled out the fields correctly (e.g.: correct email address, password)

If you have forgotten your password, ask for a reminder by clicking ‘I forgot my password’.

Write in your email address and click on ‘Send password reset link’ button. A few seconds later you will get an email with a password reset link. By clicking on it you will be redirected to a page where you can add your new password.

In case of any error please contact our customer service.

Registration

Registration

In this case use your personal data (tax id, ZIP, city, address). In the ‘Company name’ field write your own name.

You can add it after the registration steps in the ‘Summary’ page or after the trial period when you subscribe for the full version.

Of course you can. You can do that under Subscription menu by clicking ‘Subscription change’. 

Domain settings

Under the Email account menu if you click on the ‘Domain settings’ button you can add the data of your email provider. In the ‘Email provider’ drop-down list you can choose from the most popular email providers (Gmail, Yahoo, Outlook) or you can choose ‘Unique’ setting. In this case we can add any email provider who supports IMAP protocol.

Can Anvert manage mailing accounts with IMAP and POP protocol?

Anvert can only manage email providers with IMAP protocol.

How to connect your Gmail account to Anvert

If you have signed in and clicked on ‘Switch to full version’ a new window will automatically appear. Here you can add email accounts to Anvert. In the email provider field select ‘gmail.com’, then click on save, and after that on ‘Connection to Gmail’. You will be directed to gmail.com. Here you have to log in to the desired email accounts. A message will appear. Click on ‘Advanced’ and then on ‘Go to anvert.com‘. In the next two windows click ‘allow’ in both cases. After that, you will be redirected to Anvert, where you have to select the Inbox, the Sent, and the Trash folders. The last step is to click on ‘Save’. You have successfully added an email account to Anvert.

Check that IMAP is turned on

  1. On your computer, open Yahoo.

  2. In the top right, click Profile than on Personal Info.

  3. On the left, select Account Security.

  4. Click Create App Password or Manage App Password.

  5. Select the app from the drop-down menu or create your own by clicking Generate.

  6. Log in ANVERT and click on ‘Email Account Settings’.

  7. Add your email address and the generated code.

Please contact your email providers customer service.

Does Anvert support your email provider?

It supports every email provider that has an accession via IMAP protocol. Besides that, you can choose from the most popular email providers, like Gmail, Yahoo and Outlook.

How can I set up IMAP to see Gmail messages?

Check that IMAP is turned on

  1. On your computer, open Gmail.

  2. In the top right, click Settings .

  3. Click Settings.

  4. Click the Forwarding and POP/IMAP tab.

  5. In the “IMAP access” section, select Enable IMAP.

  6. Click Save Changes.

Enabling access for less secure applications

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  1. On your computer, open your Google account.

  2. Click on Security panel on the left.

  3. In the bottom of the page there is the Less secure app access panel. Click on Turn on access.

Check that IMAP is turned on​​

  1. On your computer, open Onbox.

  2. In the top right, click Settings.

  3. Click Emailing.

  4. In the Enabling client – IMAP/POP+/SMTP section click Enable.

  5. Click Save.

Check that IMAP is turned on​​

  1. On your computer, open Outlook.

  2. In the top right, click Settings.

  3. Click Sync emails.

  4. In the POP and IMAP section, select Yes.

  5. Click Save.

Please contact your email provider’s customer service.

Email accounts

In the Email Account menu you can add new accounts to Anvert by clicking on ‘Add email account’ and ‘Emails without account list’.

The difference is that Emails without account list (or system accounts) are the ones that are related to our business but we wouldn’t like to download their accounts or log in with them. An example is info@anvert.com. 

By clicking on ‘Add email account’ you can add the account’s email address and username, and we need the password of the account too to access the emails successfully. By clicking on ‘Testing’ you can check that you added the connection data correctly. You have to add the desired incoming and outgoing folders. You can select these in the drop-down list with ‘Inbox’ and ‘Sent’. If everything is ready, then click on ‘Save’.

I reached the maximum number of email accounts. What to do if I would like more?

In this case you should switch for a bigger subscription plan. You can get more information on https://www.anvert.com/pricing/

By clicking on ‘Emails without account list’ you can add the account’s email address and a username. If you are ready click on ‘Save’.

When I tested the email account I got the following message: ‘Wrong data or IMAP access doesn’t set correctly.’ What to do now?

In this case the fields are not correctly filled out. You should check if the Domain settings are correct and if you have enabled the IMAP accession at your email provider.

Enable access after the Critical Security alert arrived

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  1. On your computer, open Gmail.

  2. Click on the email with the subject line ‘Critical security alert‘.

  3. Click ‘Check activity‘.

  4. Click ‘Yes, it was me‘.

Threads

No, Anvert provides the opportunity to see through your emails. This way your colleagues don’t have to learn a new system: they can manage their emailing as they have done so far. The only difference is that the leader will or can see everything.

What to do if my emails are not downloaded?

First check if the ‘Domain settings’ under the Email account menu are correct. Then check the accounts data as well. Click on ‘Edit’ on the row of the account and click on ‘Testing’.

In the Thread page select the desired thread and then on the right where the thread appeared from the two button click on ‘Close a thread’ or ‘Delete a thread’.

If you recently changed the language of your Gmail account, open the ‘Email Accounts’ menu and click on ‘Edit’ that belongs to the email account in the spreadsheet. In the ‘Email settings’ pop-up window add the password of the account and click on ‘Testing’. Then check that the inbox and sent folders are set correctly, and then save changes.

What happens if I delete an email in Anvert?

Deleting an email in the system has no effect on your email account. You can only remove the desired threads from Anvert.

The Answered category is a thread where an employee of the business answered the last email of the client.

The Unanswered category is a thread where employee of the business answered the last email of the client.

Select the desired thread. Click on the ‘Delete thread’ button that appeared on the right over the threads.

Account settings

You can change the user data, the account data, the billing data and the account setting in the Account menu.

User data

You can see the creation date of the account, the related email address, name and username.

Billing data

You can change the billing data you added during the registration later.

Account data

Users can change the account data if they would like to change the type of the account from company to private or vice versa.

Time zone settings

You can set the desired time zone from the drop-down list.

Account settings – Grouping emails

In the Account settings menu you can set the grouping of emails as follows:

  • Emails move to internal category

  • Newsletter move to promo category

  • Delete spam emails

Anvert is currently available in Hungarian, English, German and Spanish languages.

Anvert can download emails back to 2 days.

Filters

In the Filter menu under ‘Filters’ you can create filters to filter your incoming emails.

To add a new filter click on ‘Add’, where you can set the followings:

Field:

  • ​From email
  • From name

  • From domain

  • Subject

Filter: 

  • Start

  • End

  • Like

  • Equal

  • Not equal

Value – Filter criteria.

You can use combined filters if you click on + and create a new rule. If you have filled the fields you just have to save the filter.

Please, when you add the criterion, be sure to use data that is only regarded to the emails you would like to filter.

Yes. You can set the parameters under Filters menu if you click on ‘Add filter’. In the first drop-down list you can select the from email address from name and from domain that you would like to filter. Moreover, you can filter by the subject of the email.

In the second drop-down list you can add the occurrence of the searched sample (start, end, like, equal, not equal).

Let’s see an example if you choose From email option:

Subscription

To change your subscription go to the Subscription menu and click on ‘Change subscription’. After you have selected the desired subscription you can simply return to Anvert. (The user’s card will be automatically debited with the incurred additional costs.)

What happens if the trial period expired?

If you added your payment data during registration and the trial period is expired, then the status of your subscription will be active.

If you did not added your payment data during registration and the trial period is expired, then the status of your subscription will be overdue. To activate the subscription you have to add your payment data.

Will my card data will be deleted from the system if I cancel my subscription?

Card data will be not deleted.

What happens if I cancel the trial period?

Until the end of the trial period you can cancel the service free of charge.

If you added your payment data during registration and you cancel your subscription in the trial period, then the status of your subscription will be deleted. To reactivate the subscription you have to add your payment data again.

 

If you did not added your payment data during registration and you cancel your subscription in the trial period, then the status of your subscription will be overdue. To activate the subscription you have to add your payment data.

How can I cancel my subscription?

To cancel your subscription go to Subscription menu and click on ‘Delete subscription’.

To activate your subscription go to Subscription menu and click on ‘Activate subscription’.

Dashboard

Our built-in reports help the management to have insights into the day-to-day email activity and set customized KPIs on emailing habits. Dashboard shows historical data of emailing habits and allows you to dig up the facts behind the numbers.

What does response time and average response time mean?

The response time in the spreadsheet shows the daily average response time of the employee in the row. The average response time in the chart shows every employees’ average response time for the specific day, back to 5 days.

On the right side of the dashboard there is a chart where you can see the threads related to certain email addresses. In the pop-up list if you click on the email you can open the thread, and you can easily close or delete it at the same time.

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