Sending Email
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Watch the video tutorial below to learn to send email to clients and prospects individually, in bulk, and automatically. Sending a Single Email From a Specific Record Open a record (client, session, invoice, etc.). Click the Communication tab of...
FAQ – Email Block Lists
Last Updated: July 15, 2026Q: Why didn’t my client receive my email? A: A client may not receive an email from you for several reasons. Read on to find out about Block Lists and the Allow Email Marketing feature in Spectra and Stratus Desktop. Email Block Lists Block lists are a feature of the StudioPlus Mail service. When an email...
FAQ – Email ISP Limits
Last Updated: July 15, 2026Q: What are my Internet service provider’s limitations and how do those limitations affect my ability to send emails from Spectra/Stratus? A: The emailing features in Spectra/myStatus are powerful marketing tools, but there are limits imposed by your Internet Service Provider (ISP). Here are some great tips to make sure you will not be slowed...
FAQ – Exporting Email Addresses
Last Updated: July 15, 2026Q: How do I export a list of names and email addresses? A: Filter your data to find the clients that have email addresses and then export the names and email addresses. Instructions Here’s how to export a list of just names and email addresses: 1. Create and apply a filter to the Clients hub...
Setting up Email
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Setting up outgoing and incoming email is really two different things. Outgoing email is set up in one step, while setting up incoming email is a two-step process. The following is a step-by-step guide to help you set up...
Gmail outgoing
Last Updated: July 15, 2026Outgoing Email With all the security breaches that have been happening outside of our software with people’s email addresses, Gmail has tightened their security in an effort to prevent them. With that in mind, we need to set up both Stratus/Spectra and Gmail at the same time. You’ll want to start in Stratus/Spectra (Maintenance >...
FAQ – Setting up Gmail: Outgoing and Incoming
Last Updated: July 15, 2026Outgoing Email With all the security breaches that have been happening outside of our software with people’s email addresses, Gmail has tightened their security in an effort to prevent them. With that in mind, we need to set up both Stratus/Spectra and Gmail at the same time. You’ll want to start in Stratus/Spectra (Maintenance >...
Features of Email Messages
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. The Email record holds the information for about an email that has been sent to a client. For information about setting up the software to send and receive email Setting up Email. The Email Record Email Menu and Ribbon Email...
Gmail Error 5.7.0
Last Updated: July 15, 2026*Note – These steps are for the error with outgoing email only. For incoming email, please refer to this page and the incoming section. These steps require you to log your Gmail account, please ensure you are using the correct email address. You will need to create a new App Password as the existing one...
FAQ – Setting up Outlook 365 for Incoming
Last Updated: July 15, 2026In order to meet tighter security measures established by Microsoft, and to keep your data safe, we’ve now enabled Outlook 2023 OAuth (Outlook Authorization). You need to follow the directions provided by Microsoft here. 1. Go to Maintenance > Communications > Email Boxes, under General Information, complete the following: Description– The name of the email box...