How do I connect my Email and SMS?

Before Momentum Automation Center (mAC) can send messages on your behalf, you need to grant it permission. Follow these steps to connect your communication channels.

1. Connect Your Email

Integrating your actual email account ensures that automated messages look personal and that client replies go straight to your normal inbox.

How to Connect:

1. In mAC, navigate to User Settings (click your username on the top nav bar) > Integrations.
2. Locate your email provider (Gmail, Outlook, or IMAP) and click Connect.
3. Follow the popup prompts to log in and authorize the permissions.
4. Verification: Once finished, your email should appear in the list with an "Active" label on the right side.

Note: If you change your email password in the future, you must return here to Re-Connect.

2. Connect Your SMS

SMS connectivity is managed through your main Agency Management System (AMS) settings, which then syncs to the Automation Center.

How to Connect:

1. In the main Momentum AMS, find Text Messaging / SMS in the left navigation bar.
2. At the top right, click the 'Actions' dropdown menu and select your SMS provider.
3. Follow the prompts to authorize your account.
4. Done! Once authorized here, mAC will automatically detect and use this connection for your automated texts.

Pro Tip: Want to customize your email signature or set business hours? Check out our guide on Customizing Your User Profile.