By integrating Mailwise with kintone, you can send out and manage emails based on kintone app information.
For example, if you have a customer information management app in kintone, you can use Mailwise integration features to do the following.

• Send out multiple emails at once to customers filtered in your app
• Use your app to manage email templates for sending out emails to multiple users at once
• Fill in email templates with customer information registered in your app
• Use your app to check each of your customer's history of emails sent and received in Mailwise

To integrate Mailwise with kintone, the following conditions must be met.

• You must be using kintone and Mailwise in the same domain.
  If you are not yet using both kintone and Mailwise, sign up for a plan or free trial as needed.
• You must be using kintone with either a free trial or a kintone license plan that allows the use of plug-ins.
  If your kintone license plan does not allow the use of plug-ins, you will not be able to integrate Mailwise with kintone. However, Mailwise can be integrated with kintone regardless of which Mailwise license plan you are using.

For details on which license plans support the integrating of Mailwise, refer to the product website below.
Pricing and license plans (Only available in Japanese)

To use Mailwise integrated with kintone, the following conditions need to be met.

• You need to be able to use both kintone and Mailwise.
  If any users who are to send out emails are not yet able to use both kintone and Mailwise, they need to be allowed to use both services by a cybozu.com administrator.
  For information on how to allow the use of a service, refer to the following page.
  Service Availability

• You must be using kintone on a PC.
  Mailwise integration features cannot be used when using kintone on a smartphone.

This section explains how to set up Mailwise integration using customer information and email templates managed in a kintone app.

To complete the set up, follow the steps below.

Step 1: Prepare your apps
Step 2: Install the Mailwise Connector plug-in in kintone
Step 3: Add the plug-in to your customer information management app and configure the settings

Prepare the following two apps in kintone.

• A customer information management app
• An email template management app

Prepare an app for managing customer information (e.g., customer company names and email addresses).

Place fields for registering customer information on the app form.
To use Mailwise integration features, place the following fields on the app form.

• A field for registering an email address
  Use a Link field (with its type set to Email address) or a Text field.
• A field for displaying email history
  Use a Blank space field. In the field's settings, specify an element ID of your choosing. You will use this element ID when setting up the Mailwise Connector plug-in.

Once you have finished creating the app form, register customer information on the app.

Prepare an app for managing email templates. Each template will be managed as a separate record.

Place fields for entering an email subject and body text on the app form.

• A field for entering a template name
  Use a Text field.
• A field for entering an email subject
  Use a Text field.
• A field for entering the body text of an email
  Use one of the following fields.
  • A Text field
  • A Text area field
  • A Rich text field

Use variables to specify where you want field values to be inserted in the email's body text.
For the variables, enter the field codes of the fields you want to use enclosed in half-width percent (%) symbols.
Example: If the field code of the field you want to use is "Company", enter "%Company%".

The following fields can be used to insert values in the body text of an email.

• Text fields
• Number fields
• Radio button fields
• Link fields
• Lookup fields
• Drop-down fields

A kintone administrator needs to install the Mailwise Connector plug-in in kintone administration.

For details, refer to the following page.
Adding plug-ins from the Plug-in marketplace

In your customer information management app, add the Mailwise Connector plug-in and configure its settings.

1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
   

2. Select the App settings tab on the App settings screen, then click Plug-ins under Customization and integration.

3. On the Plug-ins screen, click Add plug-in.

4. On the Add plug-in screen, select the checkbox for the Mailwise Connector plug-in, then click Add at the bottom right of the screen.

5. Click App settings in the message displayed at the top of the screen, or click Back to app settings at the bottom left of the screen.

Next, configure the settings for the Mailwise Connector plug-in.

1. Select the App settings tab on the App settings screen, then click Plug-ins under Customization and integration.

2. Click the Settings icon to the right of Mailwise Connector.

3. On the Plug-in settings screen, configure the settings.

4. Check the settings and click Save.

5. Go back to the App settings screen and click Update app at the upper right of the screen.

6. On the confirmation dialog, click Update app.
   The settings of the plug-in will be applied to the app.

This section describes the items on the Plug-in settings screen.

• Sending Type
  Select the checkbox for the sending type you want to use.

  • Individual sending
    Send emails to customers individually.
  • Bulk sending
    Send emails to multiple customers at once.

• E-mail Space
  Select the Mailwise email space to use for sending emails. You can select from the email spaces that are available to you.

• E-mail Application
  Select the Mailwise email application you want to use for sending emails. You can select from the email applications available to you in the email space selected under E-mail Space.

• To Field
  Select a field to use for inserting email addresses into the To field of emails.

• CC Field for Individual Sending
  Select a field to use for inserting email addresses into the CC field of emails.

• BCC Field for Individual Sending
  Select a field to use for inserting email addresses into the BCC field of emails.

• Template
  To use an email template managed in your app, select the Use kintone app as a template checkbox.

• Template App
  This item is displayed when the Use kintone app as a template checkbox is selected.
  Select the app that you use to manage email templates.

• Template Name Field
  This item is displayed when the Use kintone app as a template checkbox is selected.
  Select the field that is used for entering a template name in your email template management app.

• Subject Field
  This item is displayed when the Use kintone app as a template checkbox is selected.
  Select the field that is used for entering an email subject in your email template management app.

• Body Field
  This item is displayed when the Use kintone app as a template checkbox is selected.
  Select the field for entering email body text in your email template management app.

• Blank Space Field used for History
  To display customers' Mailwise email history on the Record details screen, select the element ID of a Blank space field.

This section explains how to send emails to customers and check customer email history from a kintone app with Mailwise integrated.

Follow the steps below to select a customer from your customer information management app and send them an email individually.

1. Open the Record details screen of the record with the information of the customer to whom you want to send an email.

2. Select an email template from the drop-down menu, then click Compose E-mail.
   You will be taken to the メールの作成 (Compose email) screen in Mailwise. The email recipient field and body text will be automatically entered according to the email template you selected.

3. On the メールの作成 (Compose email) screen, modify the content of the email as needed, then click 送信する (Send).

4. On the メールの送信 (Send email) screen, confirm the content of your email, then click 送信する (Send).

Follow the steps below to filter customers in your customer information management app and send out multiple emails at once.

1. On the View screen, filter the records of the customers to whom you want to send emails.

2. Select an email template from the drop-down menu, then click Compose E-mail.

3. Click OK on the confirmation screen.
   You will be taken to the 配信確認 (Delivery confirmation) screen in Mailwise. The email recipient field and body text will be automatically entered according to the email template you selected.

4. On the 配信確認 (Delivery confirmation) screen, modify the content of the email as needed, then click 送信する (Send).

5. Click OK on the confirmation screen.
   The 配信実行 (Execute delivery) screen will appear. Confirm the details of your sent emails.

If you have specified a field under Blank Space Field used for History in the Mailwise Connector plug-in settings, email histories will be displayed in your customer information records.
If there is phone call or visitation history associated with a customer's email address, it will also be displayed.

The following items are displayed in a customer's email history.

• Date and Time:
  Shows the date and time when an email was delivered or received. Dates from the current year are displayed with the year omitted.
• Title:
  Shows the email title. Clicking the title will bring up the email details screen in Mailwise.
• Type:
  Displays one of the following.
  • Name of the email app where the email is saved
  • Bulk sending