Emails and Correspondence
What You'll Learn:
How correspondence tracking works in Uptick
How to view emails for clients, properties, and tasks
How to tag and organize correspondence
Email attachment size limits
Understanding bounced emails
How Correspondence Works
Uptick centralizes all emails related to your business, making it easy to track communication between your team, clients, and contractors.
Automatic archiving: All emails sent through Uptick are automatically saved to the correspondence tab on the related client, property, or contractor record.
Manual archiving: You can also forward external emails to Uptick by adding a BCC to your workspace correspondence email: [workspacename]@emailarchiver.onuptick.com
To link the email to a specific record, include the reference number in brackets in the subject line:
Property:
(P-12345)Task:
(T-12345)
Note: The reference format depends on your workspace sequence settings.
Viewing Correspondence
For Clients
Go to People > Clients
Select a client
Click the Correspondence tab
For Properties
Go to Properties
Select a property
Click the Correspondence tab
For Tasks
Follow the same steps above, but open a task instead to view task-related emails and dispatches.
Tip: Click Open mail window to send an email through your email client. The correspondence email is automatically BCC'd.
Tagging Correspondence
Organize emails by creating custom tags:
Type a tag name in the correspondence tab
Click Create
Tags will appear across all correspondence tabs
Attachment Sizes
Under 15MB: Attachments are included with the email
Over 15MB: A public download link is provided instead
Bounced Emails
When an email sent from Uptick fails to be delivered to the recipient, it is called a "bounce." Uptick will send a notification email to the address listed in your business settings, including:
Recipient email address
Bounce reason (Type/Subtype)
Email subject and send time
The key to troubleshooting is understanding the Bounce Reason provided in that notification. This reason is categorized by Type and Subtype, which helps you determine the necessary action.
Bounce Types
Bounce Type | Subtype | Description | Action |
Permanent | General | Hard bounce with no specific reason | Remove email from list |
Permanent | NoEmail | Email address doesn't exist | Verify and update recipient address |
Permanent | Suppressed | Email is on a suppression list | Contact Uptick support |
Transient | General | Temporary issue (e.g., out of office) | Retry later |
Transient | MailboxFull | Recipient's inbox is full | Retry when resolved |
Transient | MessageTooLarge | Email exceeds size limit | Reduce email size |
Transient | ContentRejected | Content blocked by recipient's provider | Modify email content |
Transient | AttachmentRejected | Attachment type or size rejected | Change or remove attachment |
Undetermined | Undetermined | Insufficient information in bounce message | Check bounce email for details |
Common Troubleshooting: Whitelisting Your Uptick Domain
The most common reason for bounce backs is when the recipient's email security system blocks emails sent from Uptick, even though the email address is valid. This is especially common with large organizations, government agencies, and corporate clients.
How to identify this issue: If the same email sent from your personal Outlook or Gmail account is delivered successfully, but bounces when sent through Uptick, the recipient's IT team needs to whitelist your Uptick sending domain.
Solution:
Contact the recipient and ask their IT team to whitelist your Uptick sending address:
no-reply@[yourworkspace].onuptick.com
For your client's IT team - How to whitelist in Outlook:
Click the gear icon and select "View all Outlook settings"
Select "Mail" → "Junk email"
Click "Add" under "Safe senders and domains"
Enter
no-reply@[yourworkspace].onuptick.comClick "Save"
Additional Checks
If you're still experiencing issues after addressing the bounce type:
Check the Correspondence Tab: Navigate to the Client, Property, or Task record and verify the email appears in the Correspondence tab. If it's not there, the email may not have been dispatched from Uptick.
Verify the Email Address: Check for typos in the recipient's Client or Property profile.
Attachment Size: Ensure attachments don't exceed 15MB (Uptick automatically converts larger files to download links).
Need Help? Contact support via the chat icon (?) or email [email protected]
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