FAQ: How Do I Record in the CRM That I Sent An Email From My Email Account to a Contact?

FAQ: How Do I Record in CRM That I Sent An Email From My Email Account to a Contact?

1. You can record a task or interaction to do this (see this tutorial on recording tasks and interactions), but there is an even simpler step: simply use your CRM “BCC Address” in the BCC line of your email and CRM will automatically record that the communication was sent to the contact. Note: This will only works for existing contacts in CRM.
2. To find your BCC Address, click on the Username Drop down in the upper right hand corner and select Account.

   

3. Scroll down to the bottom of the Organization Info page to the Cc/Bcc Email for CRM field (please note: the email address here pictured is for our demo system. Each Fundly CRM client has their own Cc/Bcc Email for CRM address. Make sure you are using your organization’s personal address and NOT our demo account address).

   

4. Copy and paste the Cc/Bcc Email for CRM address into the BCC field of your email.

   

5. After sending the email, view the contact record of the contact(s) that the email was sent to. In the Timeline on the right hand side , you will see an entry for email/acknowledgments/engagement history of the contact record.
6. Click on the Email Entry  to see the details of the email.
7. Note: System does not delete the timeline entry in real-time, as deleting is resource consuming process. We have weekly scheduler, which runs during the weekend to clean up such entries. (Same for all kind of timeline entries- communication, event, membership etc.)

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