Engagifii's Interactions feature allows you to automatically log email interactions with members by using a custom BCC email address, eliminating the need for manual copy/pasting. By simply adding your workspace-specific BCC email address, you can record important emails directly to both member and organization records.
Requirements
- Both the sender and the receiver must be part of the workspace.
- Each individual must be assigned to organizations within the workspace for the interaction to log properly.
Steps to Use BCC Workspace Email Addresses
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Compose Your Email:
- Open your email client (Outlook, Gmail, etc.) and begin composing your email as usual. Address the recipient(s) as needed.
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Add the Workspace-Specific BCC Address:
- In the BCC line of the email, add the unique Engagifii workspace-specific email address. This address ensures the interaction is logged automatically in the Engagifii system.
- Example:
workspace-name@bcc.engagifii.com
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Send Your Email:
- Once your email is ready and the BCC email address has been added, click send.
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Interaction Logged:
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Within five minutes, the email will automatically log in the recipient’s member record and their organization's record in Engagifii.
Note: The email will only be logged if both the sender and the recipient are part of the same workspace and have been assigned to organizations within the system.
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Example
In this example, the sender BCC'd the custom Engagifii workspace email address, ensuring the interaction was logged without any manual input.
Benefits of Using BCC Workspace Emails
- No Manual Logging: Automates the process of recording email interactions.
- Efficient Member and Organization Tracking: Emails are logged to both the member’s profile and their assigned organization's record.
- Save Time: Eliminate the need for manual copy/pasting of email interactions.
This feature is available to all Engagifii customers subscribed to bundles that include the Interactions feature.