Email to Slate Gateway

For those not using Microsoft Outlook, the Email to Slate Gateway is an alternative that allows users to associate constituent email messages with a Slate record.

To set up an Email to Slate Gateway:

  1. Select Database from the main navigation. From the Messages section, select Email to Slate Gateway. A popup appears.

    Email_to_Slate_Gateway.png

  2. Copy the email address address and add to your email address book. The email address in the dialog is unique to each user. For this reason, each user should retrieve their own Slate Gateway email address. The structure for the email address is:
    {{your database name}}-{{the user's GUID without hyphens}}@slatemail.technolutions.com
  3. Paste the copied unique email address into the BCC line of your email when replying or forwarding a message.

    Important!

    To ensure the address is private, do not include the email address in the To or CC lines when replying to the constituent.

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