Email to Slate Gateway

The Email to Slate Gateway is an ideal way to associate constituent email messages with a Slate record, regardless of the external email client you may be using (Gmail, Outlook, etc). Especially for messages that are being sent and/or received outside of Slate (in the case of a personal email address, for example), the Email to Slate Gateway allows selected messages to be added to the appropriate record in Slate.  

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!

      The forwarding address should be kept private; do not include the email address in the To or CC lines when replying to the constituent. 

    4. Periodically, be sure to check the Deliver >> Gateway Inbox tool to review messages forwarded to your personal Email to Slate Gateway forwarding address. Messages that do not auto-match to a person record can be assigned, allowing them to appear on the Timeline tab of the associated record.
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