How is this feature going to help you?
- No more copying emails into comments
- Better visibility for everyone of customer interactions
- Build a more complete customer history
What does it do?
We will display email threads on timelines on the web only (for now) as can be seen below:
There is a timeline entry on the main, customer and user Timelines and the call report with the subject, time, recipients, and mapped customer. If you hover over the email on the timelines, you will see a preview of the body and if you click on it the email opens in full screen so you can read the entire text.
You’ll also be able to remove the customers linked to the email or delete the email entirely.
How does it work?
We have a unique email per instance available on the timelines and in your settings.
When you include the email address in an email thread (Forward, Bcc), Skynamo;
- receives the email text,
- makes sure you’re a verified user and
- Tries to match contacts (within your customer profiles) with the email/s in the email thread (see image below).
Once we’ve mapped an email to a contact (and therefore customer/s), the email plain text will be displayed on the main, customer and user timelines.
For frequent emailers, it could be best to either add the unique email address as a contact in their mail provider or set up automatic rules bcc rules:
- Microsoft: https://support.microsoft.com/en-us/office/automatically-cc-carbon-copy-someone-on-every-email-you-send-0e8e32e9-777f-49fc-878f-41ed7c58677a
- Gmail: https://chrome.google.com/webstore/detail/auto-bcc-for-gmail-by-clo/bfhaienophdigbdknjamfcbhinmmnbha?hl=en
To find your unique email click on the Add dropdown on your Timeline and select “Send Emails to Timeline”. This will then present a box with your unique email address linked to your Skynamo user.
So, after finding your unique email to copy in, and ensuring the receiver of your email is added as a contact on one of your Skynamo customers’ profile, compile your email in your mail as you would normally, and then ensure that you CC or BCC in your unique code.
After your mail has been sent, it will be visible on your Timeline:
What doesn’t it do?
- It currently only works on Web, so it doesn’t show emails on mobile devices.
- It only shows plain text, so won’t show attachments or images.
- You won’t be able to see emails sent to people who aren’t listed as a contact in Skynamo yet
For any further questions, or if you need assistance in setting this up, please do not hesitate our Support team at firstname.lastname@example.org