PatronManager Help

How to Log Emails in PatronManager

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How to Log Emails in PatronManager: https://help.pm.leapevent.tech/a/1578908

There are two ways to log emails to your patrons in PatronManager: emailing from PatronManager, and using Email to Salesforce from your own email service provider.

In this article, we'll show you how to log emails using both of these methods! Specifically, we'll go over:

Let's get started!

Emailing from PatronManager

The simplest way to log emails in PatronManager is to send the emails from within PatronManager in the first place!

Here's how to email from PatronManager!
Go to a Contact record

2. Using the Email tab of the Activity component, click Compose

Click Compose

3. Fill in the Subject and Body of the email

You can manually fill in the Subject and Body of the email to write a custom email to the patron

Manually write an email

Or you can select an email template to use instead!

Select and insert an email template

4. When you're done, click Send

Send

The email gets logged on the Contact record's Activities Timeline

Email logged in Activities Timeline

Setting up Email to Salesforce

You probably have an email service provider that you like, such as Outlook, Gmail, iCloud Mail, or Yahoo! Mail. You can send emails from that client and still log them in PatronManager with just a few extra steps.

Let's get it set up!

1. Click your Profile image and click Settings

Click Settings

2. Click My Email to Salesforce under Email

Click My Email to Salesforce

3. Add your email address in the My Acceptable Email Addresses field

Add your email as a My Acceptable Email Addresses

4. Click Save

Click Save

5. Copy your Email to Salesforce Address

Copy your Email to Salesforce Address

When you email someone from your own email, add this Email to Salesforce Address in the BCC section to log the email in PatronManager!

Using Email to Salesforce

Once you've set up Email to Salesforce, you'll be able to use it!

To use Email to Salesforce, send an email as you normally would using your email service provider, like Gmail or Outlook, and paste your Email to Salesforce Address in the BCC field.

BCC Your Email to Salesforce Address

To more easily use Email to Salesforce in the future, save your Email to Salesforce Address as a contact in your email system!

If you sent the email to someone with a Contact record in PatronManager, your email will be automatically logged in the Contact record's Activities Timeline.

Email logged in Activities Timeline

If you BCCed your Email to Salesforce Address on an email to someone without a Contact record in PatronManager, you'll receive a task to add the Contact record and connect the email.

Task for Unresolved Email
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