If no matching record is found, a new constituent will be created. Matching is done based on name and or email alone if no name information can be parsed.For instance, an email address string like "Nick Bicknell" which is a common way that named emails come through, will be able to parse out the email and name. Name and email information may be parsed from the constituent's email.NOTE: The constituent email address is the email address you have on record for the constituent. If the email was already sent, you can forward it to create your contact report by placing your Dropbox address into the "To" field, forwarding the email, and then in the body of the email, typing the following:.If the BCC address is in the "To" field, then constituents are matched based on the first "From" address in the body of the message.If the email goes to multiple people, a contact report will be added for each of them. If the BCC address is used, the constituent is matched based on the email address in the "To" field.The Dropbox process receives emails every few seconds and parses the body of the message and any file attachments.When you send a message to a constituent, a copy is automatically added to their record in LGL as a contact report, like the "Email" activity shown here in the Related activity section of the constituent record: In the Email Dropbox section, you can enable the dropbox for each role independently:Īfter you have turned on the Dropbox for Administrators, for example, each Administrator will be able to find their individual Dropbox address on their My profile page:Īdd your Dropbox address to your email contactsĪdd this email to your contacts in your email client, and then you can include it as a BCC address in any email that you send directly to constituents, or that you forward messages from constituents.Īdditionally, if you click on an email address in your LGL account to pull up your email client, the feature will automatically attempt to include the Dropbox address in the BCC field:Ĭreate a contact report by bcc'ing your Dropbox address To turn the feature on, go to your Settings page.
This feature is also a great way to add new constituents to your LGL account, by simply sending an email! Turn on the Email Dropbox feature in your LGL account How great would be if you could just forward or blind copy (bcc) these emails to LGL and let LGL do the work? Thankfully, you can do just that. A note on text formatting in your contact report using the Email Dropbox featureĪ constituent record with a rich contact history is a wonderful thing, but logging in to copy/paste your important email communications each time you send a message can be a barrier to making that happen.Create a contact report by bcc'ing or forwarding a sent email to your Dropbox address.Add your Dropbox address to your email contacts.Turn on the Email Dropbox feature in your LGL account.
Create contact reports by sending email to your LGL dropbox In this article:
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