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Email Sync (BCC to Funraise)

Sync emails sent from an external email provider (Gmail, Outlook, etc.) to Funraise via BCC or CC

Tony Sasso avatar
Written by Tony Sasso
Updated over 2 weeks ago

This feature is not included in all plans.

How it works

Sync email communications with donors from external email providers (Gmail, Outlook, etc.) by including your organization's Inbound Parse Email in the To, BCC or CC recipient fields. Email communication that is sent to Funraise is synced as a Supporter Interaction record.


Access your Inbound Parse Email

Your organization's Inbound Parse Email can be accessed in Settings > Email Addresses > Inbound Parse Email

This is the email address you'll need to include in the To, BCC, or CC field for an email you want synced with Funraise. Your organization's email sync address is unique to your organization and can be used by any member of your team.

Your Inbound Parse Email uses your organization's Funraise Id and looks something like this: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx@parse.funraise.io


Syncing email communication

When your Inbound Parse Email is included in the To, BCC, or CC address fields on an email, the content will be synced with Funraise.

Here are three ways emails can be synced with Funraise:

1. You send an email to a donor

When sending an email to a donor, include your Inbound Parse Email in the CC or BCC field. For example:

2. A donor responds to your email

A donor's response to your email can be also be synced if the donor includes your organization's Inbound Parse Email in the CC, or BCC fields of their response.

Tip: If you've included your Inbound Parse Email in the CC field, when a donor selects Reply All when replying, their response will be automatically synced. For example:

3. You forward an email to your organization's Inbound Parse Email

You can also forward an email to your Inbound Parse Email address and that email will be synced with Funraise. It's common to forward emails to Funraise, especially in the case where a donor responds to you but does not include your organization's Inbound Parse Email with their reply. For example:

From: Your Name <you@organization.org>
​
---------- Forwarded message ---------

From: Debbie Donor <debbie@example.com>

☝️ Important

For a forwarded email to be synced with Funraise, the forwarded email must contain a From: email address in the forwarded email header, as shown above. This is the how your email provider will format emails by default, so generally you'll be good to go πŸ‘


What happens when an email is synced?

When an email is synced with Funraise, an Interaction record is created for the matching Supporter.

Synced data includes:

  • Interaction Type (Email)

  • Assignee (team member based on matched email address)

  • Completed Date (Sent Date)

  • Subject (Email Subject)

  • Note (Email Body)

Opening the interaction record will display the email body content:

πŸ“Ž Attachments

If the synced email contains an attachment, the file name will be displayed at the bottom of the synced content and the attachment can be accessed from the Supporter's Attachments list.


Good to know

πŸ€” Should you CC of BCC?

It depends! In most cases, you'll likely include your Inbound Parse Email in the BCC field. This is because a BCC is not seen by the recipient and using a BCC may create a more personal experience.

If you include your Inbound Parse Email in the CC field, the donor will see that email address, but it also may ease your workflow when the donors sends a Reply All response because that response would then be automatically synced with Funraise.

Images in the email body may not synced

Image files included as attachments are synced. Images that are only included in the body content of an email may not be synced. Although, some email providers will include an image the has been intentionally placed into the body of the email as an attachment, so it's possible and likely that some images in the email body are synced.

Only team member and organization email addresses can be use to create interactions

Synced email communication must include one of your team member's platform email address (the email address they use to log in to Funraise) or one of your Organization's Email Addresses.

Emails with more than three recipients are not synced

If there are more than three email address in the To, BCC, or CC fields in total, an email interaction will not be created. This means that only direct 1:1 email communication between a donor and a member of your team can be synced.

Emails are only synced for existing Supporters

Interactions are only created if the synced email includes an email address for a Supporter that exists in your platform. If you attempt to send an email to your Inbound Parse Email address and that email does not include an email address of an existing supporter, the email is not synced.

If one of the recipient email address on a synced email is both a Supporter and platform user, interactions are not created

This is a rare case, but this rule is in place to avoid ambiguous or unnecessary interaction record creation and assignment.

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