How to Auto-log Interactions by BCC

Want to know whenever an email is sent to a relationship, but don't want to track it all manually? No problem! You can auto-log any email sent to anyone in your MonkeyPod by using the BCC interaction function.

In general, how does the BCC function work?

Just by including a special email address on the "bcc" line of an email, you can have that email interaction recorded directly in your MonkeyPod! That's right, you can send an email to a funder/donor/vendor/volunteer/etc. from your Gmail, Outlook, or other mail client and have that interaction added to their record in your MonkeyPod automatically.

To get started, choose Relationships > Interactions from the main menu in your MonkeyPod, then select the "Configure" tab. You'll find the email specific to your organization there.

Include that unique email address on the "Bcc" line for any email messages you'd like to record as interactions:

When you do that, MonkeyPod will match the relationship to their email address or create a new one as needed, and enter an "Email" action on their interactions log. 

Frequently Asked Questions

What if the person I am emailing isn't in my MonkeyPod?

No problem! A relationship record will be created for them and the interaction will be tracked in that new relationship!

What if the person I am emailing is "householded" under another relationship record?

No worries! Your MonkeyPod will log the interaction under the person's record and you also have the option to view the interaction in the parent record by clicking "Include all household" when viewing the parent record's interactions. Here's an example of the interactions for a relationship that is the head of the household. The first entry shown is for a relationship "householded" under the primary relationship—it is visible here once "Include all household" is selected.

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