Connecting your email account to ChartMogul lets you send and receive emails in-app while automatically logging sales-related conversations with new and existing customers. All synced emails appear in the customer record, making it easy for teammates to access conversation history and respond to urgent queries when needed.

Watch a video about communicating with prospects and customers. On July 24, 2024 we changed the name of Data Platform to Settings & Data.

Here’s what we cover in this article:

• How it works
• Connecting your email account
• Adding an email signature
• Composing an email
• Working with email templates
  • Creating an email template
  • Editing an email template
  • Deleting an email template
• Using email template placeholders
• Working with the blocklist
  • Adding a blocklist item
  • Removing a blocklist item
• Working with email drafts
  • Creating an email draft
  • Discarding an email draft
• Disconnecting your email account

Before you begin

Ensure contacts with email addresses are being imported into your account. ChartMogul uses this information to import and sync emails. Learn more in our ChartMogul CRM setup guide.

How it works

When a user connects their email, ChartMogul imports emails from their account, matching them with contacts (based on their email address). After the initial import has concluded, ChartMogul will automatically sync any new emails and display them on the relevant customer records.

There are also several additional details you should understand and consider when using email with ChartMogul.

Connecting your email account

To connect your Gmail or Microsoft account to ChartMogul:

1. Sign in to the Google or Microsoft account you’d like to connect to ChartMogul CRM.
2. Navigate to Profile > View Profile > Email.
3. Click Sign in with Google or Sign in with Microsoft.

If you’re using Gmail:

1. Click Continue to authorize ChartMogul to access your Gmail account.
2. Check Select all to allow ChartMogul to view your email messages and settings and send email on your behalf.
   
3. Click Continue.

If you’re using Microsoft email, click Accept to authorize ChartMogul to access your email, Microsoft profile, maintain your data and send emails on your behalf.

Adding an email signature

Create a signature that ChartMogul will append to your emails:

1. Go to Profile > View Profile > Email Signature.
   
2. Use any of the following methods to enter your signature content:
   • Write your signature from scratch using the rich-formatting tools provided.
   • Copy and paste your existing HTML-based signature. ChartMogul retains any images and links.
     
   • Select Edit as HTML, paste the HTML code of your signature into the dialog and confirm by clicking Apply.
     
3. Click Save to apply your edits.

Composing an email

Send emails to contacts using the app interface. Each company in ChartMogul is a customer and a customer record includes multiple contacts.

1. Navigate to a customer record.
2. Click the Email   icon above the list of activities or next to a contact.
3. Enter the contact(s) in the To field. If the customer has no contacts, click Add contact, fill in the details and click SAVE.
4. Add the email address for any additional recipients in the CC or BCC field.
5. Enter a subject line.
6. Compose your email, including any placeholders and text blocks you wish to use or select Choose a template.
7. Click the paperclip   to attach a file.

Finally, click Send.

Working with email templates

Save time and ensure consistent messaging for emails you send frequently by creating a template.

Creating an email template

1. Navigate to Settings & Data > Manage > Email Templates.
2. Click Add Template.
3. Give your template a unique name in the Template name field.
4. Compose the body of your email, including any placeholders you wish to use.
5. Click Save.

ChartMogul creates the template and adds it to the Choose a template drop-down when composing an email.

Editing an email template

1. Navigate to Settings & Data > Manage > Email Templates.
2. Click the template you want to edit and make any changes as needed.
3. Click Save.

Deleting an email template

1. Navigate to 
2. Settings & Data > Manage > Email Templates.
3. Click a template you no longer need.
4. Click DELETE.

Using email template placeholders

Placeholders allow you to dynamically insert user, customer and contact data stored in ChartMogul into your emails and email templates. Once you’ve added a placeholder, ChartMogul populates email drafts with data from your account. Learn more.

Working with the blocklist

Add email addresses and domains to your blocklist to prevent ChartMogul from importing unwanted emails to customer records. For example, spam accounts, individuals who requested not to contact them or your competitors’ domains.

Here’s a detailed explanation of how the blocklist works:

Adding a blocklist item

1. Navigate to Settings & Data > Manage > Email Blocklist.
2. Click Add a Blocklist Item .
3. Enter the Name for the contact you need to block.
4. In the Email field, enter an email address (mary@myriapodlabs.com) or domain (myriapodlabs.com).
5. Click Save.

ChartMogul deletes the contact’s email history and will no longer import emails from the blocklisted address.

Removing a blocklist item

1. Navigate to Settings & Data > Manage > Email Blocklist.
2. Locate the contact you need to unblock and click Unblock.

ChartMogul imports the contact’s email history and will update automatically with any new emails.

Working with email drafts

Save an email draft to return to it at a later time. ChartMogul saves the changes of the last user who edits the draft. When drafts are sent, ChartMogul specifies the sender as the user who sends the email.

Creating an email draft

1. Navigate to a customer record.
2. Click the Email   icon.
3. Compose your email. The draft is saved automatically as you type.

Discarding an email draft

1. Navigate to a customer record.
2. Locate the draft.
3. Click the Delete icon.

Disconnecting your email account

Disconnect your email account to stop ChartMogul from importing new emails.

1. Navigate to Profile > View Profile > Email.
2. Click Disconnect Email Account.

Next Steps

• When a lead is qualified, create an opportunity to begin the sales process.
• Add additional data points to contacts and opportunities using custom attributes.