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Connecting and sending email

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Carly Chalmers
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If you’re new to ChartMogul CRM, review our setup guide.

You'll need to have a CRM seat to use email. When using ChartMogul CRM with a free seat, ChartMogul adds “Sent from ChartMogul” to emails sent using the app interface. To remove this, upgrade to CRM Pro.

Connecting your email account to ChartMogul allows you to send and receive emails in-app while also recording sales-related conversations with new and existing customers.

Here’s what we cover in this article:

Before you begin

Ensure contacts with email addresses are being imported into your account using a custom data source. 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.

Detail Impact
Update frequency ChartMogul imports emails in near real-time.
Using CC ChartMogul imports emails when contacts are CC’d on emails.
Using BCC ChartMogul cannot import emails when contacts are only BCC’d.
Duplicate contacts in customer records ChartMogul displays emails on all customer records where the contact is added.
Sending an email to multiple contacts When an email is sent to multiple contacts, ChartMogul displays it on all customer records where the contact is added.
Emailing another user in your ChartMogul account (internal communication) ChartMogul does not import emails sent between users of the same ChartMogul account.
Emailing another user in your organization (internal communication)

ChartMogul does not import emails for users with the same internal domain.

For example, if your email is michael@acme.com then your internal domain is acme.com. ChartMogul does not sync emails sent between acme.com email addresses.
Deleting a contact When a contact is deleted, ChartMogul deletes their emails stored in ChartMogul. This doesn’t impact your email inbox.
Deleting emails It is currently not possible to delete emails using the app interface. However, it is possible to delete emails by deleting a contact or adding their email address to the blocklist.
Deleting a ChartMogul user ChartMogul retains a user’s emails after they are deleted.

Connecting your Gmail account

  1. Sign in to the Google account you’d like to connect to ChartMogul CRM.
  2. Navigate to Data Platform > Manage > Email > Setup.
  3. Click SIGN IN WITH GOOGLE and select your account.
  4. Click ALLOW to authorize ChartMogul to access your Gmail account and import emails.

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 EMAIL. Or, locate the contact and click the email icon.
  3. Enter the contact(s) in the TO field.
  4. Add the email address for any additional recipients in the CC or BCC field.
  5. Enter a subject line.
  6. Compose your email or select Choose a template.
  7. Click the paperclip icon 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.

Using email template placeholders

Placeholders allow you to dynamically insert user, customer, and contact data stored in ChartMogul into your emails. Once you’ve added a placeholder, ChartMogul populates email drafts with data from your account. When sending emails to multiple contacts, ChartMogul populates the template with the first recipient’s data.

Here are the placeholders ChartMogul provides:

User

{{user.name}} The sales person's full name
{{user.email}} The sales person's email address

Customer

{{customer.name}} The name of the company (if the customer is a business and not an individual)
{{customer.city}} The company’s city
{{customer.state}} The company’s state abbreviation in the US
{{customer.state_name}} The company’s state in the US
{{customer.zip_code}} The company’s postal code
{{customer.country}} The company’s country or region code
{{customer.country_name}} The company’s country or region

Contact

{{contact.first_name}} The recipient’s first name
{{contact.last_name}} The recipient’s last name
{{contact.name}} The recipient’s full name
{{contact.title}} The recipient’s title
{{contact.email}} The recipient’s email address
{{contact.phone}} The recipient’s phone number

Creating an email template

  1. Navigate to Data Platform > 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 Data Platform > Manage > Email Templates.
  2. Click EDIT and make any changes as needed.
  3. Click SAVE.

Deleting an email template

This action is permanent and cannot be undone.

  1. Navigate to Data Platform > Manage > Email Templates.
  2. Click DELETE.

Working with the blocklist

To prevent unwanted emails, add a contact’s email to your blocklist.

Adding a blocklist item

  1. Navigate to Data Platform > Manage > Email > Blocklist.
  2. Click ADD A BLOCKLIST ITEM.
  3. Enter the Name and Email for the contact you need you block.

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

Removing a blocklist item

  1. Navigate to Data Platform > 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 EMAIL.
  3. Compose your email and click SAVE DRAFT.

Discarding an email draft

This action is permanent and cannot be undone.

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

Disconnecting your email account

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

  1. Navigate to Data Platform > Manage > Email.
  2. Click DISCONNECT EMAIL ACCOUNT.

Next Steps

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