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.

Watch a video about communicating with prospects and customers:

Here’s what we cover in this article:

• How it works
• Connecting your Gmail account
• Composing an email
• Working with email templates
  • Using email template placeholders
  • Creating an email template
  • Editing an email template
  • Deleting an email template
• 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.

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.
Deactivating a ChartMogul user	ChartMogul retains a user’s emails after they are deactivated.

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 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 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.

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.

For example, to address a recipient by their first name, write in an email template:

Hi {{contact.first_name}},

If you select this template when emailing Samantha Smith, ChartMogul will replace the text with:

Hi Samantha,

Some placeholders require customization. If you want to include a custom attribute in an email template, replace the custom_attribute_name in {{customer.custom.custom_attribute_name}} with the actual name of the attribute:

If you need anything, don’t hesitate to contact {{customer.custom.account_manager}}.

When emailing a customer whose account manager is Adam, ChartMogul will replace this template text with:

If you need anything, don’t hesitate to contact Adam.

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
{{customer.custom.custom_attribute_name}}	A custom attribute you’ve added to the company. For example, if the custom attribute is called Marketing_channel, use {{customer.custom.Marketing_channel}}
{{customer.stripe.stripe_attribute_name}}	A custom attribute imported from a supported billing system. For example, if the custom attribute in Stripe is called account_id, use {{customer.stripe.account_id}}

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
{{contact.custom.custom_attribute_name}}	A custom attribute you've added to the recipient. For example, if the custom attribute is called role, use {{contact.custom.role}}

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 the template you want to edit and make any changes as needed.
3. Click Save.

Deleting an email template

1. Navigate to Data Platform > Manage > Email Templates.
2. Click a template you no longer need.
3. 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.
4. 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 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. The draft is saved automatically as you type.

Discarding an email draft

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

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