Contactually

Why do you need to connect to my email account? FAQ

Last Updated: Jun 16, 2016 01:49PM EDT
Key Benefits:
- Automatic import of your Contacts from your email account, that you have emailed in   the past.
 
- Initial Sync of Historical Emails going back 180 days.
 
- Automatic sync of both inbound and outbound emails going forward from your email     account.
 
- Automatic sync of any new Contacts you email or reply to going forward.
 
- Reliable reminders to keep in touch with your most important Contacts.

Automatic import of your Contacts from your email account
When you connect your email account, Contactually will check and create a Contact for anyone that you have ever emailed from your email account.  This is beneficial because you will not have to worry about importing a CSV file or manually adding Contacts to Contactually to use the system.   One thing to keep in mind is that we will not import Contacts that are in an address book such as Google Contacts or Outlook Contacts.  We only import Contacts that you have sent an email to prior to connecting your email account to Contactually.

Initial sync of Historical Emails going back 180 days
Not only will you have a solid base of Contacts to work with once you connect your email account, but you will also have a historical log of your prior conversations with those Contacts going back 6 months.  Because of this historical sync, you won't have to wait to receive reminders to Follow-up with your Contacts.  If we see that you have already fallen out of touch with your Contacts based on the rules you place on your Buckets, we will immediately remind you to reach out.

Automatic sync of both inbound and outbound emails going forward from your email account

Once we have your Contacts in your Contactually Account, we can automatically track whether or not you have an interaction with them based on your email conversations. Any email you send or receive will be logged on the Contact's interaction record, so that you can easily find your prior conversations with any Contact.

Automatic sync of any new Contacts you email or reply to going forward
Because Contactually is automatically tracking your emails, we know if you ever send an email to a new Contact, or respond to an email from a new Contact.  When that happens, Contactually will automatically create a new contact record for that person and begin logging any future inbound or outbound emails for that Contact on their interaction log.  Your contact database will grow based on your regular emailing habits because of this.


Reliable reminders to keep in touch with your most important Contacts

Your Buckets will remind you to keep in touch with your Contacts based on your interactions with them.  For the reminder to be reliable, Contactually needs to have up to date records of your conversations with your Contacts.  The easiest and most reliable way to make sure those records are up to date, is by connecting your email account.  Since we will be automatically tracking your emails, we will know if you need to be reminded to reach out to your Contacts because you have fallen out of touch.  We will also know if you don't need to be reminded, because you have stayed in touch with your Contacts. 
 
Read about our security policy here.

To link your email account to Contactually, go to Settings then Email on your settings page.
support@contactually.com
http://assets3.desk.com/
contactually
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
Invalid characters found
/customer/en/portal/articles/autocomplete