Syncing your emails to Planhat gives you a powerful way of storing all customer conversations in your customer platform. Having the email conversation stored in the same place as you have your customer data, contracts, license data and support tickets gives you a true one-stop-shop for your customer success team.
Planhat will only sync emails to or from your customers. We do not sync any internal emails and you can block any specific domains or email addresses from being synced if needed.
🔑 Key Details
Planhat knows who your customers are based on the customer data you have in Planhat and their email domains.
After syncing your email account (see below), Planhat reviews your email meta-data, identifies emails to or from your customers and syncs them.
Planhat will not store any emails that are not customer related - it recognises your customers based on their e-mail domains (@yourcustomer.com) which are stored on each Company in Planhat.
Once set up, every time you or one of your colleagues receives or sends an e-mail from or to a customer, the email will show up in the Company / End User Profiles and in Inbox Pages (depending on how you have configured them).
If you receive an email from someone with the same domain as a Company, but who is not currently an End User in Planhat, Planhat can automatically create an End User using details from the email. This is optional but very helpful in some instances. Note, however, that this requires a unique domain match: if the domain exists on multiple Companies, no End User will be created.
📧 How to Sync Your E-mail With Planhat
🚀Quick tip: if you are looking for specifics on how to sync Gmail and Outlook then check out this article.
1. Click on your name in the top-right corner of your Planhat tenant, and select "Profile".
2. Go to the "Email" tab.
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3. Click "Enable Google account access" (shown above) and then "Enable", and then click through to give the relevant access.
Or alternatively, follow through the Microsoft Outlook flow if you are using that instead.
4. Select the labels/folders you would like to sync (emails in folders not selected will not be synced nor will emails be synced if they are in a sub-folder of a folder selected) and click "Save". You'll see that the text in gray underneath will change to "Email sync for [Google/Outlook] is enabled".
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It can take up to 15 minutes for all emails to appear in Planhat. Often it is easiest to sync your Inbox and Sent items, but if you use customer folders for emails, syncing them is fine.
Once synced, you can see emails on their related Company Profile and in Inbox Pages. The metric "Last Touch" will also update.
Bcc'ing Emails to Planhat
As an alternative, you can also get your sent emails copied into Planhat by bcc'ing the address yourcompanyname@planhatmail.com. We do not recommend this approach as it leads to incomplete customer data existing in Planhat, but in certain use cases it can be helpful.
When emails are bcc'd to Planhat they will be associated with the recipient End User if the End User already exists, but they will not show in chains like normally synced emails. While it's an option that can help in some circumstances, we do not recommend this approach for Customer Success despite its popularity with some CRMs.
Trust us, it's not the way to run a world-class CS team!
How to Exclude Certain Emails From Syncing
Planhat makes sure you're getting all of the information you need about a customer within the platform and that is why Planhat can create a new End User if it detects an email with a domain that matches an existing Company.
This is great so you can make sure to stay on top of everything, but there are certain emails (for example service emails, marketing campaign emails or sensitive emails) that you don't need to be synced and they just end up crowding your view.
First, set up "Internal Domain" (your own domains) to filter out internal communications (e.g. between colleagues). Note that if you have multiple domains (e.g. planhat.com and planhat.co.uk) you need to input all of them!
Secondly, use advanced filtering to block out specific content: read more about it here!
📌 Important to note
Planhat syncs emails from Gmail and Outlook.
When you first sync your emails into Planhat, we look 30 days back so if you sent an email before then it will not be synced. This can be extended up to 360 days if required. Please contact your CSM or Support via chat should you need this extension.
When emailing End Users that are not in Planhat, and you have the "Automatic Detection of New Contacts" setting enabled (talk to your CSM about this), Planhat can auto-create End Users if there's a matching related domain. If you don't have this setting turned on, and you are emailing with a contact who is not an End User in Planhat but does have a related domain, we will not sync this email.
Specific email addresses and domains can be blocked from syncing altogether (contact us if you want to do this as we'll need to update your account).
All synced emails can be removed at any time by the User (e.g. you).
If an email syncs to the wrong Company owing to duplicate related domains, in an Inbox Page, you can move it by clicking the ellipsis button on the email and clicking "Assign to a different company".