Send an email directly to a timeline
If you have an email you want to add to Synap, but do not use an email integration or it's an email with a person you are not sharing, you can send that email message directly to one or more timelines.
Sending an email directly to a timeline
- Get the Synap-generated email address for the entity(ies) for which you would like to see the email in the timeline(s).
- Use the search bar to navigate to the entity to which you want to send the email.
- Click on the envelope icon (1 below) near the top of the page.
- When the address pops open, click on the copy icon (2 below) to copy the email address.
Alternatively, you can highlight and copy the address itself.
- Open your email program (e.g. Gmail, Outlook) to the email you want to send to Synap
- Choose to forward the email so you can open up a To: field
- Paste the address(es) you copied into the To: field
- Hit the button in your email program that will send the email
- Give the system some time to process the receipt of your email and then reload the entity's timeline and you should see the new email
- This email can be treated like any other email - you can add Tags, Add to Note, and add Comments with or without @ Mentions
- Only emails sent from email addresses associated with a Synap user in a given account will be accepted by Synap.
- This means responses from external parties to an email that includes a Synap-generated email address will not be visible in Synap.
- Most email programs help auto-complete addresses once you've sent something to that address. Coupled with the fact that the Synap-generated email addresses (e.g. email@example.com) are human readable, this makes it very easy to send one-off messages to Synap for contacts you communicate with often.
- You can also include the Synap-generated email addresses in the CC field of outbound messages. They don't need to be in the To field directly only on forwarded messages.
- Email messages sent directly to a Synap entity's timeline will be date and time stamped as of when they were sent to Synap.
- This is a good option for getting internal only messages into Synap, since the email integrations ignore internal-only email.