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Integrating your Email into the Platform
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Modified on: Wed, 16 Nov, 2022 at 7:37 PM

To Integrate Your Email Account:

When you integrate your professional email account, we scan your account for email communications with influencers in our media database. So, any emails that include a recipient’s email address matching that of an influencer in our database (TO/FROM/CC/BCC) are pulled into the platform. We will continue to pull in email data for as long as you have your account connected to the platform.

Email history is shared account-wide for contextual purposes. This means you and your colleagues can view your entire team's email communications to the media to ensure you're not duplicating efforts or missing out on opportunities!

***NOTE: In order to use Personalized Pitching and Email Announcements, you must integrate an email account. BEFORE INTEGRATING AN EMAIL ACCOUNT, SET UP AN EMAIL INTEGRATION BLOCKLIST (Click Here to Learn How!).

When Verifying and/or Integrating an Email Account, you will have 2 Options, so think ahead about which types of emails you plan to send from the platform.

A. Verify My Account (Default): This begins the email verification process but does not integrate your email, therefore, emails from your inbox will not be pulled into the platform. This process will allow you to send Email Announcements, but will not integrate your email to send Personalized Pitches.

B. Integrate and Verify My Account: This begins the process to integrate an email address for Personalized Pitching, and will also verify the email address you would like to add. This will trigger the platform to pull in emails from your inbox containing the email address of contacts in our Connect Database. This process will allow you to send both Email Announcements and Personalized Pitches.

To Integrate your Email Account:

Have you set up an email integration blocklist yet? This should be set up before you integrate an email account. Click here to learn how!

1. Start by navigating to your name in the upper right-hand corner of the screen and click the downward arrow. 2. Select Settings from the dropdown
3. Once there, select the Email tab. 4. Click on Connect Now or Add Account (if someone has already connected an account). 5. Read through Cision's Email Integration agreement and click Accept.
You will be met with two options: A. Verify My Account (Default): This begins the email verification process but does not integrate your email, therefore, emails from your inbox will not be pulled into the platform. This process will allow you to send Email Announcements, but will not integrate your email to send Personalized Pitches. B. Integrate and Verify My Account: This begins the process to integrate an email address for Personalized Pitching, and will also verify the email address you would like to add. This will trigger the platform to pull in emails from your inbox containing the email address of contacts in our Connect Database. This process will allow you to send both Email Announcements and Personalized Pitches.
A. Verify My Account (for sending Email Announcements Only)
Complete Steps 1-5. Click here to navigate to those steps. 6. Add a valid email address that actively receives email messages, then click on the Send Email Verification button. NOTE: You must have access to the inbox or the manager of the inbox must approve the use of the email address (next step).
7. A confirmation email will be sent to the inbox of the email address you entered in step 2. Open the email and click on the Continue to Verification button.
8. A new webpage will open and you will click on the Verify my Email button.
9. Once verified, you’ll be brought back to the email settings page. You should see your email address listed in the Email Accounts section. At this point, you’ll be able to send email announcements from the app and view communication history with journalists/influencers in our Connect database.
10. To set the default email address you would like to use, click on the dropdown arrow next to Actions and select the Make Default option. 11. To Disconnect an email account that has been added, click on the dropdown arrow next to Actions and select the Disconnect Account option.
After verifying a new email address (see above), our system will identify if the domain name for that address has already been authenticated. If it has not, you will be given the ability to send a request to our Support team via a support ticket to start the manual process of domain authentication.
When a verified email address includes a domain name that is not yet authenticated, the application will display a yellow banner in two locations:
Performance Snapshot Page within the Message Center: Click on the Go to the settings page link.
Email Settings Page: Click on the Contact Support link.
A. From field. This is a field that will automatically prepopulate with the email address you verified. This field is editable in the event you need the support ticket sent to a different email inbox. B. Body of the email that will be sent to the support team. They are trained on how to handle this type of request and will respond with the next steps for you to begin the Domain Authentication process. This field is not editable. It should include all domain names that are pending authentication. This means that if multiple users have verified multiple email addresses that are at a variety of domain names, the list under “Email Domains” could be longer.
Once a request has been sent via the application, the copy in the banner will change on the Email Settings Page to reflect that the request is in progress. If another user on your account happens to add a new email address domain, the banner state will change back to allow the other user to fire off another support request. While the request is pending, the banner call to action will change from “Contact Support” to “DKIM setup in progress, chat with support”. Click on the DKIM setup in progress, chat with Support link to open the Chat window, allowing you to request a status update or make another inquiry to the Support Team.
B. Integrate and Verify My Account (for sending Email Announcements and Personalized Pitches)
Complete Steps 1-5. Click here to navigate to those steps. 6. Next, you'll enter your email address and click Sign-in. You’ll either be brought to your organization’s email sign-in page or you’ll be able to use ours. NOTE: The URL on the initial sign-in page will include api.nylas.com. Nylas is a service that we use to ensure compatibility with a wide range of email services. More details about Nylas can be found here: https://www.nylas.com
7. Once integrated, you’ll be brought back to the email settings page. You should see your email address listed in the Email Accounts section. At this point, you’ll be able to send Email Announcements and Personalized Pitches from the app and view communication history with journalists/influencers in our Connect database.
8. To set the default email address you would like to use, click on the dropdown arrow next to Actions and select the Make Default option. 9. To Disconnect an email account that has been added, click on the dropdown arrow next to Actions and select the Disconnect Account option.
After verifying a new email address (see above), our system will identify if the domain name for that address has already been authenticated. If it has not, you will be given the ability to send a request to our Support team via a support ticket to start the manual process of domain authentication.
When a verified email address includes a domain name that is not yet authenticated, the application will display a yellow banner in two locations:
Performance Snapshot Page within the Message Center: Click on the Go to the settings page link.
Email Settings Page: Click on the Contact Support link.
A. From field. This is a field that will automatically prepopulate with the email address you verified. This field is editable in the event you need the support ticket sent to a different email inbox. B. Body of the email that will be sent to the support team. They are trained on how to handle this type of request and will respond with the next steps for you to begin the Domain Authentication process. This field is not editable. It should include all domain names that are pending authentication. This means that if multiple users have verified multiple email addresses that are at a variety of domain names, the list under “Email Domains” could be longer.
Once a request has been sent via the application, the copy in the banner will change on the Email Settings Page to reflect that the request is in progress. If another user on your account happens to add a new email address domain, the banner state will change back to allow the other user to submit another support request. While the request is pending, the banner call to action will change from “Contact Support” to “DKIM setup in progress, chat with support”. Click on the DKIM setup in progress, and chat with Support link to open the Chat window, allowing you to request a status update or make another inquiry to the Support Team.