Ausgehende E-Mails in Samdock dokumentieren

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In Samdock kannst du wichtige E-Mails und E-Mail Verläufe in der Kundenhistorie des jeweiligen Kontakts dokumentieren. In diesem Artikel zeigen wir dir, wie du ausgehende E-Mails in Samdock ablegst.
Für eingehende E-Mails besuche unseren Artikel zur Dokumentation von eingehenden E-Mails.

Um ausgehende E-Mails in Samdock zu dokumentieren, musst du diese neben den regulären Empfängern auch an eine Account-spezifische BCC E-Mail Adresse senden.

⚠ Bcc steht für „Blind carbon copy“, im Deutschen auch oft "Blindkopie" genannt. Samdock kann damit die E-Mail dem richtigen Account zuordnen. Der reguläre Empfänger kann nicht sehen, ob und an wen eine BCC E-Mail versendet wurde.

So geht's:

Wenn du innerhalb von Samdock auf das E-Mail Symbol klickst, öffnet sich automatisch dein bevorzugtest E-Mail Programm und die E-Mail, die du nun schreibst, wird automatisch dokumentiert. Du musst nichts mehr weiter tun.

mceclip1.png

Wenn du die E-Mail nicht aus Samdock heraus startest, gehe wie folgt vor:

1. Gehe ich die Einstellungen und klicke auf "E-Mail Logging"

2021-04-09_14_09_07-Samdock.png

2. BCC E-Mail Adresse für die Weiterleitung kopieren

Du findest nun zwei verschiedene E-Mail Adressen. Kopiere die E-Mail Adresse unter "Sende E-Mails mit folgender Adresse im BCC" in deine Zwischenablage.

2021-04-09_15_27_02-Samdock.png

3. Füge die BCC Adresse vor dem Absenden zu deiner E-Mail hinzu

Schreibe nun deine E-Mail und füge im BCC Feld bei den Empfängern die eben kopierte E-Mail Adresse ein. Wenn du die E-Mail nun versendest, wird diese automatisch beim richtigen Kontakt in der Historie hinterlegt. Bitte beachte, dass der reguläre E-Mail Empfänger mit seiner Adresse in Samdock vorher als Kontakt angelegt sein muss.

⚠ Wichtig: Damit die E-Mail erfolgreich hinterlegt wird, muss die E-Mail Adresse, von der aus du sendest, auf der Whitelist deines Samdock Accounts stehen. Deine Account E-Mail ist automatisch auf der Whitelist, jede weitere E-Mail Adresse musst du manuell hinzufügen. Lese mehr dazu im Artikel Whitelisting von E-Mail Adressen.

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