Natero

In this article:

• Getting Started
• How Does It Work?
• Viewing Bcc Emails
• Considerations
• Examples

Natero's Bcc feature allows you to capture email messages from Gmail, Outlook, or other email clients, directly in Natero.

Getting Started

To use this feature, first obtain your org-specific Natero Bcc address under IT Admin > Source Overview. Then, simply Bcc your org-specific address on any email message that you’d like to capture in Natero.

Note: You do not need to use the Bcc feature when sending messages from within Natero.

How Does It Work?

Natero receives any email message you Bcc with your org-specific Natero Bcc address.

Natero associates these email messages with accounts based on the "To", "From", and "Cc" addresses found in the message.

If the "To", "From", or "Cc" addresses match a contact in Natero, the message will be associated with that contact's account. If the "To", "From", or "Cc" match contacts in multiple accounts, the message will be associated with each account.

Typically, Bcc emails will appear in Natero within 10-15 mins.

Viewing Bcc Emails

Your Bcc emails can be viewed in:

• Account Details > Communications tab (single account).
• Dashboards > Communications page (multiple accounts).

Considerations

Automatically Bcc Recipients

Some email clients offer an auto-Bcc feature that you can use to automatically include your org-specific Natero Bcc address on every message you send. There are also a number of third-party plugins available that can help you automate your Bcc process.

Capturing Replies

The Bcc email feature only captures messages you send, and each message is recorded as a separate interaction in Natero. To capture replies, enable the auto-forwarding feature in your email client to automatically send incoming messages to your org-specific Natero Bcc email. This will send all incoming messages to Natero, and any message with a matching "To", "From", "Cc" contacts will be associated with their respective accounts.

Please inform support@natero.com to get your verification link for the auto-forwarding setup. 

Forwarded Emails

Natero evaluates the latest "To", "From", and "Cc" addresses in a message -- not the original recipients. When a message is forwarded, only the current "To", "From", and "Cc" addresses will be used to match an account's contact in Natero.

See example ↓

Filtering Natero Users

In some situations, a Natero User may be a contact/user under a customer account.

As a result, Bcc'ed emails from this Natero User will be associated with the account where the Natero User is also a contact. For example, let's say Natero User is a contact for Account X. When Natero User sends a message to Account Y, that same message will also appear under Account X. Remember, this is because Natero User is listed as a contact for Account X.

See example ↓

To avoid this, simply tell us the specific domain (e.g. yourcompanydomain.com) that we should use to filter out Natero Users from Bcc emails.

Common Examples

Example 1: Message to Customer Contact

• TO: bob@acme.com
• FROM: csm@vendor.com
• CC:
• BCC: {org-specific Natero Bcc email address}

Result → Message will be associated with ACME account.

Example 2: Message with CC to Customer Contact

• TO: colleague@vendor.com
• FROM: csm@vendor.com
• CC: bob@acme.com
• BCC: {org-specific Natero Bcc email address}

Result → Message will be associated with ACME account.

Example 3: Forwarded Message

• TO: boss@vendor.com
• FROM: csm@vendor.com
• CC:
• BCC: {org-specific Natero Bcc email address}

Result → Message will NOT be associated with any account.

Unfiltered Natero User

Example 4: Message to Customer Contact

• TO: bob@acme.com
• FROM: csm@vendor.com
• CC:
• BCC: {org-specific Natero Bcc email address}

Result → Message will be associated with ACME account and BOARDLY account.

Example 5: Message to Other Contact

• TO: parker@beta.org
• FROM: csm@vendor.com
• CC:
• BCC: {org-specific Natero Bcc email address}

Result → Message will be associated with BOARDLY account.

Filtered Natero User

Example 6: Message to Customer Contact

• TO: bob@acme.com
• FROM: csm@vendor.com
• CC:
• BCC: {org-specific Natero Bcc email address}

Result → Message will be associated with ACME account.