Email privacy - how excluded emails work

Adding emails to the excluded list will ensure that correspondence to/from contact email addresses that exist in the CRM will not be logged in OnePageCRM. 

Plans: If you're on the SMB, SMB Plus or Enterprise plans you'll have the option to add emails to an excluded emails list.

In this article:
Add an email to the Excluded emails list
Exclude an email from the Contacts page
Remove an email from the excluded list

Add an email to the Excluded emails list from the Email page

You can add email addresses to the Excluded email list from the Email page.

1
Go to the  Email page → select  Excluded emails → type the email address you wish to exclude in the box → Add.

2
Once added, the list of email addresses you've excluded will be found on the List of globally excluded email addresses.

Add email to the Excluded emails list from the Email settings page


1
Go to your User Profile / Initials (in the top right-hand corner) → Select  Apps and Integrations → under  Communication Apps, select  Email.

2
Select Privacy → under  List of globally excluded email addresses: type the email address you want to exclude → Select  Add

3
The list of all email addresses you've excluded will be found under the list of  List of globally excluded email addresses: along with  Emails associated with OnePageCRM users (also excluded) list.

Exclude an email from the Contacts page

1
Open the contact from which you want to retrieve the email history → click on the t hree grey dotsEmail SyncToggle Email Sync is ON for this contact.


Remove an email from the excluded list

You can remove an email from the excluded list in three places:

  • Email page
1
Go to the Email page → Excluded email list → click on the bin icon beside the email address you want to exclude.

[screenshot required] 


2
The email address will no longer be excluded and any new incoming email will be synced.
  • Email settings
1
Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations → under  Communication Apps go to  Email.
2
Privacy → under  List of globally excluded email addresses, click on the bin icon beside the email address you want to exclude.
[screenshot required] 
3
The email address will no longer be excluded and any new incoming email will be synced.
  • Contacts page
1
Open the contact from which you want to retrieve the email history → click on the t hree grey dotsEmail SyncToggle Email Sync is OFF for this contact.
2
The email address will no longer be excluded and any new incoming email will be synced.
NOTES
  • Email privacy is only available for those on the SMB, SMP Plus, and Enterprise plan. It is not available for accounts on the legacy plan. 
  • Email correspondence containing excluded contact email addresses/domain name will never be synced by OnePageCRM.
  • If an email containing an email address/domain name that is in the excluded list as well as other multiple recipients, the email will not be stored in OnePageCRM for none of the contacts included in the email as recipients even if they are added as contacts within OnePageCRM.
  • The Email Sync field will not appear in the Contact page form if there is no email address associated with this contact.
  • If you manually remove excluded email addresses from the List of excluded emails, the contact containing that email will be automatically enabled for Email sync.
  • From the moment an excluded email address/domain is removed from the List of excluded emails, email correspondence for the associated contacts will be synced in OnePageCRM.
  • Only Account owner and Administrators have access to view the full list of excluded emails. Sub-users can only view the list of emails that they've manually excluded.

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