Email journaling will automatically track and log emails back and forth from your email client onto your contact records in Crelate. As long as an email is listed in Crelate you can send emails from your email provider and have that log in Crelate.

**Please Note** For assistance in the setup of email journaling beyond the instructions listed below, please connect with your provider directly. Crelate does not directly assist in the setup of email journaling and relies on the experts at each given vendor. While Crelate looks to offer supporting documentation, please note that the UI of each vendor changes frequently and you should always consult Office 365 for their latest documentation and instructions.

To get started, please navigate to Settings | Journaling and add your domain (For example, if your email address is example@crelate.com, you will add crelate.com as the domain).

If there are any email addresses that you wish to never journal emails for, you can add them to the Email Exclusions list.

This gives Crelate Administrators the ability to exclude all emails associated with a specific email address, blocking them from getting journaled. It is important to note that Crelate will still receive the message, so as a best practice, we recommend you configure the rules directly from your email server so that the email is filtered out and never passed over to Crelate. You can add/delete email addresses by using the “+” and “-“ buttons on the top corner. Once you are done, be sure to click “Save” on the top.

IMPORTANT: The best and preferred way to prevent emails from being journaled in Crelate is to configure your email server to never send them to our servers for processing. This can be done via rules in Exchange, Office 365 or Gmail. If that option is not available, for convenience, we’ve added the ability to filter them on the Crelate Servers.

Next, to enable email journaling via Office 365 Exchange, please view the instructions below:

Note: To enabled email journaling, you must be both an admin within Office 365 as well as in Crelate

1. To start navigate to the 9 dot menu and select Admin

2. Next, select the Admin dropdown and choose Advanced.

3. Sign in to your Exchange account.

4. You'll next need to add a Mail Contact

5. The mail contact can follow the below formatting. For external email address, please use: mailbox@crelatejournaling.com

6. Next, navigate to Journaling Rules to add that mailbox.

7. Select the recently created mailbox and then save.

8. Once completed, instead of having to add a new rule for each individual user, you can instead create a group of your users to add to Email Journaling. To do this, you will want to select the option under Recipients | Groups. You will then want to select the option to Add a group.

From there, you will want to select the group type of Mail-enabled security.

You can then navigate to the next section to create a name for your group and fill out any additional details.

You will then continue through to all the next steps. You will need to assign an Owner for the group, which will ideally be the Admin for the email provider (in this case, if setting this up, you can add yourself as the owner). You will also need to add Members of your team to be included in this group (including yourself!) and apply any additional settings before finishing the creation of the group.

Please note: When initially creating a new group, you will only be able to add a total of 20 members. However, once the group is created, you can then go back and edit it to include any additional members you want to have in the group.

For more detailed instructions for each of these steps to set up a group, please refer to the Microsoft article HERE.

9. Once your group is created, select the plus sign to begin creating your rule. You can also easily navigate to the Journaling Rules Setup HERE. Please then return to Crelate as you will need to cut and paste information from Crelate into this section.

9. Copy the text show below

10. Once copied, return to paste in the Send Journal Reports To section as you'll see in the first line below. Under the If the message is sent to or received from section, you'll want to select the group you created for Email Journaling.

11. After the group is selected, select the drop down for External Messages Only.

Please note: If you are only setting up the Email Journaling for one specific user, you can still create the rule as an individual user rather than using a group.

12. Final Step! Once completed for your group or an individual user, please ensure the boxes are CHECKED. An unchecked box (as shown below) will result in email messages not journaling. This should be checked by default but it is always worth a double check!

Not an Office 365 User? Head to the link here to learn more about setup and options for G Suite.