Email Journaling and Set Up
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Email journaling is an advanced server-to-server configuration that will automatically track and log emails back and forth from your email client onto your contact and candidate 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 automatically.

The process works by configuring your mail server to forward a copy of every email to our servers for consideration and processing. Crelate will only accept and log emails that are found on records in your Crelate database, and meet the Crelate Journaling rules you configure (such as ignoring Private messages or Spam messages).

Only robust email servers such as Microsoft Exchange, Office 365 and G Suite support journaling. Traditional and basic SMTP/IMAPI/POP only servers do not support this feature.

IMPORTANT: When configuring email journaling, it is important to understand the scope of messages that are sent to Crelate for processing. You are in control of what messages are sent to Crelate for processing. For example, if you do not want HR emails logged, it is important that you set up rules on your mail server to filter such messages out, before they are sent to Crelate for processing.

**Crelate Business Plus customers may enable this for up to 2 different domains.**

To enable email journaling, you'll need Google Apps for Work, GSuite basic package, Microsoft Exchange Online P2, Office 365 Business Premium (or higher), or Microsoft 365 E3 and higher. With how frequently these vendors change plans and subscriptions, we always recommend connecting with your provider directly to inquire if your plan supports email journaling. If you use those providers, you can refer to the guides below to set up email journaling. For those already with email journaling set up and are just looking to add 1 user (or more), we do have a guide for that as well for Office 365 customer.

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