Inbox Gateway lets you associate constituent email messages with a Slate record, regardless of external email client (Gmail, Outlook, etc).

Especially for messages being sent or received outside of Slate (in the case of a personal email address, for example), the Inbox Gateway allows selected messages to be added to the appropriate record in Slate.

Messages that do not auto-match to a person record can be assigned, allowing them to appear on the Timeline tab of the associated record.

Setting up an Inbox Gateway

There are three ways to get to Inbox Gateway:

• Go to Database → Communications → Inbox Gateway.

• Go to Inbox → Gateway.

• Go to Deliver → Gateway Inbox.

1. Select Connection Instructions.

2. Copy the email address address and add it to your email address book. The email address in the dialog is unique to each user. For this reason, each user should retrieve their own Slate Gateway email address.

   Pre-2023

   Post-2023

   The current structure for the email address is as follows:

   {{your database name}}.{{the user's GUID without hyphens}}@slatemail.technolutions.com

   The current structure for the email address is as follows:

   {{your database name}}.{{the user's GUID without hyphens}}@slate-mx.technolutions.net

3. Paste the copied unique email address into the BCC line of your email when replying or forwarding a message.

🔔 Forwarding address should be kept private. Do not include the email address in the To or CC lines when replying to the constituent.

Periodically check Deliver → Gateway Inbox to review messages forwarded to your personal Email to the Slate Gateway forwarding address.

Inbox Gateway maintenance

It is important to establish a process to regularly and explicitly assign messages in your Inbox Gateway.

Messages received by the Inbox Gateway and matching an existing email address appear on the timeline of the record after at least 15 minutes. This is considered a "soft match," since the timeline displays received messages if the recipient email matches an email address that exists on the device table of a record. If an email address appears on more than one record, then a received email will appear on both records.

The Inbox Gateway will provide you with a list of possible matches. Slate scans the body of the email received in addition to the Sender, Recipient rows to better identify possible matches.

In order to make a "hard match" for a message, a user must assign a message to the appropriate record. Open each message to select a record and assign the message to the appropriate record. Slate provides a suggested record if a matching email address is found. Click on the suggested record to assign the messages to that record, or search for other existing records.

If the record does not exist, it must be created in Slate before the message can be assigned. If a "hard match" is not made, then the message will not appear when querying for messages associated with the person record.

Wait at least 15 minutes after the message is sent before checking the Gateway Inbox to assign messages to records.

Permissions

No special permissions are required to access your own Gateway. To view the Gateway for other users, the Deliver permission is required.

Create New Record

You can create a new record from within the Inbox Gateway. To do so, click on the email in your Gateway. Select Create Record.

Assigning a Message to a Record

In order to make a "hard match" for a message, open the message, select the correct record. Click Save.

If you want to assign the message to a record and move on to the next message click the arrow icon next to the Save button.