Membrain has some great built-in options available that help you manage your emails, including our own Sales Inbox with Templates, engagement tracking, integrations to Zoom and Teams, plus lots more.
But we also understand that sometimes it is easier and just makes sense to send or reply to an email directly from your own email client, regardless of which one you use.
In this scenario, you can use the BCC field in the email you send, and add what is known as your company's "archive email address" to the BCC field, which saves that email in Membrain.
Doing this ensures that your email is recorded in Membrain and stored in the right place, as if you had sent it from within Membrain.
First you need to determine what your archive email address is. This is the email address that you will add to the BCC field when sending an email, and is specific to your organization.
An example of the archive email address is: mycompany@archive.membrain.com
The 'mycompany' piece of this email address will be your "Membrain domain name". You can find your Membrain domain name in the first part of the address in your browser when you are logged in to Membrain. E.g. https://mycompany.membrain.com
Use this name and add it to @archive.membrain.com to complete your archive email address, for use in the BCC field.
Your email will now be stored in all the correct places in Membrain.
This is how it would look using Microsoft outlook:
If you find your emails are not being saved to Membrain as expected, confirm the following:
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