Timesaver Tip: Julep Mailbox

Would you like to add an email or communication with a donor to their profile in Julep? Do you want a track record of the messages and interaction your staff have with volunteers and donors? The Julep Mailbox is a new feature that will allow you to connect your email program to People Profiles.

What is the Julep Mailbox?

The Julep Mailbox Service tool allows you to forward and record email conversations to your Julep database and connect them to a specific People Profile or another staff member.

How to Send an Email to Julep Mailbox:

1. From your email program, such as Outlook or Gmail, add email@julepcrm.com to the BCC line.

Note: It’s important to use BCC. This feature won’t work if email@julepcrm.com is added to the “To” or “CC” lines. Contact Support@julepcrm.com if you need assistance.

2. Open Julep and click on My Account. Select the Julep Mailbox option.

3. If the email matched a Julep user on your account and the email address for the contact receiving it, the message should appear.

Note: A notification also will be sent to the sender from Julep to confirm the message has been received in their Julep Mailbox with a link to access the details.

Julep Mailbox Features:

Once you’ve accessed your Julep account and opened the Julep Mailbox, you’ll see the following options:

1. Message status:

a. Current – This is the default view and will display all messages currently in the user’s Mailbox for the database selected.

b. New – This will display new, unread, messages only.

c. Read – This will display read messages only.

d. No Matching – If the email recipient does not have a matching Profile in the database, it will be listed here for review.

2. Message Recipient:

a. This drop-down allows admin users for your Julep database to review messages forwarded to the Julep Mailbox by other users on your Julep account. Select a team member’s name from the dropdown to review their unique messages.

Note: Admins will only be able to see messages sent by users connected to individual databases. If you are an admin for multiple Julep databases, you will need to toggle between accounts.

b. Me – the Julep Mailbox default will always be the set messages sent by you.

3. Search: This field allows users to search for messages by name and subject.

4. Message Options: The user will have the following options per message:

Note: Admins will only be able to see messages sent by users connected to individual databases. If you are an admin for multiple Julep databases, you will need to toggle between accounts.b. Me – the Julep Mailbox default will always be the set messages sent by you.

3. Search: This field allows users to search for messages by name and subject.

4. Message Options: The user will have the following options per message:

a. View the complete message details forwarded.

b. Create a Note for the matched people record. From here, they can edit the Note details before clicking the Save button.

c. Delete the message from the Julep Mailbox.