Wealthbox offers various features for efficiently managing email interactions, ensuring synchronization and tracking across households and individual contacts. This guide explores the key elements of email functionality in Wealthbox, including synchronization, email tracking options, and resolving common issues in email management.

Email Synchronization Rules in Wealthbox

Wealthbox's email synchronization capabilities follow specific rules when managing households and individual contacts:

• Primary Email and Household Syncing: Email tracking within households depends solely on the primary email set for the household. To enable syncing:

  - Navigate to your household's contact record. 

  - Click "Edit" and set the desired email address as the primary email. 

  - The primary email will now sync under the email tab for that household.

• Multiple Emails in a Household: Multiple related contacts' email addresses can be added to a household record.

Using BCC Email Dropbox for Tracking in Activity Stream

The BCC Email Dropbox feature lets users track emails directly into the Wealthbox Activity Stream, ensuring organized client communication. Here’s how it works:

• Emails sent via the BCC Email Dropbox are logged in the contact’s Activity Stream rather than the "Email" tab.
• To utilize this feature, include the BCC Dropbox address in your outgoing email. Client responses tracked this way will appear in the Activity Feed of the associated contact record.

Troubleshooting Email Tracking Issues

Wealthbox Mail includes a robust email tracking feature to monitor when messages are opened or links are clicked. To resolve issues with this feature:

1. Verify that email tracking is enabled by going to Settings > Email > General.
2. Ensure emails are sent through Wealthbox Mail, as tracking for emails sent from external clients is unavailable.
3. Check tracking statistics by clicking the tracking icon in Wealthbox Mail or accessing the messages you send.

Note: Tracking operates exclusively within Wealthbox Mail and is invisible to recipients.

Best Practices for Mail Merges

To avoid issues during mail merges where an email is linked to both an individual contact and a household record:

• Remove the email address from the household record if you mail the individual contact.
• You can always re-add the email address to the household record once the mail merge is complete.

Key Takeaways

• Wealthbox allows household email tracking using the primary email set in their record.
• BCC Email Dropbox tracks email interactions under the contact’s Activity Stream.
• Troubleshooting tracking requires enabling Wealthbox settings and using the internal mail client.
• Proper organization of email addresses ensures smooth mail merges for overlapping records.

By following these guidelines, Wealthbox users can optimize their email management workflows and maintain organized communication records.