Whether you are wanting build extraordinary campaigns and review engagement responses, or simply view and send emails through Talisman - you will need to link up your emails.
Setting up a Bcc rule will allow your consultants emails to flow into the Talisman contact and candidate record of the person they are speaking to/ getting replies from. This will be required to be set up by whoever has admin level access to your email provider.
You will need to reach out to the Support team via live chat to obtain your unique Bcc rule email to proceed with the below:
Setting up a BCC rule in Exchange (Office365)
Login as an Administrator
Search for "Mail Flow"
Click on Rules
Click the + Icon and select “Create a new Rule” from the drop-down menu
Setting Up a Bcc Rule in Outlook (online)
Go to the settings cog icon in the top right of the page
Select "Emails" -> "rules" -> Add New Rule
Setting up a Bcc Rule/Routing in Gmail
Prerequisites
● Admin Access: Only Google Workspace administrators can set up routing and BCC
rules for users.
● Google Workspace Account: Ensure that you're
logged into your Google Workspace Admin Console at admin.google.com.
Step 1: Access Routing Settings in Google Workspace Admin Console
1. Sign in to Google Admin Console: Go to admin.google.com and log in with your
admin credentials.
2. Go to Apps: From the Admin Console homepage, click on Apps.
Go to Apps: From the Admin Console homepage, click on Apps.
3. Select Google Workspace: Under the Apps menu, choose Google Workspace.
4. Navigate to Gmail: In the list of Google Workspace apps, click Gmail.
5. Settings for Gmail: Under Gmail settings, select Routing.
6. scroll down and click Configure to create a new rule.
What BCC Rules Need Creating?
Regardless of which provider you use, you will need to set up 2 rules:
All Inbound Emails To Be Forwarded to Talisman
All Outbound Emails To Auto Bcc Talisman
Please note - this is the stage where you can add n exceptions, especially if you do not want all emails/consultant's emails to be included in the rules.
We hope this article has helped with the questions you had. If you have any further questions, please reach out to our Support team who will be able to assist further by selecting the help icon in the top right of your Talisman instance, then "Live Chat".
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