How email sync works
Automatic thread linking
Slant links email threads to households based on participant email addresses:- An email arrives from [email protected]
- Slant matches that address to John Smith’s person record
- The email thread appears in the Smith Family household activity
Email direction
Slant determines email direction automatically:- Inbound — Emails where the sender’s address isn’t your connected account
- Outbound — Emails where you (your connected account) are the sender
Thread organization
Related emails are grouped into threads based on subject and participants. This mirrors how you see conversations in Gmail or Outlook.Open tracking
When you send emails from Slant, open tracking tells you when recipients view your message.How it works
Emails sent from Slant include a small, invisible tracking pixel. When the recipient opens the email and loads images, the pixel registers an “open” event.What you can see
For tracked emails:- Open count — How many times the email was opened
- First opened — When the recipient first viewed the email
- Last opened — Most recent open time
Limitations
Open tracking isn’t perfect:- Image blocking — Some email clients block images, preventing tracking
- Preview panes — Some clients count preview as an open
- Forwarding — Opens by forwarded recipients are counted
Email status tracking
Emails sent from Slant have a status:| Status | Meaning |
|---|---|
| Pending | Email is queued for sending |
| Delivered | Email was sent successfully |
| Failed | Email could not be sent |
| Undeliverable | Recipient address bounced |
View email activity
On household records
Navigate to any client or prospect to see their email activity:1
Open the household
Navigate to the client or prospect record.
2
View activity
Look at the Activity tab or sidebar.
3
Filter to emails
Filter activity to show only emails if desired.
- Subject line and snippet
- Participants
- Most recent message date
- Thread direction (incoming/outgoing)
In the email inbox
View all synced emails in one place:1
Open email inbox
Navigate to Inbox in the sidebar.
2
Browse threads
See all synced email threads across all clients.
3
Filter and search
Filter by client, date, or search for specific content.
Send emails from Slant
Compose and send emails without leaving the CRM:1
Open compose
Click the compose button from a household record or the inbox.
2
Select recipients
Choose from linked contacts or enter email addresses.
3
Write your message
Use the rich text editor for formatting.
4
Send
Click Send to deliver immediately, or schedule for later.
Email signatures
Your email signature syncs from your email provider. Signatures are automatically appended to emails you compose in Slant. To update your signature, change it in Gmail or Outlook and it will sync to Slant.Email blacklisting
Exclude certain emails from syncing to keep your CRM focused on client communications.Add to blacklist
1
Open email settings
Navigate to Settings → Integrations → Email.
2
Find blacklist
Locate the email blacklist section.
3
Add entries
Enter email addresses or domains to exclude:
- Specific address:
[email protected] - Entire domain:
*@marketing-service.com
What to blacklist
Consider blacklisting:- Marketing newsletters
- Automated notifications
- Internal company addresses (already filtered by default)
- Service providers not relevant to client relationships
Email in workflows
Emails can trigger workflow automations:- Email received trigger — Start a workflow when you receive an email from a client
- Send email action — Workflows can send templated emails automatically
Data retention
Synced emails remain in Slant even if you disconnect your email account. Email content is stored securely and associated with household records for long-term relationship history.Privacy considerations
- Client emails only — Internal company emails are filtered from the CRM view
- Selective display — You control what’s visible on household records
- No password storage — OAuth tokens can be revoked anytime by disconnecting