Beacon

Introducing: Smart Bcc

David Simpson Posted on 21st Oct 19 by David Simpson

With Beacon Smart Bcc you can log emails to people's timelines. Keep track of those important emails anywhere - Smart Bcc works with all email providers.

Running a charity requires a lot of email. You can now track your important emails right from timelines. All you need to do is tell Beacon about important emails that you're sending by adding your special Beacon email as a Bcc.

How Beacon Smart Bcc works

Every Beacon account has a unique email address (e.g. [email protected]) that you can Bcc on the emails you send to your supporters.

Screenshot 2019-10-19 at 12.22.14

If the person you're emailing exists in Beacon (based on the email addresses you send to) then the email will be automatically saved to their timeline:

Screenshot 2019-10-19 at 12.33.12

This feature works in any email provider, including:

  • Outlook
  • Gmail / G Suite
  • Yahoo
  • iCloud
  • iOS Mail
  • Apple Mail
  • Mozilla Thunderbird
  • Any other email client

Your Smart Bcc email address

You can find your account's unique email address in your Beacon dashboard on the Settings > Email page:

Screenshot 2019-10-19 at 12.17.33

Email visibility

Users can control the visibility of emails they send to people's timelines in Beacon, using the padlock icon on the emails:

Screen Recording 2019-10-19 at 12.52 pm

By default, emails logged to timelines in Beacon can be read by all team members in your account. If you'd like to change this, each user can change this on the Settings > Email page:

Screenshot 2019-10-19 at 12.56.49

Important: only the user who sent the email can control the visibility of an email to the rest of your team.

Frequently asked questions

I have some duplicate people in Beacon, will emails be logged to both timelines?

Yes! We also recommend that you merge any duplicates as and when you find them.

What happens if I Bcc Beacon on an email to a supporter, but they don't yet exist in Beacon?

Currently, the emails will not be saved into Beacon. Going forwards, we'll be building a system to "suggest" adding people into Beacon that don't yet exist.

Can anyone use this "Smart Bcc" address?

Beacon will only save emails to your database if the person sending them is a member of your account, based on the email address each has has saved in their user preferences.

Can we use this Bcc address in bulk emails?

At the moment, we'll log an email to a maximum of 200 contacts. As such, this feature is not well suited to bulk emailing supporters. We recommend using MailChimp for bulk emails.

You should not be using Outlook or Gmail to send emails in bulk.

How long does it take for emails I sent to Beacon to appear in people's timelines?

Usually less than 20 seconds.

It's time to try out this great new charity CRM feature...

Smart BCC is now live and ready for your to try right now. Log in to send your first email.

As always, we've written comprehensive documentation on how to use this shiny new feature. You can read about Beacon smart BCC


Excited about how Beacon works with emails? Got charity CRM questions for us? Fire off an email to [email protected] or click the chat button in the bottom right corner of your Beacon dashboard.

More about Beacon - The Modern CRM for Charities

David Simpson

About the author

David Simpson is the CTO at Beacon. He's dedicated to making Beacon the best charity CRM in the world.

Follow him on Twitter or connect with him on LinkedIn.

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