Email Forwarding

Email Forwarding is a low-effort way to get correspondence into a contact's history without connecting your whole mailbox. Forward (or Bcc, or Cc) an email to your own Envoy address, and it's matched to the contact it's with and logged as an activity - no OAuth, no mailbox sync running in the background.

Your forwarding address

Settings → Email → Forward email to Envoy shows your personal address, generated the first time you load the panel. It's per-user, not shared across your organisation - only you can see it, and forwarding to it always logs as you. Copy it into your contacts or an autocomplete shortcut in your mail client; Regenerate invalidates the old address immediately if it ever leaks.

If your mail client supports "Forward as attachment" (Outlook has it; Gmail doesn't), prefer it over a plain Forward - it keeps the original sender's headers fully intact, which makes matching more reliable than parsing a quoted reply block.

How matching works

Envoy first checks whether the sender's address matches one of your contacts directly. If it doesn't - which is the common case, since most mail clients rewrite the From: header to your own address when you hit Forward - it falls back to parsing the quoted "forwarded message" block for the original sender, then checks the To:/Cc: addresses on the email itself. This is also what makes forwarding (or Bcc'ing) something you sent to a contact work, not just something a contact sent to you.

A match needs to be unambiguous: if the sender's address belongs to more than one contact, or to none at all, the email is logged as an attempt but not linked to anyone - Envoy doesn't guess. See Recovering a drop below.

If the matched contact is linked to exactly one brand, the resulting activity is filed under that brand automatically. Linked to more than one (or none), it's left unassigned for you to set by hand. Any attachments on the original email are stored too, and appear as downloads on the activity in the contact's timeline.

Also mine

If you send or receive from more than one address - a work alias and a personal Gmail, say - add the others under Also mine in the same panel. Envoy excludes them when scanning a forwarded thread for the real counterparty, so your own address quoted further down the thread doesn't get mistaken for a match. It's a filtering hint only: adding an address here doesn't grant it any access to your account.

Recovering a drop

Recent forwarded emails, in the same Settings panel, lists every attempt - matched or not - most recent first. A dropped one ("No matching contact found" or "Matched multiple contacts") can be viewed and linked to the right contact by hand from there, the same as if it had matched automatically. Attachments aren't recoverable this way - they're only fetched at the moment the email arrives, so a drop keeps the email's text but not its files.

The dashboard also surfaces any drop you haven't acknowledged yet, so it doesn't rely on you remembering to check Settings. Dismiss one at a time or use Mark all as seen - either way, a drop you've acknowledged won't resurface, even though it stays visible in the full Settings list.

Volume and retention

Each plan includes a generous monthly volume for inbound forwarding (see pricing). Crossing it doesn't block anything - a forwarded email isn't really a deliberate action to reject the way a campaign send is - it just flags your organisation for review.

A matched email's content lives on as ordinary activity history, same as anything else logged against a contact. A dropped one that's never linked to a contact has its captured text cleared after 90 days - the attempt stays in your history so you can still see it happened, just without the body.

Next

That covers the Sales Pipeline & CRM section. Back to all docs for PR & Media, Automation, and Account & Team.