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      How to Set Up Brokerkit BCC Address in Gmail?

      1) How to Set Up Automatic BCC for Brokerkit in Gmail?

       

      This tutorial will show how to set up the new Brokerkit BCC address in Gmail. This feature enables users to automatically redirect outgoing emails to the Brokerkit BCC address, ensuring that all messages are logged within Brokerkit for tracking and record-keeping.

      1. Introduction

      To start with the set up, please contact the admin of your Google Workspace so that they can access the Google Admin Console.
      Introduction

      2. Click "Gmail"

      Navigate to the left menu, under the option Apps, select Gmail application to be able to access to the configurations.
      Click 'Gmail'

      3. Click "Routing"

      Scroll down to the bottom of the screen and select the option Routing.
      Click 'Routing'

      4. Click "Configure"

      In the section Routing, click the button Configure.
      Click 'Configure'

      5. Assign a name to your rule

      A modal will appear where you can begin configuring your new rule. Start by giving it a name—for example, in this case, you might name the rule "Auto BCC."
      Assign a name to your rule

      6. Select "Outbound"

      Check the box labeled Outbound so that this rule only applies to outgoing emails, in other words, emails that you send.
      Select 'Outbound'

      7. Select "Add more recipients"

      Scroll down until you see the section called Also deliver to, then, check the box labeled Add more recipients.
      Select 'Add more recipients'

      8. Click "Add"

      Click the button Add to be able to add your BCC address.
      Click 'Add'

      9. Enter the BCC Address

      A modal will appear for you to enter the BCC address.
      Enter the BCC Address

      10. Login to the Brokerkit Platform

      In order to find your BCC address, please access the Brokerkit platform.
      Login to the Brokerkit Platform

      11. Click "Account Settings"

      Go to the option Account Settings.
      Click 'Account Settings'

      12. Click "Email"

      Then, go to the tab Email to see the email settings.
      Click 'Email'

      13. Click + to expand

      Click the plus sign to expand the email settings section.
      Click + to expand

      14. Ensure the checkbox is selected

      In the BCC Address section, you will find a checkbox. This checkbox ensures that if an email is BCC'd to a contact who doesn't exist in the system, a new contact will be created.

      Ensure the checkbox is selected

      15. Add email addresses or domains to avoid them from being BCC'd to Brokerkit

      If you want to avoid BCC'ing emails to specific email addresses or domains, add them to the Never Log section.
      Add email addresses or domains to avoid them from being BCC'd to Brokerkit

      16. Click "Copy to Clipboard"

      Navigate to the BCC Address section and copy Brokerkit's BCC address by clicking the button Copy to Clipboard.
      Click 'Copy to Clipboard'

      17. Go to the Google Admin Console

      Go back to the Google Admin Console.
      Go to the Google Admin Console

      18. Paste Brokerkit's BCC address

      Paste Brokerkit's BCC address, ensure there are no typos.
      Paste Brokerkit's BCC address

      19. Click "Save"

      Finalize your changes by clicking Save.
      Click 'Save'

      20. Click "Save"

      Save again to confirm your configurations are successfully implemented.
      Click 'Save'

      21. Example: Testing the BCC Setup

      Now that Brokerkit's automatic BCC address is set up, let's walk through an example to see how it works. An email will be sent from test@getbrokerkit.com to a contact with the email brokerkitproduct@gmail.com. Since BCC is enabled, this email should be automatically logged in Brokerkit.
      Example: Testing the BCC Setup

      22. Send an email from test@getbrokerkit.com

      As you can see, we have sent an email without manually adding the BCC address. Since the BCC was set up through the Google Admin Console, it is automatically applied.
      Send an email from test@getbrokerkit.com

      23. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      24. Search for the contact

      In the search bar, search for the contact address you have sent the email to, in this example is brokerkitproduct@gmail.com
      Search for the contact

      25. Click the contact's name

      Click the contact's name to navigate to the contact's profile.
      Click the contact's name

      26. The email sent from Test Brokerkit (test@getbrokerkit.com) to Brokerkit Gmail ( brokerkitproduct@gmail.com) has been successfully logged in Brokerkit . Also, the sender is shown as Test Brokerkit (test@getbrokerkit.com) .

      Since the email was sent to brokerkitproduct@gmail.com, you will be able to see the email logged in the contact's profile. Also, you will see that the sender of the email is logged as test@getbrokerkit.com.
      The email sent from Test Brokerkit (test@getbrokerkit.com) to Brokerkit Gmail ( brokerkitproduct@gmail.com) has been successfully logged in Brokerkit . Also, the sender is shown as Test Brokerkit (test@getbrokerkit.com) .

      2) How to Manually Add Brokerkit's BCC address in Gmail?

      This tutorial will show how to manually add Brokerkit BCC address in Gmaiil. This feature enables users to automatically redirect outgoing emails to the Brokerkit BCC address, ensuring that all messages are logged within Brokerkit for tracking and record-keeping.

      1. Introduction

      To start, please access the Brokerkit platform
      Introduction

      2. Click "Account Settings"

      Go to the option Account Settings.
      Click 'Account Settings'

      3. Click "Email"

      Then, go to the tab Email to see the email settings.
      Click 'Email'

      4. Click + to expand

      Click the plus sign to expand the email settings section.
      Click + to expand

      5. Ensure the checkbox is selected

      In the BCC Address section, you will find a checkbox. This checkbox ensures that if an email is BCC'd to a contact who doesn't exist in the system, a new contact will be created.
      Ensure the checkbox is selected

      6. Add email addresses or domains to avoid them from being BCC'd to Brokerkit

      If you want to avoid BCC'ing emails to specific email addresses or domains, add them to the Never Log section.
      Add email addresses or domains to avoid them from being BCC'd to Brokerkit

      7. Click "Copy to Clipboard"

      Navigate to the BCC Address section and copy Brokerkit's BCC address by clicking the button Copy to Clipboard.
      Click 'Copy to Clipboard'

      8. Example: Manually Adding Brokerkit's BCC Address in Gmail

      We will send an email from our Gmail account which is brokerkitproduct@gmail.com to a contact with the email brokerkit.test@gmail.com. In the email, we will manually add the Brokerkit's BCC address so that the email gets logged in Brokerkit.
      Example: Manually Adding Brokerkit's BCC Address in Gmail

      9. Login to your Gmail account

      Go to your Gmail inbox.
      Login to your Gmail account

      10. Click "Bcc"

      Click the button BCC.
      Click 'Bcc'

      11. Paste Brokerkit's BCC address

      Paste Brokerkit's BCC address, ensure there are no typos. You can also use the CC field, if you add the BCC address in any of these 2 fields, the email will get logged.
      Paste Brokerkit's BCC address

      12. Complete the email details

      Add a subject and a body to the email, then send it.
      Complete the email details

      13. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      14. Search for the contact

      In the search bar, search for the contact address you have sent the email to, in this example is brokerkit.test@gmail.com
      Search for the contact

      15. Click the contact's name

      Click the contact's name to navigate to the contact's profile.
      Click the contact's name

      16. The email sent from Brokerkit Product (brokerkitproduct@gmail.com) to Brokerkit Test (brokerkit.test@gmail.com) has been successfully logged in Brokerkit. Also, the sender is shown as Brokerkit Product (brokerkitproduct@gmail.com).

      Since the email was sent to brokerkit.test@gmail.com, you will be able to see the email logged in the contact's profile. Also, you will see that the sender of the email is logged as brokerkitproduct@gmail.com.
      The email sent from Brokerkit Product (brokerkitproduct@gmail.com) to Brokerkit Test (brokerkit.test@gmail.com) has been successfully logged in Brokerkit. Also, the sender is shown as Brokerkit Product (brokerkitproduct@gmail.com).
      That concludes this tutorial. If you have any questions, please reach out to our support team at support@brokerkit.com.