Fundstack offers several levels of email integration, offering a variety of privacy and functionality options.

First, you'll need to connect your email accounts to Fundstack. If you haven't done this, click here.

Integration Settings

When you've connected your email account you can choose between three integration levels, these can be changed anytime by going to the Email tab in the integration settings.

Please note: these settings do not apply to any emails you specifically send to the Fundstack platform, either by forwarding or BCC'ing your Fundstack email address.

You can also set your email sharing settings during on-boarding.

Integration Levels 

Analytics and Aggregated Metadata

This will allow your team members to view analytics and aggregated metadata on domains and email addresses you communicate with.

This includes:

  • The date and participants of the first and last communication with a domain or email address
  • The total volume of emails sent and received with a domain or email address 
  • The participants of emails (i.e. as suggestions for contacts at a particular company)

This does not include:

  • Any email bodies
  • Any email subject lines
  • The specific date of any email other than the first and last email between a user and domain or email address
  • Any data from blacklisted domains or email addresses

Email Metadata

This setting includes all of the insight provided in level 1 with the addition that the subject lines, participants, and times of individual emails are visible.

This includes:

  • Everything included in Level 1
  • Subject lines, participants, and times of individual emails

This does not include: 

  • Any email bodies
  • Any data from blacklisted domains or email addresses

Everything

This level of integration allows team members to view all your email details, including the email bodies.

This includes:

  • Everything included in Level 1 and 2
  • Email bodies

This does not include:

  • Any data from blacklisted domains or email addresses
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