Blacklisting Domains

***Note:  As a part of your initial setup, before authenticating your email account with ClientSuccess, go in and "Blacklist" all domains your organization may use. For example, if I were a new user and used "clientsuccess.com", I would want to add "clientsuccess.com" to your blacklist.

Why?

If you do NOT add your company domain(s) to this blacklist, and a user of ClientSuccess decides to add themselves as a contact on one of their clients (this is NOT recommended), when they send an internal email to another colleague, that email thread WILL be ingested into that client record Engagements.

Blacklisting all of your domains tells the ClientSuccess Engagement Module which emails should NOT be ingested and therefore publicly viewable.  Your internal emails should remain private and we want to protect any sensitive information from ever accidentally being captured.

Blacklisting is very simple. Navigate to Global Settings, > Apps and Integrations (found on the left side of your screen). Once in Apps and Integrations, scroll down on the page until you locate Email Integrations. You will notice that Domains is the very first option under Email Integrations. Click on Settings on the right side of the screen of Domains.  Click on Add Domain at the bottom of the list, to add all internal domains  for your organization