Go to Settings and choose Email & Mailboxes under Investor Contacts. From there you can connect your mailbox, copy your BCC logging address, set your campaign mailing address, and manage your do-not-email list.
Connect your mailbox
- Under Connected Mailboxes, click Connect Gmail or Connect Microsoft 365.
- Sign in and approve access.
- You return to Syndelo, which starts logging your recent emails with contacts.
Only emails to or from your contacts are logged to their timelines. Everything else is ignored. Each person on your team connects their own mailbox.
Each connected mailbox shows when it last synced and how many emails were logged. Click Sync Now to check for new emails. Click Disconnect to stop. Syndelo deletes the access keys, and past emails stay in each contact’s history. If access was revoked, click Reconnect.
BCC logging
Under BCC Logging, click Copy Address. BCC this address on any email to log it to the contact’s timeline. It works from any email app. Keep the address private. If you need a new one, click Get New Address. The old address stops working right away.
Campaign mailing address
Under Campaign Mailing Address, enter your business mailing address and click Save Address. It appears at the end of each campaign email. Anti-spam law requires a real mailing address in marketing emails.
Do-not-email list
Campaigns skip every address on the Do-Not-Email List. To add one, enter it under Add an address and click Add to List. You can Remove addresses your team added. People who unsubscribed themselves stay on the list, and your team can’t re-add them. One-off emails from an investor’s page are not blocked.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo