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Email+ · Inbox & CRM context

Email+ Glossary

Inbox, deliverability, and collaboration vocabulary

Terminology for how Email+ routes conversations, runs sequences, and connects threads to CRM+—pair with the Email+ module guide.

30 terms match your filters

A

A

Alias / Shared Address

Teams & mailboxes

An address that routes mail into shared queues such as support@ or sales@ while preserving member identities behind the scenes.

Attachment Policy

Trust & safety

Controls for size, type, and malware scanning before files enter Drive+ or local clients.

C

C

Calendar Integration

General

Two-way sync of invites and availability so scheduling respects focus time and time zones.

Conversation Thread

Email+ workflows

A chronological chain of related messages about one topic or record—Email+ attaches CRM context to the entire thread.

CRM-Linked Email

Email+ workflows

Messages stored or surfaced next to account, deal, or case records so revenue teams share one timeline.

D

D

Delegation

Teams & mailboxes

Granting someone permission to send or respond on behalf of another mailbox with audit visibility.

Deliverability

Performance

Practices and signals—auth, reputation, engagement—that determine whether messages reach the inbox instead of spam.

DKIM

Trust & safety

DomainKeys Identified Mail signs messages cryptographically so recipients can detect tampering and prove origin.

DMARC

Trust & safety

Domain-based Message Authentication tells receivers how to treat SPF/DKIM failures and enables aggregate forensic reporting.

Domain Warm-Up

Performance

Gradually increasing send volume on a new domain or IP to build reputation before large campaigns.

E

E

Encryption at Rest

Trust & safety

Protecting stored messages and attachments with keys managed through your security policies.

H

H

Handoff to Support / Success

Teams & mailboxes

Structured transfer of a conversation when ownership changes, preserving SLA clocks and case numbers.

Hard / Soft Bounce

Performance

Permanent delivery failures (unknown recipient) vs temporary issues (mailbox full)—both impact list hygiene.

I

I

IMAP

Protocols & plumbing

Internet Message Access Protocol that synchronizes folders between server and clients while mail stays centrally stored.

Inbox Filter

General

Saved queries that spotlight priority mail such as exec escalations or renewal dates.

L

L

Label / Tag

General

User-defined markers that segment mail for views and automations without duplicating threads.

M

M

Merge Field

Email+ workflows

Placeholder tokens populated from CRM or HR data when a campaign or reply is generated.

Message Audit Trail

Trust & safety

Immutable history of access, exports, and admin changes for regulated industries and security reviews.

MIME

Protocols & plumbing

Multipurpose Internet Mail Extensions describe non-ASCII bodies and attachments so clients render rich HTML and files reliably.

Mobile Push & Focus

Email+ workflows

Device notifications that respect quiet hours while surfacing VIP or SLA-breached threads.

O

O

Open & Click Rates

Performance

Engagement metrics for campaigns; used carefully with privacy-friendly tracking policies.

P

P

Phishing & BEC

Trust & safety

Business email compromise attacks impersonate leaders or vendors—training plus ML classifiers reduce risk.

R

R

Routing Rule

Email+ workflows

Logic that tags, files, or escalates mail based on keywords, customer tier, or CRM stage.

S

S

Send Throttling

Performance

Limiting throughput to avoid spikes that trigger provider spam heuristics during bulk sends.

Sequence / Drip

Email+ workflows

Automated multi-step outreach with pauses and exit rules; Automate+ can sync outcomes back to CRM+.

Shared Inbox

Teams & mailboxes

A collaborative queue where teammates claim conversations, leave notes, and track SLAs similar to Support+.

SMTP

Protocols & plumbing

Simple Mail Transfer Protocol: the standard way servers relay outgoing email between systems.

SPF

Trust & safety

Sender Policy Framework lists which hosts may send mail for a domain, reducing spoofed-from abuse.

T

T

Template & Snippet

Email+ workflows

Reusable content blocks and shortcuts that keep tone consistent while allowing personalization tokens.

Tone Assistance

Email+ workflows

AI suggestions that adjust phrasing for clarity or empathy while a human approves the send.

Related Email+ resources

Go deeper with the Email+ product surface and the implementation-style module guide.

Email+ module guide

Scope, workflows, and CRM-connected messaging patterns.

·

Email+ product page

Positioning, primary features, and integrations.

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Knowledge base home

All guides and glossaries across T1U.

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