Blocklist – Monarch contains a way to block specific domains and people from being part of the Clarity integration. This is important so that internal events such as team meetings or 1on1 conversations with managers do not try to create activities in Monarch. By default, your domain that you authenticated with for Clarity will be blocked so you can freely email and schedule events with team members without creating activities in Monarch.
- Adding New Blocked Domains – To add a new domain to block you will need to type a domain into the next open text box under the My Blocked Domains section and click the checkmark icon to save that value. A domain is formatted like “example.com”
- Adding New Blocked Emails – To add a new email to block you will need to type in the full email address of the person that you wish to block and click the checkmark icon to save that value. An email is formatted like “email@example.com”
Notes:
- If you already have a contact in Monarch with the email address that you are trying to block, Activities will continue to be created. You must first remove that contact’s email address if you wish to block the email as we will consider them to be valid otherwise.
- Additionally: Once an Email address or domain is added to the block list, Monarch will not retroactively remove activities that were already created. We will only stop creating and updating activities from that point forward.
- Removing Blocked Domains and Emails – To remove a previously blocked Domain or Email from the blocklist you will click on the trash can icon to the right of the row that you wish to remove. The row will be removed and any future emails or calendar events with that domain or person will freely be shared between Monarch and your email and calendaring solution. Removing a value from the block list will not retroactively create any activities or calendar events that may have been sent to Monarch via Clarity in the past.
To Configure Blacklist:
1. Navigate to your Profile by clicking on your name in the upper right corner and choosing Profile.
2. On the Profile page, click the Integrations tab.
3. In the “Clarity Integration" section, click on the gear icon.
4. In Clarity Settings, simply click in the field to add the Domains and/or Emails underneath the appropriate Group.
Alternate Email Addresses – Monarch provides a way for you to have alternate email addresses with the Clarity integration under one authenticated address. For example, it’s common for companies to retain previous email addresses after mergers and acquisitions or for names to change due to marriage or divorce. Adding alternate email addresses here ensures that if you send/receive calendar events from this address or send emails from it that they will also be tracked in Monarch via Clarity.
To manager Alternate Email Addresses:
1. Navigate to your Profile by clicking on your name in the upper right corner and choosing Profile.
2. On the Profile page, click the Integrations tab.
3. In the “Clarity Integration" section, click on the gear icon.
4. Then click on the Alternate Email addresses tab.
5. Add a new row for each alternate email address that you may have that you receive calendar events on or send emails from. If you do not receive events on or send email from this address, then it will have no impact on your Clarity integration and this step can be left alone. Each Alternate Email Address that you have will also have a corresponding value on the Blocklist
To learn the different scenarios when using Clarity to Sync Emails and Calendar Events as Activities click HERE