Arlo helps you manage your contacts by automatically linking contacts to organisations based on the contacts' email addresses. For example, it links contacts whose email address ends in @designq.com with the organisation DesignQ.
- Open the Settings menu item.
- From the Marketing section, select Organisation settings.
- From the Automatically link contacts with organisations section, press Enable feature.
- Open the Settings menu.
- From the Marketing section, select Organisation settings.
- From the Automatically link contacts with organisations section, press Disable feature.
Arlo uses the following logic to automatically work out which email domains to apply to an organisation when linking contacts:
- The organisation's website address (e.g. adds designq.com if the organisation's website is www.designq.com).
- The email domain of contacts already linked to the organisation, where the organisation's name appears in the contact's email address.
- There are two or more contacts linked with an organisation which have the same domain and the domain is not included in the ignored domains list.
In some cases, you will need to manually confirm if a domain should be added to an organisation. The following process describes how to review and accept (or ignore) Arlo's suggestions.
- Open the Organisations menu item.
- Click... More and select Automatically link contacts within organisations.
- Select each suggestion by ticking the corresponding checkbox then press either Accept Suggestion or Ignore Suggestion.
- Find and open the organisation you would like to add the domain to.
- From the toolbar, press Edit.
- From the General section, enter a domain in the Link contacts from field.
You can add multiple domains by separating each one with a comma.
- Press Save and close.
The following process describes how to correct the situation where Arlo has incorrectly linked contacts with an organisation.
- Find and open the organisation you would like to add the domain to.
- From the toolbar, press Edit.
- From the General section, remove the domain from the Link contacts from setting.
- Press Save and close.
The following process prevents Arlo from incorrectly linking contacts to organisations using certain domains, e.g public ones, or ones which may be shared between organisations.
- Open the Settings menu item.
- From the Marketing section, select Organisation settings.
- Click Manage ignored domains.
- Press + Add item.
- Enter the domain you wish to blacklist and click Save.