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:
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.
To learn the different scenarios when using Clarity to Sync Emails and Calendar Events as Activities click HERE