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Moving an email thread from Outlook to a Circuit conversation

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Circuit for Outlook allows you to move an existing email thread from your Outlook to a new or existing Circuit conversation.

To move your email thread, do the flowing:

  1. Open your Outlook, and then open an existing email thread.
  2. Click the button Move to Circuit and choose one of the following options in the drop-down list:
    • Create new conversation - to move the email thread to a new conversation in Circuit

    • Use existing conversation - to move your email thread to an existing conversation in Circuit.

  3. If you select to create a new conversation:
    1. On the pop-up window that opens, set the following conversation options:
      • Moderated conversation: Leave this check box un-ticked (default) if you do not want the conversation to be moderated. Otherwise, tick it and you will become a moderator of the conversation.

      • Guest access: Leave the check box ticked (default) if you want to allow phone dial-in and guest access to conferences started from this conversations. Un-tick the check box otherwise.

      • Add email participants to the conversation: Leave the check box ticked (default) if you want all email participants having a Circuit account to be added to the Circuit conversation as participants, if they are not already members in this conversation. Un-tick the check box otherwise.

    1. Click OK.
  4. If you select to use an existing Circuit conversation:
    1. On the pop-up window that opens, choose a conversation from the list displayed.

      Initially, the list contains the most recent conversations (up to 50) and displays those that are capable of holding a conference (i.e., group conversations and Conference Bridges; not Communities or 1-to-1 conversations).

      In case the group conversation or Conference Bridge you want to use is not among the ones listed or in case you want to narrow the number of conversations displayed, perform a search: enter all or part of a conversation title into the input field and click Search.

      Note:

      You need to type at least three letters in order to perform a search.

    2. Click OK.
    3. On the new pop-up window, choose whether you want to add all email participants to the conversation:
      • Click Yes if you want all email participants having a Circuit account to be added to the Circuit conversation as participants, if they are not already members in this conversation.

      • Click No if you do not want any email participant having a Circuit account to be added to the Circuit conversation as participant, if they are not already members in this conversation.

      • Click Cancel to cancel the process of moving the email thread from Outlook to a Circuit conversation.

If you selected to move your email thread to a new conversation, a new conversation will be created in Circuit having the Moderation and Guest access options turned on or off as set by the user. The conversation title will be equivalent to the subject of your email thread.

The complete content of the email thread will be sent, as a message, to the new or existing Circuit conversation.

If you selected to add all email participants to the conversation, then all of them who have a Circuit account and are not already members in the conversation, will be added as participants. A new email will be also created automatically in your Outlook and:

  • the subject and the attendees of that email will be equivalent to the subject and participants of your initial email thread (the one you wanted to move to the Circuit conversation)

  • the body of the email will contain notification for the email participants that this email thread is moved to the conversation in Circuit.

    Note:

    The email text is automatically generated in the default language of your Outlook. To change this, you can either: rewrite the text in your email, or send the email in one of the languages supported by Circuit, i.e. English, German, Spanish, French, Italian, Russian or Chinese. You can do that by copying the conference details (click Schedule in the conversation header, or click Details > Conference details tab, navigate to the Schedule a conference screen and then click Copy details). In case the default language of your Outlook is not among aforementioned languages, the invitation mail text will be in English language.

You can choose to send that email, so that the email participants know that they would need to follow up a conversation (link provided in the email) in Circuit.

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