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Articles tagged "Email" returned 196 results.
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Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Brand Overview
...multiple marketing elements such as emails and landing pages. You can create multiple brands within your workspace if needed; such as for marketing for different company identities or product ranges....
Create a ‘Cherry Picked’ source
...Source updates it based on your filters or added Accounts and Contacts. Info You can open your source to review any invalid recipients e.g. missing email addresses or contact preferences....
Add/exclude recipients to a stage
...click and drag into the Included column. Close modal Exclude Recipients Imagine you are sending out a newsletter campaign email to all of your customers, but you know that a...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Data privacy opt in
...template that will request opt-in for future mailings: Close modal When a recipient clicks on the link within the email, they will see the following screen: Close modal The recipient...
Lead capture
...Team UK, although you could do this by email if you prefer. The team that you assign this to could be whoever you want to take charge of the initial...
Creating a Project
...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
