Brand

When creating Campaigns, Emails or Landing pages you have the option to assign that element to a particular Brand. The Brand filter option will be displayed in the Filter options...

Status

Statuses are pre-defined and can be used to easily identify or locate your Campaigns, Emails and Landing Pages.   – Campaign – Planning, Active or Completed. – Emails – Draft,...

Action Centre

Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...

Linking Items

...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...

Lead Scoring

...Connect emails, if a Lead click on a link in a Connect email they receive they will get a Touch Point score, you can then monitor their interest in your...

Configure Alerts Introduction

...items can be added to the homepage New menu, resulting in the creation of a certain object with defined fields already set. Email Receipt Alert – Alerts which will fire...

Calendar Settings for Gmail

...account created previously in the Primary Email field. 5. Input the users email address for the mailbox into the username field. 6. Input the password of the Service Account into...

Configuring Modern Authentication for Gmail

Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...

Calendar Settings for Office 365

...email address for the mailbox. 5. Select to use OAuth and then select an Existing OAuth connection (and pick the one created in mail tracking process previously). 6. Check Import...

Microsoft Outlook