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Articles tagged "email_template" returned 222 results.

Page 4 of 23

Automatic Email to confirm a call has been logged

Close modal Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile...

Email Automation

...kinds of Actions, Email actions or Link actions. To use Email actions, click on + Add action against your preferred option (such as when the recipient opens the email) to...

Advise the customer that their subscription is due

For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter...

Configuring Loqate Email Validation

...Queuing Permissions Control which user team can manually initiate email verification from an email field Bulk List Queuing Permissions Control which user team can manually initiate email verification from the...

Email Design

Click on the Design button to build your Email content. Click Browse designs. Close modal Choose from your previously created Brand Templates, copy the content from an earlier Email or...

Protected: ID TEST – Column Block with content template

There is no excerpt because this is a protected post.

Using SharePoint Online Integration

...Template Generation Gold-Vision template documents can be automatically saved to Sharepoint Online. To learn more about template generation please view the main article on Creating a Document from a Template....

Using Loqate Email Validation

...email verification from an email field Bulk List Queuing Permissions Control which user team can manually initiate email verification from the contact or lead lists Validation time span Up to...

Email Send or Schedule

...incomplete checks to easily access those areas in your Email.   Standard email Send or Schedule A Standard email will be ready to send or schedule once the checklist has...

Using Account records

...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....