Search Results
Articles tagged "Name" returned 146 results.
Page 9 of 15
Using stock templates in Connect
...Make sure you change the name of the email template and click on save to make it easier to find later! Info For more information and tips on how to...
Create a campaign source
...you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then New Source, name your source then click OK. Close modal...
Create a campaign stage
...Name your campaign stage and fill in all the relevant fields that you need to run your campaign stage. Please note all mandatory fields are highlighted in red. Once complete,...
Create a new campaign
To create a new Campaign: Open the New menu and click Campaign. Name your campaign, give it an owner and fill in all the relevant fields that you need. Please...
How to send an email with Connect
...email to be sent from, and if applicable, select the correct domain from the dropdown options. You can then add a name that will be visible to your recipients in...
Marketing automation introduction
...the last run date, the start date of the campaign run, the template name and what type of mailshot it is. Furthermore, you can pause an automated campaign run rather...
Welcome new customers
...it on Create a new Campaign and create your first Campaign Stage named Welcome Email with the Media type set to Connect Email and add the Source that you have...
Creating a Project
...modal Option 2 – from the Account record From the Account record click on the Plus button, select Project Close modal Project Details Summary Is the name of your Project...
Linking Purchased Time
...sales Time logged by User Close modal Summary – represents the name of the User that logged time Allocated – represents the Time logged that has been linked to a...
Creating A Chart
...Type and select an X and Y Axis. Giving it a descriptive name is helpful. Close modal Tip If you select the option Make available for other users to add,...
