Trigger Links This is an overview of trigger links and how you can use them. Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action takes place. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels and websites. NOTE: […]
Analyze This helps you analyze the clicks and activities associated with the trigger link so that you know how your trigger link is performing. Selecting Calendar Period You can check the activities of the trigger link during specific calendar period. Refreshing Data Click on this tab to refresh the data and get the latest report.
Adding Footer Element There is even a really cool option to include a pre-built footer by just drag and drop using the Footer element. Once added, it will automatically and dynamically insert footer information based on the account. You can look at the image below to see where exactly to find the Footer element Editing
Adding Social Element This simple-looking element has the power to easily include all your social media links to your emails. They are great for building a trusted community of leads and customers if your business is active on social media. Editing Social Element Below, you can see how social icons look in the email builder,
Email Layouts You can also change the Column Layout from just a single one or you can choose more aspects such as double layout, triple layout, 1/3:2/3, 2/3:1/3, and quad (4) layout. For example, we have selected a triple layout under settings in the image below. The next step is Padding. Padding is simply the
This is where you will find the appearance tab in your CRM. In this section, you will access template settings, buttons, dividers, and custom CSS. These are the global level settings that apply to all your emails by default. Let’s dig into them and understand how they help us. Template This is where you will
Manage Your Settings Before getting started, you might want to head over to the Settings tab located at the middle of the screen to set up and customize things like your “From Name”, “From Address”, “Subject line” of your email and even add the “Preview” text which is displayed in some of the email clients
Email “Settings” Section Read More »
Send Test Email Next, you can perform a test to ensure everything is in right place. Send a test email to yourself or your team member by clicking the button shown below. Once you click on the “Send Test Email”, you will see these three things in the drop-down:- From address (you can enter any
Email “Send or Schedule” Section Read More »
Ways To Avoid The Spam Folder When Emailing There are many reasons for an email service provider to potentially flag your emails as spam. Here you will find the most common reasons why and how to fix them! Sending From a Public Domain If you are sending messages from a free domain like gmail.com, yahoo.com,
Ways To Avoid The Spam Folder When Emailing Read More »
Email Services Settings associated with sending and receiving emails, forwading and connecting domain services. Forwarding Address You can set up a forwarding email address to receive where you would like the incoming emails to be forwarded. You will receive the email replies not only in the Conversation view but also in your personal email inbox.
