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
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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
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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,
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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.
Connecting Google Email Services In this article, we will cover the step by step process for setting up gmail email account to be able to manage your email inbox from inside of your CRM. To connect your gmail account with your CRM, you will first need to generate an “App Password” from your google account.
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Campaigns A campaign is the email message you design and send to your specific contacts or a bunch of smart lists. Here you can set up your email marketing campaign and manage the existing campaigns. Campaign Status With this option, you can view specific campaign/campaigns based on their status. As shown in the image below,
Sending Email Campaigns In this section, you will learn about the different ways of sending an email campaign. Send or Schedule Email Campaign This is where you will set your audience information and sending options. In the next article, we will cover them one by one. Sending Options: As shown in the previous screenshot, the
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Email Template In this section, you will get a detailed walk-through of all the features available in your CRM to create your email template. This is the homepage of your email template. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.
