Webinars
-
Communications: The Basics (45 mins.)
- Handout (PDF)
-
5 Email Templates You Should Customize (and how to do it!) (1 hr)
- Handout (PDF)
-
5 Ways to Ensure Your Emails Get Through (~45 mins.)
- Handout (PDF)
The Basics
Communications Setup
Email Settings
- Email Bulk Mode Threshold
- Junk Mail Threshold
- Default "From" Email Address
- Archive Email Address
- DNS Verification
- Flood Protection
- Test Mode
- Unsubscribe Message
- How to change restrictions on an email
- Bulk Email Tracking
- Bulk Unsubscribe
Sending Email
- Via the Quick Actions shortcut
- Via a Contact Record- Send a General Email
- Via a Contact Record- Send an Invoice
- Sending email to all individuals in an organization/office/business
- Sending email to many individuals at once (Bulk/Mass Email)
- Forward an email
- Send a preview of an email
- Attach a File to an email
- Schedule Delivery of an email
- Email Drafts: Save a Draft, Edit a Draft, Send a Draft
Advanced/Related Topics