Table of Contents

Initial Communications Setup

• Configure your Default From Email Address
• Configure your Unsubscribe (Opt-out) Message
  • What Happens When an Email Recipient Opts-out
  • Change the Restrictions set on an Email Address
• Configure Visibility of E-mail Addresses when sending a Mass E-mail (Email Bulk Mode Threshold)
• Flood Protection Settings
• Logging Messages sent via Outlook (or other email service)
  • View and Match Un-Matched Emails
• Setup Sender Policy Framework (SPF) Record
• Verify DNS
• Automated Messaging
• Configure Communication Categories
• Signatures
• Bulk Unsubscribe

Sending Emails

• Send an Individual Email
• Send an Email to all individuals in a business/office
• Communicate with Multiple Contacts from Within the Contacts Module
• Send a Mass Email
  • SPECIAL TOPIC: Bulk or Mass Emails: Best Practices
  • SPECIAL TOPIC: Why Emails May Not Reach Your Members
  • SPECIAL TOPIC: Email Restrictions in a Contact Record- Functionality
• Preview an Email
• Preview Data in an Email (Coming Soon)
• Send an Email Attachment
• Forward an Email
• Schedule an Email
• Working with Email Drafts
• Create and Manage Email Templates
  • Email Merge Fields FAQ
  • View a Default Email Template
• Outlook Add-on
  • Install the Outlook Add-on
  • Attach emails to contacts/projects with the Outlook Add-on

Communications Module

• Review All Communications
  • View Email Delivery Statistics
• Send Newsletters
• Push Notifications
  • Send a Push Notification
• Communications Reports
• Communications Video Tutorials

Email Design 

• Email Designer
• Designing Your Newsletters
  • View Default Email Designer Templates
  • Create an Email Designer Template from Scratch
  • Template Settings - Body
  • Standard Tools
    • Columns Tool
    • Text Tool
      • Add Merge Fields to Text
    • Image Tool
    • Social Icon Tool
    • Video Tool
    • HTML Tool
    • Divider Tool
    • Button Tool
  • Custom Tools
    • Add a List of New Members to Your Newsletter
    • Add a List of Upcoming Events to Your Newsletter
    • Add a List of Web Content to Your Newsletter
    • Add a List of Forum Topics to Your Newsletter
• Email Designer Common Tasks
• Email Designer Merge Tags
• Sending Your Email Designer Newsletter
• Email Designer FAQs
• Email Designer Video Tutorials
• Email Display Issues With Outlook (standard editor and Email Designer)