IN PROGRESS

Here is a series of focused training videos on various topics related to the Communications module.

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

• Signatures
• Email Templates
• Automated Messaging
• Communication Categories
• 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 Emails

• Sending email to one individual
  • 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
• Preview the data (merge fields) of an email (Coming Soon)
• Attach a File to an email
• Scheduling Emails for later delivery
  • Schedule Delivery of an email
  • View/Edit/Delete Scheduled Emails
• Email Drafts: Save a Draft, Edit a Draft, Send a Draft

Advanced/Related Topics

Advanced Communications:

• Review Communications
• View Email Delivery Statistics
• Send a Push Notification

Email Designer Videos

Outlook Add-on

• Install the Outlook Add-on
• Attach an email to a contact/project with the Outlook Add-on