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MailChimp Function Improvements

frank @ 11:30 AM # One Comment

The CRM provides now to MailChimp users new functions which allow to track changes to mailing lists at Mailchimp also in the CRM. The CRM administrator can update the existing version to version# 2.0 by the CRM Extensions menu. Just follow the instructions given by the menu. The following MailChimp actions are transferred to the […]

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automatic messages

Matthias @ 02:10 PM # No Comment Yet

If you like and if you have configured the CRM accordingly, the CRM can take automatic actions for you. The following is a list of the possibilities and suppose to help you for your selection: 1. selected automatic actions At the ‘My Preferences’ menue each user may select a Reminder Interval which generates a browser […]

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Options for Sending Mass Emails

Matthias @ 01:14 PM # No Comment Yet

The CRM supports you in sending emails to multiple recipients  at once. Depending on your requirements and the purpose of the mails you may use one or all of the following options: 1. Use of the Email template function As admininstrator you may create a set of email templates which may get selected at the […]

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E-Mail Tracking

Matthias @ 04:33 PM # No Comment Yet

When you send an email from your CRM system an automatic function is included which allows you to see whether and how often the receiver has accessed this mail. This information is displayed in a contacts or leads detail view at the email listing in the ‘Access Count’ column. This function works only if the […]

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creating E-Mail templates

Matthias @ 06:43 PM # 2 Comments

At the CRM you may upload HTML templates for your standard emails at Settings -> EMail Templates. For creating of such templates you may use any HTML editor. However, make sure that you use only HTML formatting tags which are also supported by the CRM’s HTML editor. Otherwise you may experience formatting problems as frequently […]

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E-Mail Signatur Design

dirk @ 02:35 PM # No Comment Yet

A signatur is added to each email you send from the CRM system automatically, if the signature has been stored at Settings -> Users ->your user edit view. Such an email can get easily formated by the HTML format by using CRM tools. Procedure: Goto the detail view of one contact stored at your CRM. […]

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Emails with images

dirk @ 12:37 PM # No Comment Yet

In many cases it is better not to embed images into emails. Instaed we recommend to use a link in your email which points to the images you want to have in your email. You may use the following procedure: upload your images to a server with Internet access link your image by an URL […]

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