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Automatic Emails
Automatic Emails From the CRM In CRM it is possible send automatic emails based on email templates to predetermined target groups. The emails can also have online surveys (Q&As) linked to them to gather important information regarding e.g. a campaign or event. There are two ways to send and automate emails: The email is sent based […]
Managing and Setting Up Invitation Events
Managing Invitation Events The Invitation Events module is used for creating and managing different types of events and their registrations inside the CRM. For some instances, these events can for example be used for training purposes and thus the module is often also named and used as a “Training” module. Through this module it is possible […]
Q&A Templates
Q&A Templates With the survey templates attached to an email it is possible to gather information from the contacts regarding e.g. a campaign or an invitation event. For more information about linking the QA template to an email and sending and automating the emails, see the guide Automatic Emails. Creating and editing the QA templates […]
Scheduled Tasks
Scheduled Tasks With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target group to update automatically at certain time intervals and/or automatically create activities concerning the target group to your calendar. You can also use a scheduled task to schedule in advance a mass edit for a certain […]
Scheduling Target Group Activities
Target Group Activities’ Settings and Scheduling Them Introduction You can create activities in mass for the assignee of the accounts or contacts in a target group, or some other CRM user. These activities automatically have a link to the contacts or accounts in the target group. Activities like these could concern e.g. a call campaign: the user […]
System Messages
System Messages You can manage function-specific automatic email messages sent by the system in Settings → System Messages. In Sending options, the sending time and dates, sender name and the email address(es) of the sender and recipient(s) are determined (see the picture below). In the section below, the you can activate or disable preconfigured system messages. The […]
Workflows
Managing Workflows With workflows it is possible to automatize several actions in different modules. You can create a custom workflow to any module inside the CRM-service software. You can add, edit and delete workflows in Settings → Workflows. These settings can also be accessed through module’s own settings. In the main view you can see all the […]