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Adding a mass event calendar link to email
General Adding a calendar file (.ics) link to a mass event email allows the registered participant to easily add the event to their calendar application with a single click. This simplifies the whole process since the attendee does not need to add the event to their calendar manually. Start After the mass event has been […]
CC Address Field
General CC addresses are used to send copies of the message to wanted addresses. This is available in the HelpDesk module after the “CC Address” field is activated in the settings by the admin user. Start After the field has been activated on settings, it should be visible in the entity. Users can add emails […]
Email templates: Creating emails
General The Email Templates module of CRM’s new user interface has a built-in editor for creating emails. The editor works easily and visually on the drag-and-drop principle, so creating an email does not require HTML knowledge. In addition to this, the editor automatically takes care of how the e-mail works on different end devices, and […]
Email Templates: Sending Mass Email – Complete Guide
General Mass mailing makes it possible to send e-mails to large groups of recipients directly from the CRM. The mass mailing module takes care of the last step of the sending process – i.e. sending emails – so before that you have to make sure that the email to be sent and the campaign (i.e. […]
Email Templates: Testing Links
General In general, the links placed in the email template work flawlessly, as long as the link address is correct. However, if you want to make sure that every link in the email template works correctly, you can use the following instructions to test the links. There are two different options available, from which the […]
Managing and checking DNS Records
General DNS records are an important part of the functioning of any website. For more information on what DNS records are, see What DNS Means? In this guide, we will explain who is responsible for editing the DNS record, why you need to update the record, and what to do if you encounter problems delivering […]
Mass Mailing Scheduling Settings
General Mass mailing can be sheduled, so it will be delivered to the recipients at the specified time. For this functionality there might be a need to adjust the admin settings, and those adjustments are explained in this article. Specific instructions on how to schedule mass mailing can be found here. Start Adjusting the settings […]
Scheduling mass mailing
Scheduling mailing Mass mailings can be sent as soon as they are created, but they can also be scheduled to go out at the desired time. You can schedule mass mailing using the following steps: Press the Actions button. Select Schedule now. Set the desired date and time. The easiest way to do this […]
Set email sending addresses and authentication methods
General We have created a video to explain visually how the process works, so you can watch it here. The default email address of the system is mailer@ecp.fi. By adjusting the settings, it is possible to add other addresses, which will appear in the list including the name you gave them when you added the […]
Setting Up the Module Tool for Sending Individual Emails
Introduction The module tool CRM2 Send email enables sending email templates in the new interface to individual contacts. You can also include a document template and/or static files from the Files module to be sent as attachments to the email. The tool can be activated for the Contacts module and any module that has a […]
What DNS Means
General People write website addresses in text, but computers communicate with each other using numbers. The solution to this communication problem is DNS (Domain Name System), the Internet’s name service system that converts web page addresses such as resources.crmservice.com into a form that computers can understand, i.e. IP addresses. It is a kind of Internet […]
What SPF, DKIM and DMARC mean to your emails?
General Safely delivered email is one of the most important communication tools for organizations and companies. However, because of the large number of spam and phishing attacks, the ability to identify the sender is extremely important. One way of doing this is the usage of common email authentication protocols SPF, DKIM and DMARC. Different email […]
Workflows
General Workflows can be used to automatize several actions in modules. Workflows are triggered by changes made in the target module’s fields – e.g. when a potential’s stage is changed to ‘won’ or when a customer’s assigned user has been changed. When triggered, the workflow can for instance send an email, create an activity, run […]