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Admin Guide

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 […]

Admin Guide

Email Templates

Email Templates Several CRM modules and features handle and send emails, including the following: Modules Email, Target Groups, Campaigns and Invitation Events Send email template -module tool Discussion typed fields Portal Settings; emails concerning the support and self service portals Additional Settings; the field Email template for user password The permanent Change Comments template, which […]

Admin Guide

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 […]

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