E-mail and SMS
- How to automatically send an E-mail or SMS via an alert
- Create a message template for e-mail and SMS
- How to automatically send an E-mail or SMS via a workflow action
- How to associate a contact with a client (for e-mail/SMS)
- How to set the recipient(s) of an automated e-mail or SMS message
- Apply tags to a contact
- Create a new contact tag
- Send an e-mail to a group of clients using a template
- Release filters on alerts explained
- Include an image in an e-mail template or footer
- Control whether an E-mail or SMS message sends immediately or is queued
- Create a message signature
- Set the from name, address and signature on your automated e-mails
- Include dynamic content in links
- Create your own e-mail signature
- Denote a client field as holding the e-mail address for e-mail sending purposes
- Include a hyperlink in an e-mail template or footer
- Denote a field as holding the mobile number for SMS purposes
- Send emails via an Exchange 365 mail connector