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Most Popular Articles

  • Example - Personal Tax Chaser Email Templates
  • How to automatically send an E-mail or SMS via an alert.
  • How to send emails via an Exchange 365 mail connector.
  • How to create a new template for email and SMS messages.
  • How to include an image in an e-mail template or footer.
  • How to automatically send an E-mail or SMS via a workflow action.
  • How to create a new contact
  • How to set the recipient(s) of an automated email or SMS message.
  • Workflow action: Send an e-mail using a template
  • How to send an e-mail to a group of clients using a template.

Categories

  • Checklists
  • Examples
  • General settings
  • Message templates
  • Choosing recipients
  • Automation via workflow action
  • Automation via alert
  • Manual sending
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