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- How to automatically send an E-mail or SMS via an alert.
- How to create a new template for email and SMS messages.
- Example - Personal Tax Chaser Email Templates
- How to send emails via an Exchange 365 mail connector.
- 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.
- How to include an image in an e-mail template or footer.
- Workflow action: Send an e-mail using a template
- How to apply tags to a contact