Email
Setting Up Unsubscribe Form
This feature helps you to generate the HTML code for the Unsubscribe Form. You can use the Form to provide an Unsubscribe option for the email recipients. The process to set up the form consists of three parts. Part 1 - To generate an Unsubscribe ...
Gmail Error When Sending Out Email
If you receive the below error when sending out emails with the Gmail integration. Try these troubleshooting steps provided by Google.
How can I set up unsubscribe form in my email templates?
You can use the unsubscription form to allow the email recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. The process to set up the form consists of three steps: Step 1 - Provide the Return URL and generate the HTML code ...
Can I include only the first name or last name in the email template?
Yes. If required, you can use only the first name or last name in the email template. For example - You want to send an email where only the First Name of the contact needs to be mentioned. You need to follow the steps given below: ...
Email Marketing
How Can I... Check Email Limits Send Mass Emails Schedule Mass Email Communication with constituents is an important activity in any organization. One of the best ways of communicating is through email. Nonprofit Vertical CRM provides the option of ...
Email Templates
How Can I... Create an Email Template Organize email templates Preview email templates View template analytics Sort and search email templates Working with template folders Using email templates Communicating with customers is an important activity ...
Email Insights in Nonprofit Vertical CRM
How Can I... Enable Email Insights Monitor email response contextually How Nonprofit Vertical CRM tracks email activity Sort records by email status View email reports Email analytics Email and call analytics Sent Email status View email and call ...
When I add emails to Nonprofit Vertical CRM through the Microsoft Outlook Plugin, why aren't the email attachments added?
When you use the Nonprofit Vertical CRM plug-in for Microsoft Outlook, you can only transfer email attachments when the file size doesn't exceed 1MB. If the file size is more than 1MB, the email attachment will not be transferred to Nonprofit ...
Can I use Nonprofit Vertical CRM email templates in Zoho Mail?
No, email templates in Nonprofit Vertical CRM cannot be used in Zoho Mail. Zoho Mail uses a different email templates, which cannot be used to populate data from CRM.
Organizing Emails in Nonprofit Vertical CRM
One major means of business communication is email. The communication that you have with your customers needs to be kept for the record. You need to have them organized in a way to quickly access them whenever required. Without a well organized, ...
Create Workflow Rules in Nonprofit Vertical CRM
Workflow Rules in Nonprofit Vertical CRM, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating ...
How do I send automated birthday wishes or reminders?
You can send automated birthday wishes or reminders by setting up a workflow rule to create scheduled actions. Read more on creating a workflow here. Set the workflow rule to execute during a certain date (contact's birthday). Set the workflow to ...