Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
To add an unsubscribe link to your email marketing template, use the Merge Tag [REMOVE]. It will be replaced with the actual link. When a recipient clicks on the link they will need to confirm their unsubscribe request. Both autoresponder campaigns and newsletters in Annelite are sent to a group of contacts. When a recipient…
There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It will always be visible on contact preview. To add a time-sensitive note, such as meeting results, add activity. You may label it “Note” or create any other descriptive label for the line-items of this type.
Here is the procedure to test a mass email or newsletter. 1. Create your newsletter or mass email in the response library, using merge tags. 2. Next, set up a Group called “Mass email test.” Add yourself and whoever else you’d like to send a test to as contacts. 3. Click your test group and…
To send outgoing email from Annelite, you will need to set up at least one email identity. Email Identities allow you to choose which address you want to use to send an email. For example, you can set up identities for both you@yourcompany.com and sales@someothercompany.com and you’ll have access to both addresses from within Annelite. You can set…
Email deliverability is a complex multidimensional subject. There are literally hundreds of factors that you need to consider in order to improve your email delivery rates. The good news is that most of these factors are under your direct control. First, it is absolutely essential that you have valid SPF and DomainKeys records for your…
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See what your colleagues are up to by filtering sent messages by the user who sent them
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