Go to the first contact, click Edit and then Merge button. Search for the second contact to merge with. Name, job title, company, and custom fields of the second contact will be overwritten by information from the first contact. All other contact fields will be added up.
Permissions in Annelite are set by departments. Admins can create, edit, and delete users, as well as assign users to departments. Users have access only to those departments which admins assign them to. Within a department, users can view each other’s messages, notes and files, calendar events as well as view, edit and delete contact…
The system folder Newsletters contains email newsletters that have been sent, are being sent, and are scheduled for future delivery. You can stop the sending of future and in-progress newsletters by clicking Cancel Sending. The status shows how many newsletters have been sent and the total number of recipients.
Merge Tags are placeholders that allow you to personalize and customize your email marketing. Merge Tags are replaced with the actual customer data, such as first name or a custom field value, when email is sent. For example, “Hello [FIRST]” will be replaced with “Hello James.” Here is the list of merge tags with examples:…
David Allen’s Getting Things Done (GTD) time management philosophy is one of the most widely used productivity systems in the business world today. Allen advocates creating a system that you can trust and using that system to store every detail of your life that you must remember. Annelite is designed exactly for this purpose. It…
The Email API allows you to create and update contacts by including specially formatted code in the body of email received in Annelite: ### BEGIN CREATE CONTACT ### API_KEY: EMAIL: FULL_NAME: FIRST_NAME: LAST_NAME: JOB_TITLE: COMPANY: CONTACT_COMMENTS: PHONE(LABEL): WEBSITE(LABEL): MESSENGER(LABEL): FAX(LABEL): CUSTOM_FIELD(FIELD_NAME): ADDRESS(LABEL):#START# #END# TEXT(LABEL):#START# #END# BLOCK NAME|PHONE(LABEL): GROUPS: {comma-delimited list of group IDs} OPTIONS: {overwrite/update/cancel}…
You can downgrade at any time by going to Account Dashboard > Billing and selecting a new plan. A prorated upgrade fee will be charged to the credit card we have on file. If you downgrade, the new plan pricing will become effective on your next billing date. We can not provide prorated refunds for…
To unlink a message associated with a contact, open it for preview, click Action and select Unlink.
To mass unassign contacts from a group: Navigate to group in question Select contacts to unassign using checkboxes Click the Unassign button
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