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}…
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You can export all contacts by going to the top Contacts tab and clicking Export. To export individual groups, navigate to that group, then click Export. To export your activities in iCalendar format, click Export on Calendar view. At this time only we can export your emails and files, and will do so upon your…
Email marketing automation is an integral part of CRM in Annelite. The same features used by email marketing pros are included with every paying plan at no extra charge. Email Autoresponders let you send a series of automatic emails to a contact at specified intervals. Each autoresponder campaign sequence is associated with a group of…
Auto-replies are one-off messages sent in response to an email or web form submission. They can be sent to anyone, and don’t require that a recipient is assigned to a certain group of contacts, or even has a contact record in your database. Auto-replies are triggered by Filters. Autoresponder Campaigns are a series of automatic…
Setting up an automatic reply is a two-step process. Go to Settings > Auto-Replies and add a new one Create a filter that triggers the Auto-Reply. Go to Settings > Message Filters > Add New Filter. Enter filter criteria and click Add action. Choose Add Auto-Reply from the drop-down of available actions, then choose the…