System maintenance
Scheduled Annelite maintenance will be performed in Annelite’s datacenter. This maintenance is necessary to patch the MDS (ZombieLoad)…
Improve email deliverability: SPF records and Annelite
Sender Policy Framework (SPF) records let you specify which servers are permitted to send email on behalf of your…
Refer a Friend Program
Our Refer a Friend Program allows you to earn some extra credit and enjoy the benefits of Annelite just…
“Do not mass email”
This is a setting that you can enable to stop a contact from receiving any future mass email…
Mail-merge
Use merge tags to personalize your messages. For example, the merge tags [FIRST] [LAST] will be replaced with…
Unsubscribe link
You must include an unsubscribe link only in emails that are obviously not personal 1-on-1 messages, such as…
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System maintenance
Scheduled Annelite maintenance will be performed in Annelite’s datacenter. This maintenance is necessary to patch the MDS (ZombieLoad) CPU vulnerability and can’t be postponed, skipped, or rescheduled. Annelite will experience some downtime during the maintenance activities. Please note: – The maintenance windows cannot be altered, postponed, or rescheduled. – A two-hour window is allocated, however,…
Improve email deliverability: SPF records and Annelite
Sender Policy Framework (SPF) records let you specify which servers are permitted to send email on behalf of your domain (i.e. using you@your-domain.com“From” address). If you’re using Annelite mail.annelite.net SMTP server to send email from your Annelite account, we strongly encourage you to publish SPF records for your domain. This way your recipient’s servers or ISP will be able…
Refer a Friend Program
Our Refer a Friend Program allows you to earn some extra credit and enjoy the benefits of Annelite just a little longer. Here is how the program works: Tell your friends about Annelite Ask them to reach out to us and mention you as a referrer We’ll help your friends sign up for Annelite If they sign…
“Do not mass email”
This is a setting that you can enable to stop a contact from receiving any future mass email messages. You can still send a personal 1-on-1 email.
Mail-merge
Use merge tags to personalize your messages. For example, the merge tags [FIRST] [LAST] will be replaced with John Smith.
Unsubscribe link
You must include an unsubscribe link only in emails that are obviously not personal 1-on-1 messages, such as monthly newsletters or generic autoresponders.
List segmentation
Annelite’s email marketing features are organized by groups of contacts to ensure the most relevant and personal experience for your recipients.
Autoresponders
Autoresponders are a series of email templates sent out to contacts over a specified period of time with a set delay.
Newsletters
You can send an email that appears perfectly personal to any group of contacts with a single click.
Export calendar in iCalendar format
Takes a single click to export your calendar for archiving purposes, or to import the data into another application.
Filter events by label, status or user
Configure your views so you only see the events that you need. All users have their own calendar filter settings to ensure the most productive experience.
Internal comments
Keep your internal conversations linked to calendar events and tasks. This lets you avoid endless email CC loops.
Tag events
Keep your database of activities neatly organized with tags that you can create on the fly.
External calendar sync
Push your Annelite calendar to any external service, such as Google Calendar – and from there to any mobile device.
Drag-and-drop
You can click on a time slot to add an event. Easily change its date, time and duration with a simple drag-and-drop action.
Events linked to contact timelines
All it takes is a single click to prepare for the phone call or some other follow up action.
Agenda, daily, weekly and monthly views
Agenda view lets you see your past, current and future activities on a single dashboard. You can also switch to daily, weekly and monthly views depending on your preferences.
Web form integration
You can connect your website forms directly to Annelite with advanced processing rules. For example, it can create a contact, assign it to groups, start an automatic email drip sequence, and so on.
Export full database or any group of contacts
Click “Export” and you’re done! You can then process your data in Excel and import it right back into Annelite. All records will be intelligently matched and updated.
Instant access for recent contacts
Yet another example of the one-click zone in action. You can access your recent contacts from wherever you are in the system with a single click.
Import from LinkedIn, Facebook, Twitter and Google
Hook up your social accounts to Annelite to import the data and keep everything in one central place. This lets you share your business contacts with other team members.
Import from CSV or vCard file
Upload your existing contact databases with advanced matching and auto-population rules. Annelite recognizes files produced by most popular CRMs, contact managers and address books.
Merge duplicates
Easily find and merge duplicate records. Information is always added up and never lost.
Extended search by multiple criteria
You can mix and match various search criteria, such as keywords in certain contact fields, group or tag assignment and more. This lets you work with laser-precise selections.
Segment your database by Groups and/or Tags
Customer segmentation is key to successful marketing and relationship building. In Annelite you can do it with groups, tags and even email folders – with a single click.
Unlimited custom fields
Create any number of custom fields that are unique for your business.
Filter timeline by activity types
Display activity types for even faster and easier access. It takes just a single click.
Files, notes, events and tasks on contact timeline
It takes a single click to retrieve any minute detail of the relationship history. Essentially, you get an instant total recall ability. Your team will always know what’s been said and done, what to do next, and who’s responsible.
Contact timeline with sent/received email
Annelite combines the simplicity of email with the power of CRM. You have to experience it to appreciate the impact this seemingly simple notion will have on your business. A word of caution: there’s no going back!
Export emails in Mbox format
We will never hold your data hostage. In addition to contact and calendar export, you can also export your email in the industry standard Mbox format.
Use our SMTP or bring your own
You can start sending emails via our SMTP server right away – we have a great reputation and track record – or bring your own SMTP.
Import email archives from POP or IMAP
You can import past email archives stored in a POP or IMAP server in no time. And if you import your contact database first, each email will be automatically assigned to the appropriate records.
Filter sent messages by user
See what your colleagues are up to by filtering sent messages by the user who sent them
Attach files from shared library
Upload and share frequently used documents, brochures and any kind of files in a centralized file storage space. Attach files to emails without having to upload from your computer every time.
Email search
With our powerful keyword search you can retrieve any piece of information from team’s entire email archive. Precious data is no longer trapped in individual inboxes.
Internal comments
Discuss any email or calendar event with your team members. No need to forward emails or use external chats. Your comments will remain neatly filed in the system for record-keeping.
Create tasks from emails
Takes just one click to create a task from an email. You can set it for yourself or delegate to team members.
Link/unlink emails
Link and unlink emails to and from contacts to get infinite flexibility for email filing and archiving.
Response library
Save hours of typing and show consistent face to your clients using pre-written responses from the library
Time to send
You can decide when your emails go out. Queue your newsletters in advance. Write follow up messages to be sent at a later time.
Auto-replies
Send out automatic replies triggered by keywords in an email Works great for sending out the information requested by customers. You can add attachments, too.
Email filters
Organize and automate your workflows with powerful filter actions based on keyword matches. Create a new contact from email, assign contact to group, move to folder, archive, start an email campaign, send auto-replies and more.
Email folders
Organize your emails into folders. Each user can drag-and-drop to reorder email folders as s/he likes.
Unlimited “From:” identities
Choose on the fly which “From:” address and signature to use, such as you@company.com, sales@, support@ and so on.
Shared email
Everybody has access to the full email history. Information is no longer trapped in personal inboxes. Eliminate endless back-and-forth. Cut email handling and response time from hours to seconds.
Contact details in Inbox
View full information about the sender without interrupting your flow.
All mail folder
View at a glance all sent, received and archived email for all contacts and team members.
Archive emails
Archive an email to remove it from the Inbox. It will remain on the contact’s timeline and in the All Mail folder – for good. This lets you use your Inbox as a to-do list and work towards the “zero Inbox” ideal.
Email history linked to contacts
All sent and received email – by you and your team members – is automatically placed on the appropriate contact timeline. Retrieve it instantly anywhere, anytime. Even years later.
How do I get started with Annelite?
The very best way to get started would be to schedule a setup/training meeting so you can connect with your personal Client Success Manager and go through the setup process together, making sure to customize it to your particular business needs/workflows. Go ahead and book a time by clicking on ‘ Schedule Consultation ’ at…
Developer API v3
The API is built on the principles of REST. The URLs are resource-oriented, so that they are easily guessable and was designed to be easy to explore and use.
Read more
How do I track email open/click events?
It works like this. Sign up with our partner SendGrid – leader in email deliverability. SendGrid offer a free plan for up to 12,000 monthly emails, or you can upgrade to one of the paying plans which start at just $9.95/mo for 40,000 emails. In Annelite, go to Settings > Add-ons and click the “Activate”…
Developer API v2 (deprecated)
The Annelite API is implemented as XML over HTTP. We use HTTP Basic Authentication. When you use the API, you access the system with the same permissions as the user who was authenticated. The Annelite API is implemented as REST, a simple HTTP GET or POST action. The REST Endpoint URL is: http://[account-id].annelite.com/api/rest/ By default,…
How to set up an Email Autoresponder
An email autoresponder or drip campaign is a great way to keep people interested in your company. Autoresponder campaigns allow you to send a series of automatic follow up emails to any Contact Group. These email templates are delivered in sequence which starts at the moment a contact is added to a group. The sequence…
How to set up a filter
Here are the instructions on how to set up and use filters in Annelite. Click the Settings icon and choose Filters. In the Filter Name field give it a name so you’ll remember it. If an email is already assigned to a contact, choose Yes in the Contact link dropdown. The Folder dropdown is an…
How do I create a Group?
Here are instructions for creating Groups in your Annelite account. Click the Settings icon and choose Contact Groups. Start by adding a Default set of groups. These will appear at the top of the list of Groups you see when you click the Groups tab. Click the blue +Category button. In the Category name field,…
How do I re-open an old Annelite account?
We reserve past account names for up to six months then put them on an inactive list. If you would like to reuse your old account name, sign up for a new account with a different account name. You will be able to use your previous email address to signup. Then drop us an email…
How can I test my mass email or newsletter?
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…
How do I troubleshoot my browser issues?
Most all issues that you encounter with your Annelite account can be solved by force-refreshing the page, clearing the browser cache or updating the browser to its latest version. Note: We recommend that you use Firefox, Chrome or Safari for the smoothest Annelite experience. Force refresh It will cause your browser to make sure it…
What are the top 5 reasons to use email forwarding instead of POP or IMAP to receive email in Annelite?
We provide the POP and IMAP functionality only to let you download your email archives from remote servers. Once the messages are downloaded, we ask you to switch to automatic email forwarding to your-name@annelite.net address and deactivate your POP or IMAP accounts in Annelite right away. Here are the Top 5 benefits to using email…
How do I move contacts between departments?
To transfer contacts between departments, export them as a CSV file, and import it into the target department.
What is a Department? How many do I need?
A Department is a standalone database with its own email, contacts, calendar, users and settings. When you create a department, you select its @annelite.net address which is then used to receive email. Admins have access to all departments, and can set permissions for Users to access some departments and not the others. As a rule…
What are Tags?
In Annelite, a Tag is a non-hierarchical keyword or label assigned to an object such as a Message, Contact or Activity. A tag is metadata that helps describe an item and allows it to be found again by browsing or searching. Even though Tags are typically chosen informally and personally by an individual user, they…
How do I send an Email Newsletter to a group of contacts?
You can send a personalized Email Newsletter to any group of contacts exactly the same way as you would send a one-on-one email. To send an email newsletter, navigate to the group of contacts in the left vertical Groups tab, then click Newsletter button. Select Email Identity to send email from. You can insert pre-written…
What are Email Autoresponders?
Email Autoresponders is one of the email marketing features available in Annelite. Autoresponder Campaigns allow you to send a series of automatic follow up emails to any group of contacts. These email templates are delivered in sequence which is initiated at the moment a contact is added to a group. The sequence proceeds in specified…
How do I post my web forms to Annelite?
You can post forms from your website directly to Annelite using our Web Form API. This requires a few simple modifications to your existing form: Change the form action to post to http://your-account-name.annelite.com/api/httpform Change the field names to match contact fields in Annelite. If your forms contain additional fields that don’t correspond to the fields…
What makes Annelite the best CRM for small business?
Annelite is the cross between email and CRM. We pioneered the concept of email-based CRM back in 2005 and have been leaders in this field ever since. Conventional email management methods in combination with contact management and calendar apps just aren’t getting it done any more. Actually, that’s being kind. Getting things done using traditional…
How is Annelite different from other email, contact and calendar apps? What is the One-Click Zone?
Any email, CRM, contact management and calendar app that you may have come across in the past is linear (or flat, if you like database terminology). It means that each part is separate and independent from another. Google is a fine example of linear structure. They have email, contacts, calendar and files. However each part…
How does Annelite compare to other apps?
Before they started using Annelite, our clients (ourselves included) managed their customer relationships using a combination of other software. This patchwork approach required endless copying and pasting between multiple apps, and constant switching back and forth between different windows to gather and reconcile customer data. Annelite eliminates all of this mindless busy-work so you can…
What email management features are available in Annelite CRM?
Annelite’s shared email Inbox is packed with features to help your team streamline email management. For starters, you can use Annelite to send and receive email from any number of personal and company emails, such as you@yourcompany.com, sales@mycompany.com, support@anothercompany.com. All email sent and received by you and your team members is displayed on the Contact…
How do I setup incoming email?
There are two ways by which you can receive your existing email in Annelite: Auto-forwarding IMAP and POP We provide examples for Gmail and Google Apps. Other services will have a similar setup, please consult their documentation for details. Here are some other links for email auto-forwarding: GoDaddy • Yahoo! • Apple • Outlook Auto-forwarding This…
How do I set up email auto-forwarding, IMAP, POP and SMTP for my email provider?
Please consult your email service provider’s documentation for complete details on setting up forwarding or IMAP/POP access. (In Gmail, click the Settings gear icon at the top right and go to Forwarding and POP/IMAP.) There are three ways to get incoming email into Annelite. 1. Auto-forwarding (recommended incoming option) This is the easiest way of…
What are Email Identities? Can I send email from multiple addresses?
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…
What is the Archive function for? What happens to email messages after they are archived?
When you archive a message, it is removed from its current folder. The message will remain permanently archived in the system. You can search for it, or see it in the All Mail folder and the linked contact’s timeline. This functionality allows you to keep your email folders clear of messages that have already been…
How do I create a folder for personal email?
This is a two-step process: Go to Settings > Email folders and create a folder, for example, James Bond Go to Settings > Filters and create a filter that will move all incoming email into James Bond folder based on the recipient’s “To:” address.
How can I improve email deliverability?
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…
Can I add my own email folders?
Sure you can. But in most cases, you don’t need to, or at least not nearly as many. In most email clients, folders are just about the only way to get organized. Annelite, on the other hand, offers your entire team a nice array of innovative email management features to get organized and share workload.…
What are the features of system message folders?
Inbox is where all incoming mail is placed, unless Filters move messages to a custom folder, archive, or delete it on arrival. Outbox is where unsent messages are placed while they are queued for delivery. After the messages physically leave the system, they can be found in Sent folder. Draft contains messages saved as draft.…
Can I use Annelite with my existing email client?
Annelite is designed to handle all of your incoming and outgoing email exclusively. If you must, however, you can mix and match it with any number of other email services, clients and devices. As always, we give you the tools and get out of the way. Annelite plays well with… Any mobile device: iPhone, Blackberry,…
What is Email Dropbox?
The Email Dropbox feature lets you use any desktop, mobile or web email client with Annelite. Simply BCC any email to your you@annelite.net address, and it will automatically be placed in Sent folder and filed against the appropriate contact. (Imagine never again copying and pasting any special “dropbox” email addresses.) To start using dropbox, you…
How does Annelite handle bounced or undeliverable emails?
The Bounced feature automatically associates the messages returned as undeliverable with the appropriate contacts. This feature is useful when you send out large volume of email newsletters and autoresponders, because it is often hard to tell who were the original recipients of the bounced emails. The Bounced module can be enabled in Settings > Department.…
What does the Outbox error icon mean?
When the Outbox folder displays a red error icon, this means that there are messages which Annelite wasn’t able to send. Usually this happens because the remote SMTP server returned an error. These unsent messages are highlighted in red. Click on the message subject to display the actual error message returned by the SMTP server.…
Why isn’t my IMAP folder structure copied to Annelite?
The IMAP folder structure isn’t copied because Annelite is a multi-user, smart, shared email client with its own folder structure and ingenious approach to email management. For these reasons, it isn’t designed to be compatible with other email storage solutions such as IMAP.
I get an error when trying to add SMTP, IMAP or POP email account, what should I do?
This happens when your server returns an error. More often than not it has to do with an authorization issue or permissions. Each server returns its own errors. [screenshot with error] If you contact support for help, the following information is required: The actual error message – copy & paste or attach the screenshot Login…
How do I unlink a message from contact?
To unlink a message associated with a contact, open it for preview, click Action and select Unlink.
How do I assign email to a contact?
Annelite automatically assigns email to a contact based on the “From:” address. Often people will reply from a different email address, the one which isn’t in your database. In this case, email will appear as Unassigned with a question mark icon instead of avatar. Click Assign this email to existing contact, search, then select the…
What happens to emails when I delete a contact?
After you delete a contact, email messages that were associated with it will be automatically unassigned, then moved to Trash.
What are the different ways to create new contacts?
There are six distinct ways you can create new contacts in Annelite. To create a contact manually, click on + sign or Create new contact from email. You can add Message Filters that will create new contacts from email based on the criteria you define (for example, if subject contains the words “contact form”). A…
What are Message Filters?
Message filters allow you to do a number of things with incoming emails based on the criteria you define. For example, you can automatically create a contact from incoming email, move email to another folder, assign contact to an autoresponder email campaign, trigger an auto-reply, etc.
What are shared files?
You can upload any number of files or documents to each department that will be shared among your team. Shared files can be attached to messages without having to upload the file from your local hard drive every time you compose an email.
When one user mark a message as read, will other users see it as read too?
Read/unread status of the message is per user. If one user marks a message as read, it will appear as unread to another user.
Does Annelite provide spam and anti-virus protection?
We offer both spam-filtering and anti-virus protection to our paying customers. Only email accounts (your-name@annelite.net) are protected. If you are using Annelite to download email from remote IMAP or POP servers, then spam and anti-virus protection are the responsibility of your email service provider. If your POP or IMAP email provider doesn’t offer spam filtering,…
What is the Response Library?
The Response Library consists of templates that can be automatically inserted into the body of email. When the number of responses in your library exceeds twenty, the dropdown selector will be automatically replaced with a search box. Simply start typing the first few letters and select the desired response from the instant autosuggestion list. Response…
What is an Event? How is it different from Activity?
Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes: Label. By default, there are the following activity labels in the system: Follow-up, Call, Note and Meeting. You can customize these labels by clicking Edit Labels. File. You can attach a file or document to…
What is a sales deal pipeline?
A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel. By default, Deals in your Annelite account are not enabled. You can turn this…
What is an Invoice?
Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate the Freshbooks add-on, you can import contacts and invoices. Invoices appear as line-items on Contact Timeline, interspersed with other activities in chronological order. Click on Sync with FreshBooks to update invoices with the latest information.…
How do I attach a file to contact?
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.
How do I create a task from email?
Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts or users if needed, set the date and time, and so on.
How do I add internal comments to messages or activities?
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…
How do I import contacts, emails and calendar items?
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your IMAP or POP server. Make sure you import your contacts first, this way imported emails will be automatically associated with contacts based on the sender’s “From:” email. Calendar import is not supported at this time,…
What kinds of API do you offer?
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Annelite account with external websites, systems and processes: Web form API Email API Developer API v3 Developer API v2 (deprecated)
How do I use Email API to create and update contacts?
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}…
How do I export my account data?
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…
What email marketing features are available in Annelite?
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…
What is the difference between Auto-Replies and Email Autoresponders?
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…
How do I setup an Auto-Reply?
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…
Am I allowed to use email lists or leads purchased or rented from a 3rd party?
No. We allow you to send emails only to people who know you and explicitly gave you the permission to send them email. People on rented or purchased lists will likely not know you or expect a bulk email from you. This will cause spam complaints or result in blacklisting that will hurt your business…
How do I use Merge Tags to personalize emails?
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:…
How do I view the status or cancel scheduled Email Newsletters?
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.
How does the “Do not mass-email” contact setting work?
If you check the Do Not Mass-Email box on the edit contact screen, the contact will be excluded from future mass emails, including autoresponder campaigns and newsletters. You can still send manual one-on-one emails.
How do I transfer my existing HTML email newsletter design to Annelite?
If you have an HTML email newsletter template designed in an another application you can easily transfer it to Annelite. Just follow these simple steps: Click on the HTML button on formatting toolbar to open the HTML source window Open the HTML source code of your newsletter design in a text-editing application and select all…
How do I add a Remove or Unsubscribe link to an email, and how does it work?
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…
How do I integrate Annelite with my Freshbooks account?
FreshBooks is a simple invoicing and time tracking service that helps you send, track and collect payments quickly. To link and sync your Annelite and FreshBooks accounts, follow these simple steps: In your Annelite account go to Settings > Add-ons. Click on the Activate link under the FreshBooks logo and enter your FreshBooks account (login)…
How do I post a status update to multiple social network accounts at once?
First, go to Settings > Add-ons and activate the networks. You can add several accounts for each, for example, your personal and company Twitter accounts. Second, make sure that the user you’re logged in as has permission to post status updates to social networks. To do so, click on your name in the top right…
What is a user? Can multiple persons share the same user login?
A user is a person who accesses your Annelite account. Users have their own username and password, preferences, settings and permissions. Every person who needs to access your Annelite account must have own user account. Multiple persons are not permitted to share the same user login.
What is the difference between admin and user?
Admin is a user with additional permissions. Admins can add, edit, delete and assign users to Departments. Inside a department, admins choose which email identities users are allowed to use when sending messages. Unlike users, admins have access to the Account Dashboard and billing information.
What is an Account Owner?
Account Owner is the only person who has access to billing information. Only account owners can cancel the account, or delegate account ownership to another user. The person who originally creates the Annelite account automatically becomes the account owner.
What happens with user data if I delete a user?
All information in Annelite is user-independent. If you delete a user, all messages, contacts, activities and files will remain intact.
How does the risk-free 14-day trial work?
During the risk-free 14-day trial period, you get to try the system before you decide to become a paying customer. Trial accounts get the same set of features and excellent support that Annelite is famous for. We will ask you to provide credit card information only if you decide to continue the service after the…
Is there a long-term contract or commitment?
No, never. All Annelite plans are month-to-month. You can cancel your account at any time, and your credit card will not be charged again, however we cannot refund payments you made prior to cancellation.
How do I upgrade or downgrade my account?
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…
How do I cancel my account?
You can cancel your account at any time by going to Account Dashboard and clicking Cancel. For your own protection, we can not accept cancellation requests via email.
Do you provide refunds?
We can not provide refunds. All accounts come with a risk-free 14-day trial, no credit card required, so you can try before you decide to buy. You can cancel your account at any time before your next billing date, and your credit card will not be charged again, but you are responsible for the charges…
Do you offer nonprofit or educational discounts?
While we don’t have specific discounts for nonprofits or educational organizations, we do offer two months of free service when you sign up for 12 months or more. Contact us for details.
Can I make a payment by check, bank wire or PayPal?
We accept payment by check, bank wire transfer or PayPal for subscriptions of 12 months or more. You will also get two months of free service. Contact us for details.
How do I suggest a new feature idea?
Our development is driven by your ideas and feedback. We created a special forum where you can submit new ideas and vote for the existing ideas suggested by us or other users. Ideas that get the most votes float to the top. http://annelite.uservoice.com/forums/12387annelitefeatureideas
What precautions are taken to keep my data safe and secure?
We know that your customer data is one of your most valuable assets. We apply the best practices in physical and procedural security to keep your information safe: 128-bit SSL encryption protects your data as it travels between our servers and your browser. The same encryption is used by leading online banks. Annelite’s state-of-the-art application…
How do permissions work?
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…
Can I mark a message, contact or activity as private?
You can’t. Annelite is designed as a shared central workspace for small teams. It is not designed to solve social problems in the workplace. If you can not entrust your customer information to team members, consider getting an enterprise CRM.
What happens with my data when I leave?
You own your data and we will never hold it hostage. You can export your contacts at any time. If you ever decide to leave, we will export your email in Mbox format, activities in iCalendar format, and files as zip archive. We will work with you to make your transition to another service as…
How do I implement Getting Things Done (GTD) system with Annelite?
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…
How do I import contacts from a CSV, Excel or vCard file?
You can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to Annelite in Settings > Import Contacts. After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts. Create groups & custom…
What are Categories and Groups?
One of the ways to organize your contact database in Annelite is to use Contact Groups. They are are hierarchically organized into Categories and can be managed in Settings > Contact Groups. In the left vertical Groups tab, you can collapse categories for compact view, and drag-and-drop to reorder the display sequence. This is done…
What is the difference between Groups and Tags?
Contact Groups don’t change much over time and remain more or less constant for your business. They can have hierarchy and be organized into categories. While in theory you can create as many groups as you’d like, they are limited in number from the practical standpoint. Having too many will make the list too long…
How do I create Custom Fields?
You can create any number of custom contact fields that are unique for your business. There are five types: Number Text Date Single choice Multiple choice Go to Settings > Custom Fields. You can drag-and-drop to change the order in which custom fields are displayed.
How does contact merge work?
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.
Where do the contact pictures come from?
The contact picture (a.k.a. avatar) may be pulled from a number of different sources. The first choice is Gravatar, a service which lets anyone to upload their avatars. Gravatars are identified by person’s email address, so if the contact email is a match, we will use that picture. If no Gravatar image is available, we…
What is a Contact Timeline?
Annelite automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes and files, invoices, and pending and scheduled email marketing templates. You can open each line-item for preview without leaving the page. The Contact Timeline is shared among your team in real time. This puts everybody…
How do I assign multiple contacts to groups?
To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button Select the target groups Click the Assign button Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.
How do I unassign multiple contacts from a group?
To mass unassign contacts from a group: Navigate to group in question Select contacts to unassign using checkboxes Click the Unassign button
How do I add a note to contact?
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.