Table of Contents

• Initial Communications Setup
  • Configure your Default From Email Address
  • Configure your Unsubscribe (Opt-out) Message
    • What Happens When an Email Recipient Opts-out
    • Change the Restrictions set on an Email Address
  • Configure Visibility of E-mail Addresses when sending a Mass E-mail (Email Bulk Mode Threshold)
  • Flood Protection Settings
  • Logging Messages sent via Outlook (or other email service)
    • View and Match Un-Matched Emails
  • Setup Sender Policy Framework (SPF) Record
  • Verify DNS
  • Automated Messaging
  • Configure Communication Categories
  • Signatures
  • Bulk Unsubscribe
• Sending Emails
  • Send an Individual Email
  • Send an Email to all individuals in a business/office
  • Send a Mass Email
    • SPECIAL TOPIC: Bulk or Mass Emails: Best Practices
  • Preview an Email
  • Preview Data in an Email (Coming Soon)
  • Send an Email Attachment
  • Forward an Email
  • Schedule an Email
  • Working with Email Drafts
• Create and Manage Email Templates
  • View a Default Email Template
  • Edit a Default Email Template
    • Add Merge Fields to a Template
  • Add a New Email Template
  • Copy an Email Template
• Outlook Add-on
  • Install the Outlook Add-on
  • Attach emails to contacts/projects with the Outlook Add-on
• Communications Module
  • Review All Communications
    • View Email Delivery Statistics
  • Send Newsletters
  • Push Notifications
    • Send a Push Notification
• Email Designer
  • Designing Your Newsletters
    • View Default Email Designer Templates
    • Create an Email Designer Template from Scratch
    • Template Settings - Body
    • Standard Tools
      • Columns Tool
      • Text Tool
        • Add Merge Fields to Text
      • Image Tool
      • Social Icon Tool
      • Video Tool
      • HTML Tool
      • Divider Tool
      • Button Tool
    • Custom Tools
      • Add a List of New Members to Your Newsletter
      • Add a List of Upcoming Events to Your Newsletter
      • Add a List of Web Content to Your Newsletter
      • Add a List of Forum Topics to Your Newsletter
  • Email Designer Common Tasks
    • Copy/Duplicate a Block
    • Move a Block
    • Delete a Block
  • Email Designer Merge Tags
  • Sending Your Email Designer Newsletter
    • View a Preview of Your Newsletter
    • Email a Preview of your Newsletter
    • Send Immediately
    • Schedule for later delivery
  • Email Designer FAQs
  • Email Designer Video Tutorials
• Email Display Issues With Outlook (standard editor and Email Designer)
• Communications Reports
• Communications Video Tutorials