Webinars

• Communications: The Basics (45 mins.)

  • Handout (PDF)
• 5 Email Templates You Should Customize (and how to do it!) (1 hr)
  • Handout (PDF)
• 5 Ways to Ensure Your Emails Get Through (~45 mins.)
  • Handout (PDF)

The Basics

Communications Setup

• Signatures
• Email Templates
• Automated Messaging
• Communication Categories

Email Settings

• Email Bulk Mode Threshold
• Junk Mail Threshold
• Default "From" Email Address
• Archive Email Address
• DNS Verification
• Flood Protection
• Test Mode
• Unsubscribe Message
• How to change restrictions on an email
• Bulk Email Tracking
• Bulk Unsubscribe

Sending Email

• Via the Quick Actions shortcut
• Via a Contact Record- Send a General Email
• Via a Contact Record- Send an Invoice
• Sending email to all individuals in an organization/office/business
• Sending email to many individuals at once (Bulk/Mass Email)
• Forward an email
• Send a preview of an email
• Attach a File to an email
• Schedule Delivery of an email
• Email Drafts: Save a Draft, Edit a Draft, Send a Draft

Advanced/Related Topics

• Review Communications
• View Email Delivery Statistics
• Send a Push Notification
• Email Designer Videos