FAQ's
You can create an Email, SMS or Letter template in the Web Portal > Settings cog > Email and SMS > Templates. Templates can be used in the CRM ...
Thu, 13 Apr, 2023 at 2:11 PM
To edit / delete templates in your account Web Portal > Settings cog > Email and SMS > templates and select the template from the drop down box tha...
Thu, 6 Apr, 2023 at 1:55 PM
To add Placeholder information to your Templates, press Ctrl + Space to view placeholder options then choose the ones you wish to add to your templates. ...
Thu, 6 Apr, 2023 at 1:56 PM
Emails sent through your account from the CRM and Form submissions will generate a bounce log notification should the receiver's email address be incorr...
Wed, 12 Apr, 2023 at 1:46 PM
A bounce log is when you get a notification of the details of an email not being sent. You can change the Bounced Email Log Notifications here.
Wed, 12 Apr, 2023 at 3:56 PM
You can view if an email has been sent to your client by going to the client details in the CRM. In the web portal, go to CRM > Contacts > then ...
Fri, 7 Jul, 2023 at 1:30 PM
The SMS messages sent from Formitize originate a copy from a non-reply number, not your personal phone number. It might be necessary to inform your clients ...
Fri, 5 May, 2023 at 1:59 PM
To update the email address for bounced emails, Web Portal > Tools > Email Log. Within the View Email Log, locate the Email Bounce Log and specify ...
Tue, 20 Jun, 2023 at 2:59 PM
Usually when emails have certain attachments that are too large such as 25mb, the size of the file is too large and much larger then other attachments. This...
Thu, 6 Jul, 2023 at 11:39 AM