FAQ's

How do I create an Email, SMS or Letter template?
You can create an Email, SMS or Letter template in the Web Portal > Settings cog > Email and SMS > Communication Templates. Templates can be us...
Thu, 27 Jun, 2024 at 1:42 PM
How do I edit / delete a Communication Template?
You can edit / delete templates in your account Web Portal, by going to the Settings cog > Email & SMS > Communication Templates. Then select...
Tue, 30 Jul, 2024 at 12:40 PM
How do I add Placeholder information to my Templates?
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.  ...
Tue, 30 Jul, 2024 at 12:45 PM
How do I change my Bounced Email Log Notifications?
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...
Tue, 30 Jul, 2024 at 1:23 PM
What is an Email Bounce Log?
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, so that...
Tue, 30 Jul, 2024 at 1:28 PM
How do I know when an Email has been sent?
There are a number of ways to check whether an email has been successfully sent, and can also set up email notifications if an email bounces. How do I cha...
Tue, 30 Jul, 2024 at 2:05 PM
How do I change the email address for bounced Email notifications?
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
Why are my Emails queued and not sending ?
If an email is queuing and then bounces or reports back as a failure or bounce notification, then it may be that the email address it has tried to send to i...
Wed, 31 Jul, 2024 at 11:49 AM
How do I edit / adjust the Email footer?
In the Web Portal, go to the Settings Cog > Email & SMS > Email Footer. You will be able to edit the field with what you would prefer to ...
Fri, 21 Jun, 2024 at 12:35 PM
How do I add a hyperlink to an automated communication?
There are a couple of ways that you can add a link to an automated message. If you would like to simply add the link address, you can paste or type it i...
Tue, 25 Jun, 2024 at 11:33 AM