If you’re wondering how to send a simple email, the process is straightforward. In the top menu go to Marketing > Contacts Here you’ll see a list of contacts. To find a specific contact, enter their name in the search bar You may also use Filters from the right column to find categories of contacts by tag, city, or any of the fields in your contact record. Remember that filters are cumulative so when starting a new search be sure to click Clear. A single click on a contact listing will take you to their record. To send an email, …
How To Send A Simple Email To Multiple Contacts In Agile CRM
If you’re wondering how to send a simple email, the process is straightforward. Let’s say I’d like to send the same email to multiple people, but personalized for them. First I’ll filter my contacts by the criteria I’d like. Now I have my list. I’ll check the box to the top left of the list to select everyone from that page, AND click Select All X Contacts to make sure I get everyone who meets the criteria I selected. Once I have my list, I’ll select the “Send EMail” button This will pop up an email window. You’ll see the …
How To Check Who Has Entered Your Forms From Agile CRM
First, go to Marketing > Campaigns In the left menu select Campaigns You’ll see the campaign categories. Double click to see the campaigns. In this case we’re looking at campaigns within the lead generation category. Hover over a campaign and click on the bar chart icon to see reports. Click on Subscribers and you’ll see who has completed your form Click on a name to bring up their contact record. Click on Timeline and you’ll see all of the activity for this contact. in this case you’ll see that we have been sending emails for some time before we triggered …