In Annelite, a Tag is a non-hierarchical keyword or label assigned to an object such as a Message, Contact or Activity. A tag is metadata that helps describe an item and allows it to be found again by browsing or searching. Even though Tags are typically chosen informally and personally by an individual user, they…
You can send a personalized Email Newsletter to any group of contacts exactly the same way as you would send a one-on-one email. To send an email newsletter, navigate to the group of contacts in the left vertical Groups tab, then click Newsletter button. Select Email Identity to send email from. You can insert pre-written…
Email Autoresponders is one of the email marketing features available in Annelite. Autoresponder Campaigns allow you to send a series of automatic follow up emails to any group of contacts. These email templates are delivered in sequence which is initiated at the moment a contact is added to a group. The sequence proceeds in specified…
You can post forms from your website directly to Annelite using our Web Form API. This requires a few simple modifications to your existing form: Change the form action to post to http://your-account-name.annelite.com/api/httpform Change the field names to match contact fields in Annelite. If your forms contain additional fields that don’t correspond to the fields…
Annelite is the cross between email and CRM. We pioneered the concept of email-based CRM back in 2005 and have been leaders in this field ever since. Conventional email management methods in combination with contact management and calendar apps just aren’t getting it done any more. Actually, that’s being kind. Getting things done using traditional…
Any email, CRM, contact management and calendar app that you may have come across in the past is linear (or flat, if you like database terminology). It means that each part is separate and independent from another. Google is a fine example of linear structure. They have email, contacts, calendar and files. However each part…
Before they started using Annelite, our clients (ourselves included) managed their customer relationships using a combination of other software. This patchwork approach required endless copying and pasting between multiple apps, and constant switching back and forth between different windows to gather and reconcile customer data. Annelite eliminates all of this mindless busy-work so you can…
Annelite’s shared email Inbox is packed with features to help your team streamline email management. For starters, you can use Annelite to send and receive email from any number of personal and company emails, such as you@yourcompany.com, sales@mycompany.com, support@anothercompany.com. All email sent and received by you and your team members is displayed on the Contact…
There are two ways by which you can receive your existing email in Annelite: Auto-forwarding IMAP and POP We provide examples for Gmail and Google Apps. Other services will have a similar setup, please consult their documentation for details. Here are some other links for email auto-forwarding: GoDaddy • Yahoo! • Apple • Outlook Auto-forwarding This…
Please consult your email service provider’s documentation for complete details on setting up forwarding or IMAP/POP access. (In Gmail, click the Settings gear icon at the top right and go to Forwarding and POP/IMAP.) There are three ways to get incoming email into Annelite. 1. Auto-forwarding (recommended incoming option) This is the easiest way of…
To send outgoing email from Annelite, you will need to set up at least one email identity. Email Identities allow you to choose which address you want to use to send an email. For example, you can set up identities for both you@yourcompany.com and sales@someothercompany.com and you’ll have access to both addresses from within Annelite. You can set…
When you archive a message, it is removed from its current folder. The message will remain permanently archived in the system. You can search for it, or see it in the All Mail folder and the linked contact’s timeline. This functionality allows you to keep your email folders clear of messages that have already been…
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