You can export all contacts by going to the top Contacts tab and clicking Export. To export individual groups, navigate to that group, then click Export. To export your activities in iCalendar format, click Export on Calendar view. At this time only we can export your emails and files, and will do so upon your…
Email marketing automation is an integral part of CRM in Annelite. The same features used by email marketing pros are included with every paying plan at no extra charge. Email Autoresponders let you send a series of automatic emails to a contact at specified intervals. Each autoresponder campaign sequence is associated with a group of…
Auto-replies are one-off messages sent in response to an email or web form submission. They can be sent to anyone, and don’t require that a recipient is assigned to a certain group of contacts, or even has a contact record in your database. Auto-replies are triggered by Filters. Autoresponder Campaigns are a series of automatic…
Setting up an automatic reply is a two-step process. Go to Settings > Auto-Replies and add a new one Create a filter that triggers the Auto-Reply. Go to Settings > Message Filters > Add New Filter. Enter filter criteria and click Add action. Choose Add Auto-Reply from the drop-down of available actions, then choose the…
No. We allow you to send emails only to people who know you and explicitly gave you the permission to send them email. People on rented or purchased lists will likely not know you or expect a bulk email from you. This will cause spam complaints or result in blacklisting that will hurt your business…
Merge Tags are placeholders that allow you to personalize and customize your email marketing. Merge Tags are replaced with the actual customer data, such as first name or a custom field value, when email is sent. For example, “Hello [FIRST]” will be replaced with “Hello James.” Here is the list of merge tags with examples:…
The system folder Newsletters contains email newsletters that have been sent, are being sent, and are scheduled for future delivery. You can stop the sending of future and in-progress newsletters by clicking Cancel Sending. The status shows how many newsletters have been sent and the total number of recipients.
If you check the Do Not Mass-Email box on the edit contact screen, the contact will be excluded from future mass emails, including autoresponder campaigns and newsletters. You can still send manual one-on-one emails.
If you have an HTML email newsletter template designed in an another application you can easily transfer it to Annelite. Just follow these simple steps: Click on the HTML button on formatting toolbar to open the HTML source window Open the HTML source code of your newsletter design in a text-editing application and select all…
To add an unsubscribe link to your email marketing template, use the Merge Tag [REMOVE]. It will be replaced with the actual link. When a recipient clicks on the link they will need to confirm their unsubscribe request. Both autoresponder campaigns and newsletters in Annelite are sent to a group of contacts. When a recipient…
FreshBooks is a simple invoicing and time tracking service that helps you send, track and collect payments quickly. To link and sync your Annelite and FreshBooks accounts, follow these simple steps: In your Annelite account go to Settings > Add-ons. Click on the Activate link under the FreshBooks logo and enter your FreshBooks account (login)…
First, go to Settings > Add-ons and activate the networks. You can add several accounts for each, for example, your personal and company Twitter accounts. Second, make sure that the user you’re logged in as has permission to post status updates to social networks. To do so, click on your name in the top right…
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