Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your IMAP or POP server. Make sure you import your contacts first, this way imported emails will be automatically associated with contacts based on the sender’s “From:” email. Calendar import is not supported at this time,…
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Annelite account with external websites, systems and processes: Web form API Email API Developer API v3 Developer API v2 (deprecated)
The Email API allows you to create and update contacts by including specially formatted code in the body of email received in Annelite: ### BEGIN CREATE CONTACT ### API_KEY: EMAIL: FULL_NAME: FIRST_NAME: LAST_NAME: JOB_TITLE: COMPANY: CONTACT_COMMENTS: PHONE(LABEL): WEBSITE(LABEL): MESSENGER(LABEL): FAX(LABEL): CUSTOM_FIELD(FIELD_NAME): ADDRESS(LABEL):#START# #END# TEXT(LABEL):#START# #END# BLOCK NAME|PHONE(LABEL): GROUPS: {comma-delimited list of group IDs} OPTIONS: {overwrite/update/cancel}…
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.
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