Date: Fri, 29 Mar 2024 06:06:52 -0400 (EDT)
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Subject: Exported From Confluence
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May 2022
May 2022
Outlook Bi-Directional and Reverse Sync Enhance=
ments
- Today you will notice a small modification to the name of the activity =
record =E2=80=9CDetails=E2=80=9D field. The =E2=80=9CDetails=E2=80=9D field=
will now be called =E2=80=9CNotes=E2=80=9D. The functionality of the field=
is not changing. It will remain a private field on the activity where you =
can store any notes related to the activity or interaction.
- What do you need to do about this change?
- Nothing. All information previously added to the =E2=
=80=9CDetails=E2=80=9D field will still exist, but the field will now be ca=
lled =E2=80=9CNotes=E2=80=9D.
Introducing a new checkbox field to "Activity Operations" called "Sync to [Integra=
ted Calendar Provider]" Where [Calendar Provider] is Outlook or Google Cale=
ndar
- When the "Sync to [Integrated Cal=
endar Provider]" checkbox is selected, the event will sync back to the inte=
grated calendar according to the user preferences, and the new 'Event Detai=
ls' field will populate the description or body.
If reverse sync or bi-directional sync is not chosen, the "Event Detai=
ls" field or "Sync to [Calendar Provider]" field will not be displayed =
;
Scheduled Email Blast Improvements
- You can now schedule campaign mass emails to send at a future date and =
time. With this feature, you can ensure emails are sent at the best time an=
d date to optimize results and have a greater chance of being opened.
- When sending an email, you can select =E2=80=9CSend Now=E2=80=9D to sen=
d the email at a point in time, or =E2=80=9CSend Later=E2=80=9D which will =
allow you to schedule the email for a future date and time. Selecting "Send=
Later" will produce a calendar icon. Click on the calendar, and set the da=
te, and time you want to send your email. Select the date and click =E2=80=
=9CSelect.=E2=80=9D
Admin Capability
- Admins have access to Mass Email Management in the communications block=
of admin settings. Here, you can access the status and schedule of all mas=
s email activities. As well as editing and deleting scheduled activities. T=
ake note: if scheduled emails are not canceled 10 minutes before their sche=
duled time, they will go out automatically. You may not cancel a scheduled =
email that is already in progress.
Find Scheduled Mass Emails
- Scheduled email blasts appear on the contact/lead page in the emails se=
ction block for all parties involved with that activity, lead, or contact. =
If you are an administrator, you can also view email activity in Mass Email=
Management in admin settings.
Modifying Scheduled Emails
- The communication of the email activity can be modified by selecting th=
e contacts and leads that are associated with the email blast. Just expand =
the emails section block on the contacts/leads page. Here, you can delete o=
r add recipients, change the date and time, and edit the subject and detail=
s of the email. Once the time reaches 10 minutes prior to draft sending, yo=
u are no longer able to edit the email.
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