Articles regarding email functionality setup and management
By ClientSuccess1 author5 articles
1:Many Email EnhancementsLearn how to remove recipients from the 1:Many email audience preview and how Engagement App emails limit recipients to the current customer.
1:Many Email Enhancements: Drafts, Signatures, and SchedulingLearn how 1:Many email drafts auto-save, how to set personal and dynamic sender signatures, and how scheduling validation works in ClientSuccess.
1:Many EmailsLearn how to send 1:Many emails in ClientSuccess: bulk personalized emails, templates, segments, scheduling, grouping by customer, and daily send limits.
Advanced Email Filtering - 1:Many Emails Access ControlConfigure advanced email filtering rules to exclude auto-replies and OOO from Engagements, plus 1:Many email send-on-behalf access controls.
Blacklisting Emails From SyncingLearn how to blacklist emails from syncing to ClientSuccess Engagements by filtering on domain, email address, subject, or body in email settings.