Including mail list custom fields
If you want to include custom fields in your email template from particular mail list you will need to add manually to the email template content.
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Creating mail lists
After you added the survey a new column will be shown. This is the part where you can send the survey. You need to select particular mail list for this survey. You can also select multiple mail lists. Select the desired mail lists and click send. All ...Sending survey to mail lists
If you are sending survey to custom added mail lists Only for logged in participants need to be unchecked. Select the custom made mail lists you want to send and click on the send button.Setup Ticket Form
Embeddable ticket form in Our CRM is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this ...New Customer
Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support ...Recurring Tasks
Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left button New task A popup modal will be shown to add new task. ...