Do your contacts have multiple email addresses?
Keep up with changes to your contact database. Make sure you use the latest email address. Use the search in Contacts to find contacts with multiple email addresses, then make the newer email address the primary email.
If Email Marketing means just “sending and hoping”, then you really don’t need EBSuite.
But, since the data in EBSuite is a valuable list of prospects and customers then, let’s make sure we know what were doing.
The beauty of EBSuite is that the Email Campaign you build plugs the results right back into your…
Take 20:35 minutes and review this video playlist: (Use >| to advance to the next video)
Create a Drip Email Campaign 5:07
Marketing Templates 4:49
Send a Blast Campaign 5:31
Marketing Effectiveness 5:08
The Effectiveness Analytics in EBSuite can tell you who read your email, which links in the email were viewed and give you an immediate handle on the “reads” so you can escalate the marketing effort on those who expressed interest.
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In EBSuite, when you create an appointment and invite an attendee, he/she will receive an appointment invitation email. The content of the email can be configured at
Account -> Setup -> Email Templates -> Appointment -> Appointment Invitation
In the bottom of the page, you will see a checkbox: Send MS Outlook Meeting…
We’ve just posted some new content in our
Online help for
Email to Case auto creation ( also with PDF Download )…
A customer recently asked: In opportunity management, how do I schedule an email to be sent out on a later date? Or more specifically, send out an email X days before the Opportunity close date?
There are two ways to do this:
Manually schedule an email for a later date:
EBSuite has always had the ability to automatically convert email -> case. You can setup an email account, and we periodically poll the email account, and convert new emails to cases.
Account -> Setup -> Case -> “Automatic Email -> Case Creation”
We’ve recently added the following enhancements:
We are in the process of consolidating our help/doc/KB/FAQ/tutorials into one place:
EB Learning Center. As part of this ongoing effort, we just posted the new <Email Campaign Guide>, located under the [Online Help] section, at http://www.ebsuite.com/iHelpLearn.jsp
We introduced a newer email client in the “Today” applet on the Main page some time ago. Now users may choose to use the Traditional Email UI, or the New Email UI, in Account -> Preferences -> General / UI -> User Interface.
If you choose New, you will see that both the Inbox and…