Mailing

Viseven CRM supports two mailing options: mail-out and rep-triggered emails.

To send an email:

1. Go to Contacts.

2. Click the Contacts subsection.

3. Select the contact or contacts you want to email.

4. Unfold Actions.

5. Click Send email:

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The email form pops up. Fill in the fields:

• From: click the field and select the sender address in the drop-down.

• Subject: add the email subject.

• Email template: click the field and select an email in the drop-down.

• Body: type your message.

• Click OK to send.

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The email template selection automates some fields completion.

The Subject field is autocompleted with the email template's subject, should it feature this value as its metadata. Feel free to change it at your discretion.

The Body field is populated with the email template's preview.

You email is sent to the selected contacts.

You can publish your emails from eWizard to Viseven CRM or export them in the supported formats from eWizard.

Merge tags

For targeted emails, you can use the merge tags feature.

It allows for some values substitution: first and last names, emails, positions, etc. Using merge tags, you can send the same template to various persons with no need to create an individual email for each contact.

eWizard Editor supports the merge tags functionality in emails.

The list of the merge tags available is as follows:

• Account salutation

• First name of the customer

• Last name of the customer

• Full name of the customer

• Email of the customer

• First line of the address of the customer

• City of the address of the customer

• State of the address of the customer

• Postal area (zip code) of the address of the customer

• Name of the employee – user name

• First name of the employee – first user name

• Last name of the employee – last user name

• Phone of the customer

• Free text box, user can fill it with own text

• Share a web-conference link

• Shared link