Sending email

How do I send a mass email to a contact group?

To send an email to a group of contacts, go to that group and click 'Mail to group' button.

How do I personalize email messages?

Relenta provides application-wide mail-merge by any of the following contact fields:

• [FIRST]
• [LAST]
• [TITLE]
• [COMPANY]
• [EMAIL]
• [COMMENTS]
• [CUSTOM FIELD NAME]
• [REMOVE] (unsubscribe link, available only in email campaign templates)

These mail-merge macros can be used when sending individual emails, email campaign templates, as well as canned responses.

Mail-merge macros can be used both in the body of the message and subject line.

NB! For the mail-merge macros to parse and merge, you need to click Compose from within a contact view, or reply to a message from contact in the Inbox. If you click Compose in the Inbox, the macros will not be recognized.

How do I create an autoresponder?

Setting up an autoresponder is a two-step process.

1. Create autoresponder. Go to 'Settings' > 'Autoresponders' > 'Add new autoresponder' and enter autoresponder information: From, Subject, and Message body.
2. Create a rule that triggers the autoresponder. Go to 'Settings' > 'Email filters' > 'Add new filter'. Enter email filter criteria and click 'Add an action'. Choose 'Add autoresponder' from the drop-down of available actions, then choose the autoresponder you would like to send.

How do I personalize canned responses?

Relenta provides application-wide mail-merge by any of the contact data fields (see How do I personalize email messages topic for additional details).

These mail-merge macros can be used in not only in canned responses, but also general compose window, mass-email to group of contacts, email campaign templates, and so on.

NB! When you use macros in canned responses, they will be displayed in the compose window unparsed, i.e. [FIRST], [COMPANY], etc. They will be replaced with the actual values only after you click Send.

How do I add a default email signature?

There are two ways to add a signature to outgoing email.

1. Specify a default signature for email identity. When that identity is selected from a drop-down menu in compose window, specified signature will be automatically inserted in the body of the message (provided that it hasn't been altered by typing).
2. Use canned responses to manually insert signature in the email.

What are email identities?

Email identity is combination of 'From name' and 'From email' fields. Each department can have any number of email identities, which can be assigned to a specific user (John Smith ), or shared among multiple users (sales@mycompany.com).

When composing an email, users select email identities from a drop-down list.

How do I configure remote POP/IMAP/SMTP accounts to send and receive email?

Relenta allows you to add any number of incoming (POP/IMAP) and outgoing (SMTP) email accounts. To add an email account, follow these steps:

1. Click on 'Settings' tab > 'Email settings' > 'Add new email account'
2. Enter email account information and choose protocol type from the drop-down menu (POP/IMAP/SMTP)
3. Click 'Save'

Can I use personalized email addresses *****@mycompany.com?

Yes. Relenta can read email from any number of POP/IMAP email accounts that you specify.

You can also specify any number of 'From' email identities and use them on the fly when composing and/or replying to email.