Drag and Drop Images for email messages, email templates and email signatures
Benchmark CRM provides a drag and drop option for images in email campaigns, templates, and signatures. Following are the steps to add images. Adding images to an email campaign. From the left navigation, select Email. Create the email per your requirement. On the email creation page, once you have created the email, navigate to the image available on your computer, and drag and drop it in the email editor. You
How can I make sure my Benchmark Email unsubscribes also opt-out my CRM contacts & leads?
The integration between Benchmark CRM and Benchmark Email is a two way integration. The opt-out or unsubscribe details are synced between Benchmark CRM and Benchmark Email platform. Opt-out field sync from Benchmark Email to Benchmark CRM As a Benchmark Email user, if one of your contacts is marked as an Unsubscribe in your account, and your account is synced with the Benchmark CRM through API integration. The unsubscribed email address
How to create an email template?
While following up any of your contacts/leads, templates can be handy where repetitive messages need to be sent. In simple words, email templates are reusable HTML files to create email campaigns. Using an email template allows you to produce campaigns faster and more consistent. Instead of having to rewrite an entire email from scratch for every send, you can simply use a template with merge tags and attachments. How to
How do I know which templates will appear in my email when sending emails to a Lead/Contact?
The Record type selected when creating an email template plays the key role to what your contacts/leads will see when receiving your emails. If you created a template for a project record type this template will not be visible in the public folder when selecting a template to use for a contacts/leads. One of the reasons is that the options available in the drop-down of “Field Type” under “Merge fields”
How do I turn off email notifications for emails I send out from the CRM?
Did you start sending emails and now your inbox is full of notifications? Well Benchmark CRM allows you to turn off these email notifications when sending emails from the CRM. Following are the steps to turn off the notifications. Click on settings Under personal settings, click on Email Notifications Select the check box which says “Don’t send me copies of email I send through CRM”. Click on green check button
How do I know if my contacts or leads have opened my email?
Benchmark CRM provides an option to track the emails opens sent from our CRM platform. Following are the pages where you can optionally add tracking to each email created via email composer. Page: Compose Email Messages Page: Contact Detail (messages tab) Page: Lead Detail (messages tab) This feature is optional, giving you control of knowing who opened your email and who did not. When the email tracking is switched on,
Why can’t I send emails using a Yahoo email address?
Email Addresses and Exceptions Although, Benchmark CRM allows you to use all the verified email addresses as FROM email addresses. You may face email bouncing issues when using an public email address from Yahoo. Why emails sent with Yahoo address are bouncing? Yahoo has updated the DMARC record with "p=reject" for multiple Yahoo domains, all DMARC compliant mail receivers (including Yahoo, Hotmail, and Gmail) are now bouncing emails sent as
Email From Name Options
Benchmark CRM provides a choice on how your FROM email address appears in all your email messages: Option A: Use Bmarksend.com This default option will format your emails as: your first name + your last name + your company name/domain name @bmarksend.com Example: BobSmith.Acme@bmarksend.com Option B: Use your own email address This option allows to use your signed up email address as FROM name. Example: email@example.com To choose from the
Which CRM users may see an email thread?
You can see an email if you belong to one of the following groups: Users that are part of the email thread The From Sender, any CC users and any BCC users may access the email thread in the CRM. Also, since an email can be transferred to another user, whoever is the From Sender after transfer can see the email thread. Users that own or have permission to view
So do I have to change my email address to one you assign?
Not at all. When you start an outgoing message in the CRM, everyone who should get a copy of the message gets an email. The email will show it is from you, it will list your regular email address in the From field, but any replies go back to the CRM. We’ll take it from here, sending you an email copy of the reply and making sure the message gets