04-27-2020 04:29 AM - edited 04-28-2020 05:41 AM
it’s a great tool for setting up a nurture campaign within your Gmail account to re-engage leads from a previous quarter with collateral. This feature can also track recipient actions like email opens and link clicks and automate follow-up depending on how each recipient engages upsers
3 weeks ago
Drafting an email in Agile CRM is incredibly easy with its intuitive email builder. Simply open the email editor, draft your message, and insert any graphics you want. You can also create a mail merge with an attachment—essentially, you can do anything that you can with a normal email sent form Agile CRM. Next, you will tell the system which fields you want it to merge for each individual contact. You just move your cursor to the point in the email where you want that value to go, click the “merge fields” button in the email editor, then select the field you want, and then the value each recipient has in that field will automatically get pulled into their email.