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Tag Archives: Email

Email Templates – Ivinex Webinar Video

In this webinar, we will be learning how to create email templates with static and dynamic content, and the different ways in which email templates may be used.

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Syntax Codes and Equations

Syntax codes provide a more advanced method for retrieving, chaining, and performing calculations on data from different fields. From creating simple mail merge functionality to performing complex equations using many data fields, syntax codes make this possible.

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System Email Accounts

Ivinex allows you to add Email Accounts that the system will check and import into Ivinex. If you add emails here then you also need to configure your Email Mapping. To add a System Email Account click the “Add” button under the table headers (Fig. 1). Doing so will show a green popup box with the  Full Article…

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User Preferences

Your user preferences contain settings for the general functionality of the site, like time zone, how many records to display in a table at a time, Email, Calendar, Password, and Activity settings. To view and edit your preferences you need to click on the “Preferences” link in the upper right hand corner of your site  Full Article…

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Outlook Plugin

Outlook is a very popular Email client used by many of the businesses in existence today. Because of this we created a plugin that will help you integrate your Outlook client with Ivinex. With this plugin, you can import emails and contacts straight into Ivinex with a single click. To download the install file for  Full Article…

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Email Mapping

Email mapping is used to process the emails sent to Ivinex by the Ivinex Outlook Plugin. The Email Mapping tool can be found by going to System Preferences and clicking the “Email Mapping” link (fig. 1). The Email Mapping wizard will pop up (fig. 2) after clicking the “Email Mapping” link in the admin system preferences  Full Article…

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Mail Merge Variables

Want to make a custom mass email that grabs the user’s name and other info automatically? Maybe you need to set something in a workflow using the information of a certain record. Whatever the case, you’ll need to use mail merge variables. What Are Mail Merge Variables? Mail merge variables are a way to grab  Full Article…

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How to Send a Mass Email

So you want to email a group of people all at once? Your best bet is to use the Mass Email tool. You can find the Mass Email tool in the upper right hand corner of your Table View. If you can’t find it, you may not have permission to mass email on that tab.  Full Article…

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