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Followmail

Followmail
Followmail is a tool for creating and sending your newsletters, your specific messages to contact lists.

It contains a complete editor to assemble your templates. You can then duplicate an old message or create a new one.

You can create your distribution lists and then schedule your mailings for specific dates and times.

You also get all the statistics related to each shipment.

Jun 04
Love0

Followmail

By Configure your Collabox, Contacts, Followmail, Tips and tricks, Your CRM

The Followmail is the tool to create and send your messages, newsletters, promotions, advertisements from the Collabox!

Do you have a nice list of contacts you want to reach with a newsletter? Go no further because Collabox is your most practical tool with Followmail! It includes an email editor, but also a distribution list wizard that will search your contacts directly in the database. It also offers a mailing manager to plan your campaigns.

No more multiple lists and software, Collabox is all-in-one!

How Followmail works

To access the Followmail function, you must first click on “Contacts” in the navigation menu at the top of the page.

Next, create a distribution list. This list will include all the recipients of your message. These must absolutely be part of your Collabox contacts.

Distribution list

To create a new distribution list, first click on “Distribution List” in the left side menu.

Then select “Add a distribution list”.

Find a name for your list and then click on the “Add Contacts” tab.

Then, You will then see a list of all the contacts associated with you. Select the ones you want to add to the distribution list. Click on “save”.

The message

Once the distribution list has been created, you must prepare the content of your communication. To do this, click on “Messages” in the left sidebar.

Here you will find all the messages you have written. To create a new one, click on “Add message”.

This is where we let the imagination run wild. Followmail includes a free message editor. Once the message is composed, don’t forget to save. * From experience, we suggest that you write your messages in a text editor like Word. You will only have to copy and paste your message and adjust the layout. Tell yourself that it takes less time to proceed in this way than to start all over *.

Sending the message

Now that your message and your distribution list are complete, we can now plan the sending. To get there, click on “Shipments” in the left sidebar. You will be automatically redirected to the page containing all the shipments you have made. To create a new one, click on “Add shipment”.

Find a title for your sending, choose the sending date and the message to send. Finally, select the name of the distribution list you want from the list at the bottom. Finally, click on “Save”.

Once the message is sent, in the right column you will see the mention “Sent” as status.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Jun 04
Love0

Followmail

By Followmail, New arrivals

The Followmail is the ideal communication tool with your contacts, customers and prospects! It is a system that works like a newsletter, but the distribution lists can be customized by your company.

The Followmail – News

For subscribers already registered to the Collabox Contacts module(CRM), the Followmail has been revamped!

  • A powerful and feature-rich editor
  • A mailing system that allows you to schedule your mailings at different dates and times
  • A system for making targeted and specific distribution lists
  • Fields that allow you to personalize your message
  • The ability to include links to other websites
  • Statistical reports on the sending and performance of your messages
  • Drag & Drop” method to edit your message
  • Responsive mode for mobile devices

Distribution list

The Followmail works in close collaboration with the Collabox CRM module. Each contact in your module has the option, or not, to be part of a distribution list. It is up to you to select the option as needed directly in the contact’s record. To do this, go to the Contact tab and directly to the individual’s file. At the bottom of the page, check the “subscribe to distribution lists” box

Then, go to the “Distribution List” tab in the left-hand menu.

Add a new list or select one already made. Give it a name.

Enter the names of all the contacts that will be in your list.

Your distribution list is done. You can create many for different customers, suppliers, prospects or for all your contacts.

Messages

Select the “Messages” tab in the left menu.

Then add a new message.

Give it a name, an object and edit it.

The editing of the message is done with a multitude of tools. Personalize your message easily!

Sending a message

Go back to the left menu and click on “Shipments”.

Add a shipment. Fill in the requested fields, add the message and check the desired boxes. For example, the box “Request confirmation of receipt of email” is shown.

Finally, check the distribution list that your message is intended for. Several lists can be checked simultaneously.

Followmail statistics

Collabox keeps track of your messages and offers the possibility to see the statistics related to the opening of your messages. To check your statistics, go back to a sent message and select the “Contacts” tab.

A list of all the contacts who have received the message is displayed, with a column entitled “Number of consultations” and another entitled “Date of first consultation”. So you see who opened and read your message!

If you have any questions, please contact us and we will be happy to answer them.

info@collabox.com (418) 907-9274