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  • Creating A/B Email Tests
    Email testing is essential to honing your email communication to reach and exceed conversion goals. When testing, email reports show the results of email campaigns in regard to performance and delivery.
    Last Updated 10/04/23

  • Email Suppression Settings
    Engagement-based suppression is a tool in Lead Gen & CRM that prevents emails from being sent to unengaged leads. Learn how and when these settings can be modified.
    Last Updated 07/11/24

  • Importing Emails and Templates from .ZIP Files
    If you have an email that was designed outside of Lead Gen & CRM, you can import these directly into the Lead Gen & CRM Email Designer.
    Last Updated 07/19/24

  • Sending from Lead Owner When Using Automation
    Lead Gen & CRM allows you to create and send an email that can appear to come from any number of people who are designated as a lead owner.
    Last Updated 07/19/24

  • Why Emails Look Different Across Email Clients
    Different email clients render emails in different ways.
    Last Updated 07/24/24

  • Restoring Previously Saved Emails
    Marketing emails are the voice of your company, delivering a message to your leads and encouraging them to convert into sales. The Lead Gen & CRM email designer makes it easy to build marketing emails that effectively target and nurture your prospects.
    Last Updated 11/02/24

  • Scheduling Emails
    Emails are a crucial part of lead generation. Being able to craft an email that will reach a large number of recipients at a personal level is an important way to use Lead Gen & CRM.
    Last Updated 07/26/24

  • Sending Repeatable Emails
    By default, Lead Gen & CRM does not allow for repeat emails to be sent to a lead. This is a protective feature to prevent users from accidentally sending the same email a second time—or intentionally spamming recipient inboxes with unwanted emails.
    Last Updated 07/24/24

  • Sending Smart Mail to Multiple Recipients
    Smart Mail is a tool that lets you send one-off emails to your leads. You can send Smart Mail from Contacts in the Lead Gen & CRM platform and from Sales Opportunities.
    Last Updated 07/26/24

  • Creating Email Folders
    Finding emails is easier when they're grouped together by commonalities in folders.
    Last Updated 07/26/24


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