Email Delivery Method
Instructions on how to configure Email Delivery Methods
By Chris1 author8 articles
- Email Delivery Method ConfigurationThis method delivers lead details in the body of an email template, including a Client Portal link.
- Email Field MappingsEmail field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
- Email Delivery Email TemplateCreate a custom email template to send your client lead data
- Email Delivery SettingsTo and From settings for lead email delivery.
- Email Retry Settings TabUse the Email Retry Settings to tell the system to retry delivery for failed delivery attempts.
- Email Portal Permissions TabClient Portal user email settings for IVR calls, File Attachments, and Analytic Data.
- Email Delivery Schedule TabUse the Email Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
- Email Notifications TabUse the Email Notifications Tab to create notifications for you or another team member for failed email deliveries to the client.