• Two Way Email Sync for Outlook

    Using 2-Way Sync for Outlook, Users can link their Outlook account with the CRM and sync emails to and from both platforms. Both platforms will create a connection when an email is first sent out from the CRM. All subsequent emails in the thread will be in sync between both…

  • How to Set Up Unsubscribe Links

    An unsubscribe link is a link within your email that allows recipients to opt-out from receiving any email newsletters for your products or services. Maintaining a clean email list is imperative for email deliverability, and adding an unsubscribe link in the email footer is always the best practice. Covered in…

  • How to set up a dedicated sending domain within a Sub-Account

    Email marketing is a great way to reach customers and increase sales. But if you’re not careful, you could end up in trouble. A dedicated sending domain gives you control over what appears to be coming from your business. That means you can avoid spam filters and other issues that…

  • What is VenderFlow Email?

    VenderFlow Email is designed to help businesses avoid the hassle of signing up for Mailgun or any 3rd party email service provider. In the past, when a business signed up they would need to either integrate with Mailgun or another email service provider to send/receive email. With VenderFlow Email, sending & receiving…

  • How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer

    Our email composer is equipped with the functionality of CC and BCC capabilities, providing a robust emailing experience. This feature allows users to effectively manage their communication by engaging multiple stakeholders in a single thread while preserving individual confidentiality. As an integral part of our user-friendly solutions, this feature continues…

  • How to use Conversation Filters & Bulk Actions Overview

    The Conversation left panel is a new addition to the Conversations UI, which helps users filter conversations & perform various actions on them. Features: Bulk actions (limited to 100 conversations at a time) You can perform Conversation specific Bulk Actions to handle multiple conversations at a time, You can perform the following Conversation…

  • How to manually attribute sales to affiliates

    Unlock the full potential of your affiliate program with our latest evergreen feature – “Manual Sale Attribution”! Seamlessly attribute sales to affiliates, even in cases where affiliate links weren’t used or for offline sales. Take control of your affiliate program’s performance and reward your affiliates accurately! Covered in this Article:…

  • How can my affiliate see their stats on the Client Portal?

    The Client Portal is a dedicated platform to enhance your affiliates’ interaction with your business. This secure, user-friendly interface provides affiliates access to critical information like tracking leads, commissions, payouts, and customer data tied to their affiliate links. It fosters smooth communication and streamlined operations between your organization and its…

  • How to set up a Workflow for the Affiliate Manager?

    Workflows have automated actions to manage affiliates efficiently, including adding contacts to the affiliates list, updating their status, and adding or removing them from a campaign. The Affiliate Created trigger is also available, simplifying managing affiliates and making the journey more organized and efficient. Covered in this Article: What is…