Gmail tracking will write a comment to your card activity showing a snippet of the messages you send to the lead contact, as well as any reply. The comment also includes links to the original message in your Gmail platform. This comes in handy as a quick launcher to messages and also a quick overview to follow up on the conversation at a glance.
Gmail tracking will also write comments of the messages you send from the Gmail service.
NOTE: Gmail tracking comes activated by default and updates the activity section of your card every 15 minutes.
Follow the steps below to add more account to Gmail or visit Google’s “Send mail as” configuration help page.
If you want Crmble to keep track of the replies send to other accounts connected to Gmail, you need to activate also the so called “Check email from other accounts” option right below the previous setting in Gmail. The process is very simple and requires just a few steps as described below or visit Google’s check mail from other accounts help page.
Gmail includes a nice signature creator that lets predefine what signature to use by default with any email account connected to Gmail with th “Send mail as” feature. With this new update Crmble will capture the by default signature you have configured in Gmail. A small preview of the signature is also available in Crmble’s mail composer.
Life is too short to spend it constantly typing the same text over and over again.
If you find yourself sending the same kind of emails to your contacts, you can use Crmble Email Templates. A template is a pre-built email that you can select and also edit before you send it.
You already have some email templates available, but new ones are easy peasy to set up.
Head over to your Crmble settings, then go to the Gmail settings under Toppings. You can see any templates you’ve currently set up. From there, you can edit or add new ones.
You can also use Markdown in the templates editor to add some style, lists, images, styling, links, funny gifs… you name it.
Use Crmble Field variables in your templates or mails to customize messages with any lead detail.
The same goes for the email composer. Place your cursor and insert a hash symbol “#”. Pick a variable from the list and its Crmble Field value will be directly inserted.
Open a contact card and click the “Send email” button. The email message composer will pop up. Use the drop down menu to select one of the activated templates.
You can edit the text or send the message straight away.
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