information

  • Resolved luca74

    (@luca74)


    4 years, 11 months ago

    Hi,
    I’ve a few question:
    – can we assign a category to a user list? (and use this category to filter users?)
    – the newsletter could take the users from the category filter (as described above)?
    – to send mail/newsletter do you use your own script or also external services (mailup, mailchimp and in this case how works? We have to login to Mailchimp/mailup or we use the plugin itself)
    Waiting for your reply,
    regards.

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  • Hi @luca74
    Yes, you can assign contacts in the CRM to a category. We do have a very limited emailing functionality built into the plugin, but it isn’t designed for mass mailings the way other external services (MailChimp, Drip, etc.) are. Often times web hosts put limits on the number of emails that can be sent over a period of time, and sending them through your website just isn’t the best idea. Our email setup is best used for simple one-off emails to a small number of recipients.
    For anything more, I would suggest the use of our Zapier add-on, which allows you to send data through Zapier to whichever email provider you are using pretty much in real time. That way any time a contact gets updated in the CRM, your email provider will get the correct information about the contact (including which categories they belong in) so that future emails are only sent to the correct recipients. Zapier has a free account, which should be sufficient for this purpose.

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