131 search results for « custom fields »

  • Removing contacts from a group

    ...to modify); Using the "Remove from group" option (this method will allow you to remove contacts in bulk). To do this: Go to the "Groups" menu. Click on the name of the group from which you wish to remove contacts. You can use the search field or the advanced search to find one of more contacts you’d like to remove. Check the box on the left-hand side of the email address you want to remove from the group. You can also select all the contacts of the list at once (for example, an...

  • Add or update your payment information

    ...or modify your payment information To add your payment information or update your billing address, follow these steps: Go to IconeSettings > Configure payment information.  Enter or modify the appropriate information. When all the fields are filled out, click the Add your card button and enter your credit card information. Don't forget to click Save at the bottom of the page to save the changes. Modify your credit card information Please note that your payment...

  • Creating a group

    ...a group Are groups necessary? Yes! Mailings cannot be sent directly to a contact, only to groups. This is why groups are important. Also, having groups allow you to target your contacts depending on their category (for example; by language, field of interest, or by geography).   Creating a group In the "Groups" menu, click on "New group".     Enter the name of the group.   Select the group type (static or dynamic) and choose if your group should be private or not (if you...

  • How to add anchors to a template (table of contents)

    ...the “ By Anchor Name” list the name of the desired anchor then click “OK”. If your link and achor are in different text blocks, follow these steps instead : Leave the link type to “URL”. In the “URL” field, enter the “#” sign followed by the exact name of your anchor. Do not put a space between the “#” and the name of your anchor. Change the protocol to “<other>" if it didn't change on it's own. 7. Click “OK” at the bottom of the “edit text” box to save your changes and don’t forget...

  • Customize the URL of the Consent Confirmation page

    ...a consent template, click here. To learn how to use the consent block, click here. Click the text block containing the consent link you want to edit. Right-click on the consent links. From the pop-up menu, select "Edit Link".> In the URL field you will find the following text: "/ consent? Ct = __ NL_IDENTITY_CT __ & redirect =" (if you saved your consent template a moment ago or added the block of you may not see all of this text, if it does, create a new consent template or delete...

  • Add images in a template

    ...only visible when you have unchecked use these dimensions. It allows you to decide the horizontal alignment of your image.   Alternative text : this is the text that will replace your image if it is not displayed in the email. This field is optional but we strongly recommend filling it. It also helps your email not to be flagged as spam.   Link : This option allows you to add a link to your image (to a website, an email address, a phone number, or a file, such as a PDF, a Word document,...

  • Attaching a document

    ...a link to a file in an image block in a premade or basic template Click the image on which you would like to add a link to a file.   To add the link to your file, click on the folder icon located on the right of the Link field or double-click on the image block to directly access the File Manager. Select the Files folder (on the left part of the CKFinder box). It is there that all your uploaded files will be kept. This step is important : if you are in the Images folder while...

  • Create a template with the drag-and-drop template editor

    ...you already spent time editing a template to your liking and wish to use it to build a new one, here is how to proceed :  Click on the Templates menu. In the list, find the template the one you wish to use (if need be, use the search field). Click on the Duplicate option from the actions menu (...) at the end of the template's row. Rename the duplicata of your template and press Duplicate to confirm. It will be added to the list of your templates. Click on the Edit option from the...

  • Building a scenario

    ...links clicked). This explains why you won't be able to change the permission on some triggers. Save your scenario. You'll find the save button on the top right of your screen. Enter a name for your scenario in the appropriate field and click the "Save" button.   If you've finished setting up your scenario and are ready to activate it, click here for the activation process. If it's not the case, jump to the next step.    If you've finished setting up your scenario but you're not...

  • Contacts consent status

    ...the advanced search three ways :  In the "Contacts" menu, "Subscribed" tab; In the "Groups" menu, click on the name of the group in which you would like to use the advanced search. Click on the "Advanced Search" link next to the search field. Add the search criterion: " Consent"-"equals to"-"Implied or Express" depending on the information you wish to gather. You can search by consent source, date, proof or even expiration.   At this point, you can, if needed, use the search...