Email & Text Basics
Master the 2 smartest ways to reach your flock.
- How do I change the 'Sent by' name at the bottom of notes?
- How do I preview and send a note on the note composer?
- What are the autosaved, deleted, drafts, and scheduled folders?
- How do I send a test note to myself or fellow admins?
- How can I be notified when there are new comments on a note?
- How do I create an email template?
- How do I stop texts or emails from being sent to me?
- How to duplicate a draft
- What is History Tracking?
- Keep your member data up to date with the Ask the Member Tool