Emails
In this section you will find guides on using emails in Client Engager
How to use placeholders in message templates
Navigate to 'Settings > Message Templates' and select 'New Template'. Select 'Insert placeholder to email body' Find the placeholder you would like to...
Resolved: Google intregration, blocked app message
When integrating Client Engager with Google, you may come across the following message: This is due to the fact we're currently awaiting Google's fin...
Bulk sending Emails
Bulk sending emails is a great way to update your clients with important news and updates quickly and professionally. In this video we deep dive into...
Configuring emails when not using an API
In this step-by-step guide we walk you through how to Configure your email settings for a email provider that is not Microsoft or Gmail. These SMTP se...
Linking Your Email Account To Client Engager
in Client Engager you can link your Microsoft or Gmail account to Client Engager to help manage your emails. There is a step-by-step PDF guide to wal...
How To Manage Emails In Client Engager
In Client Engager you can link your Microsoft Office or Gmail accounts and manage your emails in the Client Engager environment. There is a step-by-s...