Consultation Manager Helpdesk
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Comms V2
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Using Actions
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Comms
Comms: Email
Comms: SMS
Comms V2
Email
SMS
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Tips on Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Intergrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Back to home
Consultation Manager Helpdesk
Comms V2
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Using Actions
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Comms
Comms: Email
Comms: SMS
Comms V2
Email
SMS
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Tips on Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Intergrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Comms V2
These articles will help you learn how to navigate the new Comms V2 user interface, build custom lists and understand metrics.
Exploring Version 2.0 of eComms
Email
📃 Building a Custom Recipient List
📧 Creating an Email Campaign
📧 Sending a Test Email
📧 Sending your Email Campaign
📊 Understanding Email Statistics
Building your Email Content
See more
SMS
📲 Creating an SMS Campaign
📲 Sending your SMS Campaign
📊 Understanding SMS Statistics
