How do I auto-populate a field through a URL in JotForm?
It is possible to send an email to your Customers that will direct them to a JotForm that already contains some of the details from their Contact record within it. For example, you could use a JotForm like this to ask them to confirm their current...
Spam filtering - how reliable are click thru links ?
Click thru links are the hyperlinks that you might include in an outbound email campaign to enable you to monitor the effectiveness of your email marketing. Some well know spam filters are automatically triggering click thrus without the recipient...
Can I add Contacts, Companies or Leads to a Campaign or Event from a Report?
Adding Contacts or Companies to a Campaign When you run a report if you include the Company and/ or Contact fields in the report you will see a button labelled "Add Contact / Company / Leads to Campaign". This will work from any module (e.g. Oppor...
How can I gather campaign statistics?
The campaign module will automatically generate statistics about the responses you receive during the life of a campaign. They are listed in the ‘Success Benchmarks’ section on each campaign record. Important: You will need to follow the instruct...
What is the Acceptable Use Policy for OpenCRM SMTP Outbound email services?
OpenCRM Bulk Email SMTP Services - Acceptable Use Policy (AUP) Policy updated 23rd May 2022. Sending unsolicited email messages (spam) is explicitly prohibited - this policy includes any volume of unsolicited mail however large or small. We are st...
I'm seeing a warning on my emails about SPF. How do I set-up a Sender Policy Framework (SPF) record for my Domain? My emails from OpenCRM are being rejected by servers / recipients what can I do about this?
When emailing from OpenCRM, you are seeing one of the following warnings: Warning: Your domain is not configured to allow sending from OpenCRM (Sender Policy Framework) Warning: Your domain is not configured to allow sending from OpenCRM (DKIM) Wa...
I would like to add an image to an Email, how do I do this?
To add an image to an Email (including Email Templates) follow these steps; Ensure your image has the dimensions you want it to appear to the recipient, whilst the email editor allows you to resize images many email clients ignore this and display...
When I send a bulk email I want to be able to suppress the CRMID's from showing at the foot of the email, how can I do this?
When you send an Email through OpenCRM by default the CRMID's of linked records are shown at the foot of the email. These are generally invisible to normal users, but when a large block of these ID's is added, due to a bulk email, these can someti...
Campaigns Overview
For an in-depth view of the Campaigns functionality, please take a look at our webinar - note this is only 47 minutes long : The Campaigns module is a deep and powerful tool in OpenCRM. It is where you can group selected Leads, Contacts and Compa...
Tips and Tricks for Email Templates
This FAQ is aimed at helping you to customise your email templates correctly. It covers how to use a font which is not available in the email editor toolbar and will also help if you are having trouble with styling text for various email clients. ...
There was an error in my MailChimp sync, what does it mean?
Below is a list of the common errors you may see when you sync with MailChimp and some advice on how to fix them. If you don't see the message you received on the below list, contact our support team. Error Cause Solution Unable to create the exte...
Whenever I send an email from OpenCRM I receive a Confirmation Email into my Inbox showing what has been sent, is this something that I can control ?
Yes it is. You can either change this globally or on a per-email basis Global In the SETTINGS admin console you can select the Email Settings section, this has an option to deselect the Confirmation emails being sent. When this is un-ticked the sy...
How do I alter or create an SMS template in OpenCRM? Including an automatic SMS template.
SMS templates are treated in the same way as email templates, the only difference being a tick box which defines the template as SMS rather than Email. To access existing SMS templates or create new ones navigate to: "Settings > Email Templates" a...
Can OpenCRM help me track bounce back e-mails?
OpenCRM will let you track hard and soft bounces against contacts, companies, leads and campaigns if your system is set up with POP2OpenCRM . But before we get into that, let's define what that means. What are hard and soft bounces? When sending...
Transferring HTML email templates with images, into OpenCRM
If you have had your email templates created for you by a marketing team or if you have built them in an external app, you will be able to add these into an OpenCRM email or email template. Important: You will need to be able to copy the HTML/CS...
How can I create Email Templates in OpenCRM?
Email Templates - An Overview Administrators and System Configurators are able to create, edit, duplicate and delete Email Templates. In order to access the Email Templates go to Settings > Communication Templates > Email Templates Here you c...
How can I create an email signature in OpenCRM?
You have two options: 1. Create a default signature that can be used by any number of Users 2. Create user-specific signatures 1. Create a default signature that can be used by any number of Users This is done by using merge variables to populate ...
How Can I CC and/or BCC in OpenCRM.
You can add Carbon Copies (CC) or Blind Carbon Copies (BCC) recipients to emails from the New Email screen by clicking on this folder icon: This will open a pop up window (so please make sure that your browser is happy to open pop ups from OpenCRM...
How can I categorise and manage Staff Members, Attendees and other Prospects on Events?
Categorising Event participants Within an Event, you are able to designate people (Contacts) to be assigned as either Staff , Attendees , Sponsors or Prospecting participants. In order to do this, navigate within the OpenCRM system to the ...
Does OpenCRM integrate with MailChimp? How do I set-up and run a linked campaign?
OpenCRM has a pre-built integration with MailChimp that is free to use and set up. In order to set up the integration, you will need: Admin access or configuration privileges in OpenCRM A MailChimp user account (either free or paid-for account) Y...
Can I add multiple Contacts to an Event at once?
It is possible to add multiple contacts to an Event or Event Day from the main screen of an Event (or Day). If you are on an Event and you go to the tab for either Staff , Attendees , Sponsors or Prospecting and click the Select Contact ...
What is the Event module?
The Events module is designed to help you manage all aspects of Events you may organise. This includes: Creating an Event Setting an Event Schedule Adding Attendees, Staff and Sponsors Managing and Updating the status of Attendees Viewing Event De...
Can I add anyone who has placed an order or had an invoice or quote from me on to an email campaign?
From the list view on the Quotes , Sales Orders and Invoices modules, you have the ability to select a number of those records and add the Contacts or Companies associated with those records to either a new or existing Campaign . Enabling Th...
How can I make sure my images remain clear and not blurry in my PDF Templates?
To make sure that all the images in your PDF Templates display (and print) clearly it is best to save the file using the below settings: DPI (Dots per Inch): 300dpi Image Format: .jpeg or .png Colour Format: RGB *When...
What is the Click Through Wizard and how can I use this to create links?
Important To use the Click Through Wizard, you will need to make sure your Customer Portal has been enabled. How to install the Customer Portal The Click Through Wizard is a tool which you can use to generate the code required to track click thr...
How can a Bounced Email in OpenCRM also record Opens and Click Throughs?
Now and again you might come across a bounced email that also had Open and/ or Click Through statistics logged against the Contact record. This means the same email logged interactions, and yet bounced. For a refresher on how Click Throughs and Op...