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Automation Basics
Automation Basics
Kevin Wagstaff avatarSupport Team avatarMarketing Team avatar
By Kevin and 4 others5 authors9 articles
How to Email Your Report to a 3rd Party
Deleting a Client Contact
Sending an Invoice in the Report Ready Email
Adding Google review links to automated follow-up emails
Adding a Link/Hyperlink to an Email Template
Email Statuses
Why Emails Don't Get Delivered
How to Make Sure Your Emails Get Sent to Clients
Troubleshooting Emails Dropping to Client/Agents
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