Overview You might notice problems with your Playbooks Email Templates, e.g. but not limited to: Current/recently created Email Templates are missing. Deleted Templates are still in place. Solution T...
Overview You have added records to a Play with an automated email step that is scheduled for later and want to know if you can send these emails right now. Information Unfortunately, there is no way t...
Overview If you are checking your Playbooks email tracking notifications you might notice multiple false 'Forwarded your email' notifications for a client(s) from different prospects who can be in a d...
Overview Users cannot see the scroll bar in the notifications panel, which makes it difficult to scroll through new notifications. Information Please note that this is expected behavior - you need to ...
Overview You may want to load your Gmail contacts to Playbooks so that you could select them from an auto-fill list when adding recipients to CC or BCC when sending an email from Playbooks. Informatio...
Overview If you are a Playbooks admin and working with emails you might be wondering if emails sent from Playbooks are sent using Playbooks server or your domain server. Information Playbooks don't pr...
Overview If you are an Admin utilizing Playbooks Notifications to monitor open emails and clicks in Salesforce you might be wondering how to enable the same feature for Playbooks. Information Playbook...
Overview You are trying to send automated test emails to an email address within your organization, but the emails are not sent and the following error is displayed: Automatic email is scheduling The ...
Overview You are receiving Read Receipt notifications mistakenly when you open the emails sent to prospects and you want to know how to whitelist your email so it does not track when opening emails. S...
Overview You may notice that when you send an email from Playbooks and it is synced to Salesforce, the corresponding task (activity) does not include the values from the CC and BCC fields and the name...