Overview You may notice that emails that are sent via Playbooks are synced to Salesforce as a Message object and want to know if emails can be synced as a Task object instead (with Type = Email). Inf...
Overview You may want to be able to see if an Email task that was synced from Playbooks to Salesforce is based on an incoming or outbound email and want to know how to implement this. Solution Creat...
Overview You might want to have an option to blacklist incoming emails by TO field, e.g. if you are using a distribution email address to send emails to prospects which makes Playbooks consider replie...
Overview You might want to allow Reps to change individual default Email Templates in Plays without changing the play itself. This might be particularly useful if you are using unified Plays for Reps ...
Overview You might have questions about an email template wording because you don't understand what exactly is meant by a particular word or the template in general. Information Templates are configur...
Overview You might want to know if 2 people can email from the same email at the same time if you don't want your customers to have direct email addresses to reply t while different Agents are emailin...
Overview While trying to create an email template or snippet you are unable to click the Create or Save button as it is inactive. Solution This may happen if you have missed filling in one of the mand...
Overview You might notice that Neural Send emails aren't sending after being added to a play. Solution Check that your email is connected to Playbooks. Once email will be connected the first step of y...
Overview You might want to know how to update a scheduled automated email, in case something has changed or you have made a mistake. Information You can make changes if the email hasn't actually been ...
Overview You might want to know how to cancel a scheduled automated email, especially if you have scheduled it accidentally. Information You won't be able to cancel your scheduled email. When you clic...