Overview Agents are unable to send emails through Playbooks Extension when using a Gmail or O365 account. They receive the error stating, Unable to Fetch User OAuth Settings: Undefined or Error occurr...
Overview When the Playbooks administrator recently created an account for you, you must follow the instructions described in the Welcome Email. In this article, we will check how to find such an email...
Overview You may face an issue that you are not receiving notifications from Playbooks, which are normally sent to you when users are opening your emails or responding to you. Solution If you want to ...
Overview If you are using Playbooks to send emails to your leads you might notice that excessive spaces, e.g. double spacing, triple spacing is being added to your email communications, which creates ...
Overview You may want to know how to find a link or attachment from an email that you have sent to a prospect previously. Solution There are 3 possible ways to find historical emails that you have sen...
Overview You may encounter an issue that none of the emails that you have recently sent are displayed as opened by your prospects while you are using Outlook as your email client. Solution Please make...
Overview You are sending an AdHoc email to a prospect and want to know if it will sync with the corresponding Contact and Opportunity records in Salesforce. Information Please note that AdHoc emails w...
Overview Representatives can have customers click a calendar link to schedule a meeting in Playbooks Calendar, without the representative scheduling the meeting first. You may want to add this link to...
Overview You may want to send an ad-hoc email to a user without having them in a Play or without following Play cadence. To avoid adding records into Plays click Skip when proposed to enroll a record ...
Overview In case you are using Playbooks Email Tracking capabilities, you might run into a situation when you get the target cookie saved yourself in your browser by sending a tracked email to yoursel...