Overview You have scheduled an email using SmartSend or by selecting a time manually and want to check it before it is sent out. Information If you have scheduled an AdHoc email using the Click-to-Ema...
Overview You are unable to send emails from your Gmail account when tracking is turned on - you click on the Send button, it becomes greyed out and unresponsive, and the email is not delivered (stays ...
Overview You may notice that automatic emails scheduled from Plays are not sent out and the following error is displayed: This email couldn't be automatically sent because there is an unidentified fie...
Overview If you are taking advantage of Playbooks and Gmail integration you might notice that emails with attachments sent to blacklisted domains end up in your drafts folder, but Gmail displays a mes...
Overview You are on an enrolled opportunity and you would like to use Opportunity merge fields when emailing a contact. Information Currently, Playbooks doesn't support the use of Opportunity merge ...
Overview You or your team are trying to authorize their email accounts with Playbooks, but are unable to do so. You and other users are getting the following error: Please reattempt this oauth process...
Overview You are trying to send a test email (using templates or not), but you are unable to do so. Instead of sending successfully, you may receive an error message that says failed to send. Inform...
Overview You are wondering if it is possible to add an email to the CC section of an email template when creating a Play, so that any emails created from that template will automatically CC the define...
Overview You may want to know how to send LinkedIn invites and messages from Playbooks. Information It is not possible to send Ad-hoc LinkedIn InMails during a play, by design. However, a feature to...
Overview You are trying to send an email with merge fields. When you try to send the email you get an error so it looks like Playbooks isn't pulling that info over into the template. The error you rec...