Overview This article explains how to correctly troubleshoot issues where placeholder links are not clickable after selecting them from a placeholder. Symptoms may include: Links aren’t clickable when...
Overview You are using email templates to send mail to your leads via Playbooks. You have some modifications in mind for a specific email template, and you would like to know how you can edit email te...
Overview You are wondering if you can generate or edit email templates from Google Mail and have the changes you make carry over to the Playbooks version of the email template. Information No, this is...
Overview You are using Outlook or Office 365 as your email backend connected to Playbooks. You are also using both Playbooks and Outlook to send emails. In both of your email signatures, you have inse...
Overview You are trying to use merge fields in your email tasks, but you find that the merge fields are not switching over to/populating with the contact's information when the contact is selected. So...
Overview You may want to create an email template with the last name of a prospect as an autotext function (i.e., using merge field {{lastName}}) when working with an Account object. Information Curre...
Overview You are not able to send an email to a contact in Playbooks, encountering the following error: Failed to send email Solution This issue may happen when you are trying to send an email to a pr...
Overview If you are going to use your Outlook for communications with your prospects you might need help to install and configure an Outlook add-on to connect it with Playbooks for synchronization. Re...
Overview You have noticed that there are multiple notifications for Opens or Clicks a Link for a tracked email sent to a contact enrolled in Playbooks. You know that the information displayed in the N...
Overview You are trying to send an automated email on a shared prospect, but you are getting the following message: This email couldn't be automatically sent because the prospect is a shared prospect....