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  • Restrict SmartSend during Business Hours

    Overview If you are using SmartSend / Neuralsend you might want to limit emails to business hours only to avoid delivering email at the time prospects are OOO.   Information This is not an option righ...

  • Save TO and CC Playbooks Email Values in Salesforce Activities

    Overview If you are working with email using Playbooks you might want Playbooks to record TO and CC values in created Salesforce activity at the top of the comments because currently this information ...

  • Can Multiple Snippets be Shared at once?

    Overview Currently, snippets can be shared one at a time. This is cumbersome for organizations with a large number of snippets. You want to know if multiple snippets can be shared at once, en masse.  ...

  • Emails are not sending after switching from Exchange to Office 365

    Overview You recently switched from an MS exchange server to Office 365. Since then, emails are not sending and you are receiving an error. The agents in your organization have confirmed that they did...

  • Troubleshooting Article - Outlook Plug-In Issues

    Overview This article explains how to correctly troubleshoot issues related to Email connections. Some of the common symptoms related to this topic are: The Outlook Plug-in won't let you log into Play...

  • Automated Email Steps are not Sending out Emails

    Overview You have a fully automated email Play, and one step is showing up with the error message An error occurred trying to send your email. Try sending now, so you need to go through every single c...

  • An Excessive Amount of due Emails

    Overview If you have created a Play, added email steps, and enrolled records in it you might notice that there are too many due emails (e.g.thousands or even hundreds of thousands.). Solution This usu...

  • No Send Button on Email Steps

    Overview If you are using Playbooks Email Steps you might notice that there is no send button on email steps. Solution This might happen due to a disconnected email account. After connecting or reconn...

  • What does the number mean next to a notification icon?

    Overview You would like to understand the notification feature better. For example, you see an envelope icon with a number 3 next to it. You know that the envelope icon means that the customer has ope...

  • Unable to Schedule Emails using Neuralsend

    Overview When attempting to schedule an email they get an error stating An error occurred scheduling the email. The development tools shows An auto email is already scheduled for this assignment. Call...