Overview This article explains how to correctly troubleshoot issues related to Merge Fields in Playbooks' emails. Some of the common symptoms related to this topic are: Merge field is not appearing in...
Overview You are trying to use a merge field, but you cannot find it. The merge field is not appearing in the drop-down choices nor from the magnifying glass. Solution Ensure that the merge field was ...
Overview If you are sending automatic emails you might notice that emails are not being dispatched automatically and upon checking you can see an error This email couldn't be automatically sent becaus...
Overview You and your teammates aren't able to send emails even while you are connected to the internet. Every time you try to send the emails, a notification (in the form of a red box) comes up and s...
Overview You have a Play where the Email step is failing for more a big amount of contacts in a record, so you want to know if those emails can be sent again from the Backend, to avoid going through e...
Overview When working from Playbooks for Outlook, you have noticed that there are not always notifications triggered when tracked attachments are opened. If you are not getting notifications at all, c...
Overview You may notice that you cannot unsend a message within 10 seconds after sending it from Gmail, which started happening after enabling the Track & Sync feature and Gmail Integration in the Pla...
Overview If you are using NeuralSend for emails, you might want to be able to NeuralSend to multiple contacts on the same step for opportunity records. Information This is currently not an option but ...
Overview If you are NeuralSending automatic emails to your prospects you might want to change NeuralSend email's send time for all prospects to be sent at a specific time or pick time individually per...
Overview You want to know if you will get a notification when someone that was CC (carbon copied) into an email in Playbooks opens that email in question. Information You will be receiving a notific...