How to Create a Smart Mail Group | Arternal Help Center

Video tutorial HERE.

Smart Mail Groups in ARTERNAL allow you to summarize the activity across multiple Smart Mails, providing insights into how many conversations, pending deals, and sold deals have been generated by each group of Smart Mails.

Steps to Create a Smart Mail Group:

Go to Smart Mail Groups:
In the Mail tab, click on Smart Mail Groups from the left-hand menu.
Create a New Group:
On the Smart Mail Groups page, click on New Smart Mail Group located in the top-right corner.
Name Your Group:
Enter a name for your new Smart Mail group, then click CREATE & ADD to save it.

Smart Mail Groups are designed to help you track activities such as conversations, pending deals, and sold deals across Smart Mails. They are NOT used for sending Smart Mail. If you want to send multiple Smart Mails with a similar template, learn how to duplicate Smart Mails by clicking HERE.

Frequently Asked Questions (FAQ):

Q: What is the purpose of Smart Mail Groups?
A: Smart Mail Groups help you summarize activity across multiple Smart Mails, tracking conversations, pending deals, and sold deals for easy management.

Q: Can I send emails from a Smart Mail Group?
A: No, Smart Mail Groups are solely for tracking activity. They cannot be used to send Smart Mail. For sending multiple Smart Mails, consider duplicating Smart Mails instead.

Q: How do I create a Smart Mail Group?
A: Go to the Mail tab, select Smart Mail Groups, and then click on New Smart Mail Group to create one.

Q: Can I rename a Smart Mail Group after creating it?
A: Yes, you can edit the name of your Smart Mail Group at any time by accessing the group settings.