Exciting Product News Customizing your Subject Lines is now Easy

Exciting Product News: Customizing your Subject Lines is now Easy!

We always strive to streamline your workflows and make every feature easily customizable. True to this commitment, we’re immensely pleased to introduce our latest product update that will let you edit the subject of the emails encompassing documents and contracts.

Get familiar with The New Feature

Easily Amend Subject Lines in Emails

With this most recent update, users can effortlessly alter the subject line of email messages that are being sent out coupled with contracts and various documents. Previous to this change, the user’s capacity for editing was solely limited to manipulating the Body template and unequivocally excluded modifying the subject of the email.

Simple Steps to Avail the Feature

How to Customize Subject Lines

Getting the hang of this new feature is a cakewalk, and here’s how you go about it:

  1. Steer over to ‘Settings’ found under ‘Documents and Contracts’.
    Screenshot1
  2. For making alterations in customer-facing emails,modify the subject line using ‘Customer Notifications’.
    Screenshot2
  3. Want to make changes in internal emails? Easy-peasy! Change the subject line provided under ‘Team Notifications’.
    Screenshot3

The ‘Why’ of the New Feature

Our users used to face a considerable challenge as they couldn’t alter the subject line being sent to their customers encapsulating important documents or contracts. This particular oversight led to an odd hiccup in our otherwise flexible system. Considering your invaluable feedback, we took the issue to our drawing board and, voila, we now present you with an upgrade that will hopefully bridge this gap and empower your communication with your customers.

Don’t miss the chance to get some quick tips on Advanced Campaign Tracking that we launched recently.

In case you missed it: If you’re seeking more insights, make sure to check out our previous article on the important role of ‘Advanced Campaign Tracking’ in your marketing strategy.

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Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.