Email Template Font Format

To format a paragraph click on some text in the paragraph. Then click the "p" or "span" html element in the list at the bottom of the html editor.

This will highlight the paragraph and you can select the font style and size. Do not try to highlight the entire text by clicking and dragging over the text. This will only set the font on one element, and there may be more than one paragraph in the text. Each paragraph should be formatted individually.

If a font is not selected, the  font options at the top will say "font" and default font will show up on the email after its sent. The default font for the email recipient may be different than the default font in the email designer. This can cause the email to appear with different fonts than you intend, so be sure to format each paragraph individually.

Support Tickets

You know how every time you ask us a question, when we answer via email you always see "[Ticket #0000]" in the subject line?  What's that all about?

I'll tell you.  Last year we developed a tracking system built as a plugin for AddressTwo to keep track of support tickets from users like you.  It works quite well, and now we want to let you know that you can use it, too.

What is it good for?

• Giving a support@ email address or a website form to funnel all customer support issues through one channel of communication.  
• Tracking all open issues within a date-stamped queue to make sure that no questions go unanswered.
• Keeping a history of customer support issues associated to each contact.
• Assign tasks and record notes on open issues, or "tickets" as we call them, so that everyone on your customer support team can know what's taken place with a given customer.

How do you get it?  Go to Admin >> Modify My Plan and you can select the Ticket Tracking plugin from the menu there.  It will add $15/mo. to your rate.  

Hubspot Integration

Are you a Hubspot user?  More and more companies today are using Hubspot to drive online conversion.  But what do you do with those leads after they convert?  That's where AddressTwo comes in. 

We have developed a very simple and straightforward integration with Hubspot.  Simple and straightforward--that is our approach to everything, of course, and it's how we create such an easy-to-use CRM program.  Our Hubspot integration works like this:

• A One-Way sync of new leads from Hubspot to AddressTwo.
• A link within AddressTwo back to Hubspot to view the corresponding Hubspot lead (and all Hubspot data and analytics)

So, what doesn't it do?

• Two-way synchronization... once the lead is brought to AddressTwo, new information you add to that lead does not populate back to Hubspot.  We have designed this in the approach that Hubspot generates leads, AddressTwo manages those relationships.  It's a downstream workflow, not a two-way synchronization.  
• Import custom data fields.  You may ask quite a few questions on your lead conversion forms in Hubspot, but to keep the sync simple, AddressTwo only imports pertinent contact information.  

How do you set it up?  Just go to the Hubspot markeplace and install it on your Hubspot account:
https://app.hubspot.com/market/front/addresstwo

 

Networking, sending Referrals, and your CRM

Many of us are involved in one way or another in some form of networking, be it a formal group like BNI or Rainmakers, or just the informal behavior of being a connector and a good networker wherever you may be.  So, how does a CRM help with that?

There are two ways to send a referral using AddressTwo.  I'll cover both, starting with the simplest.  The simplest way is to click the "send referral" button atop any Account View (shown below).

Now, using this method there will be an option offered to "Send a copy of this email to the referral contact."  You will find this checkbox at the final step just before sending the referral.  Some confusion has arose surrounding this option so, allow me to clarify.  It does indeed send a copy of the very same message (literally, adding a CC to the notification email) that is being sent to the referral recipient.  That means, if person A is being referred to person B, you can use this to notify person A that he/she is being referred.  That is all.

It does not send an inverse message whereby person B's contact information is sent to person A.  Why does that confuse some users?  Because, there is another method that you can use which will indeed send two distinct messages, one sending person A's contact data to person B, and the second doing the exact inverse.

This is called an e-Intro, and you perform this method using Addy.  To do it, you need to simply send an email to two parties that meets the following criteria:

1. both recipients' email addresses need to be found on a contact within AddressTwo.
2. Subject line needs to begin with the 7 characters: "e-intro" ... you can add anything you'd like after that.
3. BCC Addy.

So, your email would start like this:

Verification

You can invite your contacts to verify and update their information in Address Two with the Verification button from the account view.

 

Clicking this button will send an customizable email to the contacts in the account.

 

 

This will send an email with a link to your contacts to verify their contact information.

You can also create a custom email template with a link to the verification form. There is now a merge link for the verification link.

The merge link will pop up a window with the link.

 

You can click Ctrl-c to copy the window and paste the results into the email template.

 

Then delete all the extra text and keep the link. The link should look like:

http://addresstwo.com/custom_app/mass_verify.asp?dID=XXXXXXXXXXX&eml=[emailaddr]

 

 

 

With this URL, you can link some text to the verification form.

There is one more way your contacts can get a verification. If you send an email to a person who is not a contact, and you cc or bcc Addy@addresstwo.com , then Addy will add a new contact for this person and Addy can send a verification request for you automatically. If you prefer that Addy does not send an email verification, you can turn it off by un-checking the box under admin, user logins,
Enable Addy Email Verification: at the bottom of the screen.

Webforms - Image Verification

One of the earliest features of AddressTwo has been our free contact forms.  If you haven't already taken advantage of this capability, it's free to all users.  You can embed our form as the "contact-us" form on your website and have leads automatically inserted into your CRM.  There are a number of more advanced features, too, including custom fields, lead-routing, triggering campaigns, tasks, etc. 

But, as our popularity has grown, some spammers have taken notice of our forms becoming prolific on websites all over the internet.  They directed their attention toward beating our anti-spam alogrithm... and after four years, they've cracked it.  So, that means it was time to innovate again... and we did.

Webforms now include an image verification option.  You can turn this on or off when creating forms by checking the box seen below.

This will insert an image into the form, like this one in order to ensure a human is submitting the form and not a spam bot:

Now, you may wonder: why wait so long to add this feature?  Simple: our anti-spam methods previously had been highly effective without needing to require users to take extra steps to verify their identity.  The truth is that using image verification has been shown to reduce the conversions on a form because some would-be leads are unable to get the word right (be it from poor vision, or just fat-fingers).  So, we relied on other anti-spam methods.  And by-and-large those methods have worked to-date and continue to work for many of our customers.

What does that mean for you?  Well, as neat as this shiny new feature may be, I must say that you should still consider carefully whether you want to use it.  If your webform is on a relatively low traffic website (<10,000 hits per month) and if your webform is NOT found on the home page, but rather some deeper navigation page where users must click to find it, then you could be safe without the image verification.  Spam bots go after the obvious targets, and are not likely to find your form if the above criteria are met. We resisted using this anti-spam method until recently and even now recommend that you choose wisely whether you wish to add it to your own webforms.

If you have high-traffic forms and have experienced the frustration of form-spam in the past, the solution is here and it's easier to implement than Captcha or similar solutions.  Just check the box, we'll take care of the rest.

Importing Contacts with Phones

 

When you import contacts, you have a few options for mapping phone numbers. Here are a couple of pictures to describe where the imported phone numbers show up in Address Two.

 

If you have only one phone number for a contact, you may want the phone number to show up in the company information(1 Phone-Main) and the contact information (3 Phone-Direct). You can map the phone number to more than one Address Two field.

 

Mapped Fields

 

Address Two Fields