Advanced e-mail commands allow you to provide further actions to Heap CRM when forwarding/ccing e-mail to Heap. However, you can now use those same commands from e-mail messages sent from within Heap (e.g. timed e-mails, mass e-mail, e-mail templates).

This brings up a few use cases. Let’s say you are developing an e-mail template for use in your organization and you want the person to always follow-up via phone one week later. You could do something like this:

You could use this technique to:

• Create calendar events to indicate when you send mass e-mails
• Setup success conditioned follow-up events
• Pre-define categories in templates
• Probably more that I’m not thinking of…

This entry was posted on Wednesday, July 15th, 2009 at 4:43 pm and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.