Advanced E-Mail Commands within E-Mail Templates in Heap CRM

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:

E-Mail Template

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...

One Response to “Advanced E-Mail Commands within E-Mail Templates in Heap CRM”

  1. WBP SYSTEMS / Weblog » Blog Archive » Update to Advanced E-Mail Event Operator in Heap CRM Says:

    [...] This command works in for incoming message and prospect e-mail as well as outgoing e-mail. [...]

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