Change Categories, Managing Users and Fire Templates all over E-Mail (Heap CRM)

Sunday, February 14th, 2010

Today, we are releasing a few new features to help make our power users even more productive in Heap CRM. There is a total of five new e-mail commands:

[template:Name of event template]

Fires an event template against the associated prospect

[add category: Name of Category]

Adds a category to the associated prospect

[remove category: Name of Category]

Removes a category from the associated prospect

[add user: Name of User]

Adds a managing user to associated prospect

[remove user: Name of User]

Removes a managing user from the associated prospect

All of these commands can be included in e-mail messages sent to message+… and event+…. You can have as many of each as you want.

Additionally, these commands can be included in E-Mail templates (or any e-mail sent out of Heap), messages sent to the WebHook and much more. (This means you can have an e-mail template fire an event template which in turn creates more events that fire another event template; our number one feature request from our power users)

Update to Advanced E-Mail Event Operator in Heap CRM

Tuesday, September 22nd, 2009

You can now assign an e-mail template to an event created via the the event e-mail command in Heap CRM. For instance, this would create an event sending an e-mail template titled "Follow-up":

[event:+1 Week:Send E-Mail Confirmation->My Calendar-@Follow-up]

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