Communications & Activities
Transparency is the key to staying on task! Using Activities, Feeds and Emails within Coevera
15 articles
- Document ManagementUse our document management tool to upload all your company documents and files as well as attach files to records
- Managing and Using Activity RemindersHow to see and manage Reminders and how to set your Reminder options
- Understanding and Using FeedsIn this article users will learn where to view the feeds in Coevera, what is displayed, seeing/not seeing related records and how to add a message to the feed.
- Using Email Sequences in CoeveraLearn how to use Coevera’s Email Sequences to help you communicate effectively with your customers
- Personalizing the content of EmailsUsers can create and share personalised and HTML Email Templates. Templates can be used with Office 365 and Gmail email integrations.
- Creating and Using Email Templates in CoeveraOffice 365 and Gmail users can create and use rich text, WYSIWYG and HTML email templates to send personalised emails from Coevera
- Email Tracking in CoeveraUsers can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
- Sending a Mass Email CampaignSending a mass email campaign is simple and allows you to improve your team’s sales outreach by giving you campaign insights.
- Working with Email Sharing SettingsPermissions to manage who can see the content of emails can be chosen per email by Users and/or applied to User Roles for all future emails
- Calling & Text Messaging — Call or Send Text Messages from within the Coevera appInitiate outbound calls and text messages directly from the Coevera web app using VOIP
- Appointment SchedulerLearn how to streamline your meeting booking processes using our new Appointment Scheduler tool
- How to enable and use the Microsoft Teams Video Calling Integration to CoeveraLearn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Coevera.
- How to enable and use the Zoom Video Calling Integration to CoeveraLearn how to activate Zoom Video Calling from the Automation Hub and how to access within Appointments in Coevera.
- Online Forms - using Custom Style Presets and ThemesCreate, save, and manage custom style presets for Online Forms, making it easier to maintain visual consistency across forms & your website
- Coevera Email Inbox - Emails Preview ScreenUsers can browse, filter, read, and act on their email conversations across one or more connected email accounts