In order to effectively manage your clients, you need to have proper organization. That’s why in Advanced Contact Manager, you can set up email filters to organize all of your emails.
In order to start filtering your emails, you will first want to create a few different email folders. For example, if you are a sales agency, you can create folders such as: sales, co-workers, partner companies, etc.
Next, you will want to create some filters. Go to Tools > Emails > Message Rules.
For example, if you use PayPal to receive payments, you will get an email from PayPal stating Notification of Payment Received. You can filter all of these messages into a Sales folder. This way, you can quickly find all of your receipts.
Another important filter is the Unsubscribe filter. If one of your clients does not want to receive newsletters anymore, then their email simply needs to be in the Unsubscribed folder.
The ordering of the rules are important. The email will be filtered by the first rule it matches. In this example, emails will first check if they match the Unsubscribe rule, followed by Co-Workers and so on.
For more information, please feel free to contact us at 1-888-777-0388, or by emailing us at support@xssoftware.com
