Contact Group Manager
Put the power of personalized, HTML e-mail marketing in your hands with the Contact Group Manager. Create an unlimited number of “Groups” within the Autotask CRM, then assign your contacts to one or more groups. Even bulk import prospects right into your groups. Bulk send personalized HTML e-mails to the groups right from inside of Autotask, bulk assign follow-up to-dos, and/or add a specific note to every contact in the group. Here’s what you get:
- An Unlimited Number of Groups
- Ability to assign a contact to any number of groups
- Highly-Refined Segmentation with Unlimited UDFs
- One-to-One Personalization pulling data from any field into e-mails
- Ability to update contact records from inside the Manager
- Support for Plain-text, HTML and Multipart e-mail Formats
- Pre-Loaded HTML Templates
- Ability to Create and Reuse Custom HTML Templates
- Full WYSIWYG HTML Designer and Editor
- Supports Embedded Images and Attachments
- Built-In Spell Check
- Duplicate Contact Resolution
- Test Email Option to Eliminate Errors
- Export Group Contacts to Microsoft Excel, .csv or PDF
- Supports US FTC CAN-SPAM Act Compliance
With Contact Groups in Autotask You Can:
- Segment Contacts Using a Limitless Array of Variables New Search Grid technology exposes every Contact and Account field, including your user-defined fields.
- Easily Add, Delete and Manage Group Contacts Simple, intuitive UI makes creating and refining your groups a snap. Even create instant ad-hoc groups for one-time actions.
- Automatically Assign Contacts to Groups On Import Saves time by simplifying workflow and eliminating duplicate effort when handling new prospects, leads and other contacts.
- Build and Save Action Templates with Multiple Actions Send a follow-up email to Trade Show attendees who visited your booth, add a Note to their contact record and add a To-Do prompting the respective Account Owner to do a follow-up phone call, all in one action template!
- Build Ad-Hoc Groups on the Fly When you want to communicate with several contacts (or several hundred!), but don’t want or need to create a Group
