How to Send a Test Email Before Sending Your Mailing
When creating a marketing email within Mailings, it is best practice to send a test email to ensure all edits look correct and the email was received correctly. Follow the steps below to create a test email. Steps: Note: We recommend sending a test email to both Gmail and Outlook accounts to confirm the formatting […]
How to Export Mailing Lists from Correspond as a CSV File [Legacy UI]
Note: This legacy version is no longer actively updated. There is currently no ‘Export as CSV’ option found within the Mailing Lists tab in Correspond. However, there is a workaround that allows you to export a specific mailing list found under the Mailing Lists tab by creating a test mailing and exporting the mailing list […]
How to Select and Add Contacts to a Mailing List
This guide explains how to select and add recipients to your mailing lists. While creating a pre-organized mailing list is one efficient way to manage your recipients before you start a mailing, you also have the flexibility to source contacts directly from a CRM report or by uploading a file, either when managing lists or […]
How to Export Mailing Lists from a Mailing as an Excel File
There is no ‘Export as CSV’ option found within the Mailing Lists tab in Mailings. However, there is a workaround that allows you to export a specific mailing list found under the Mailing Lists tab by creating a test mailing and exporting the mailing list from there. To do this, follow these simple steps: Steps: […]
[User Guide] Email Sync
Email Sync connects your Microsoft Outlook or Gmail inbox with Altvia, enabling email communications to be captured and synchronized with the CRM. The purpose of Email Sync is to centralize relationship activity and reduce the need for manual email logging. As emails are ingested, Email Sync creates Interaction and Interaction Message records, associates recipients with […]
How to Add Phishing-Resistant MFA in the CRM
Register a built-in authenticator (i.e., Touch ID, Face ID, or Windows Hello) to securely verify your identity when logging in with multi-factor authentication (MFA) or completing a device activation challenge. These authenticators use your device’s biometric features or a PIN/password and, once set up, are linked to your CRM account as a verification method. If […]
User License Requests: Informational
Use this guide when requesting new users or deactivating existing users. Providing this information to your Account Manager or Altvia Support upfront helps avoid delays and ensures your request can be completed as quickly as possible. Add a New User What to Include: What to Expect: If licenses are available: If licenses are not available: […]
How to Add, Clone, or Bulk Remove a Contact from Mailing Lists
The Mailing Lists component on a Contact record allows you to quickly manage which mailing lists a contact belongs to. From this component, you can add a contact to a mailing list using the dropdown, clone mailing lists from another contact, or bulk remove the contact from all Mailing Lists at once. Steps: Was this […]
How to Remove Workspace Admins
As a VDR/Portal Hub admin, you have system permissions to remove admin users from your VDR/Portal workspace. Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Use the Salesforce Outlook Plugin
Connect the two tools your team relies on most—Salesforce and Microsoft Outlook. Access and update Salesforce data right from your Outlook inbox, create new Salesforce records, and automatically capture emails in Salesforce. This keeps everyone aligned while eliminating time-consuming manual data entry. Steps: Note that when you select another record, the Account record will be […]
