Before email and calendar tools may be used, we generally have to define our default email and calendar for various facilities. This action is normally completed by us during the setup, but if you're doing it yourself, or you are required to alter values, this FAQ will guide you through the process. It will only take one minute.
Required: Defining your default email and calendar will be required before the Email Marketing module becomes available. The default values are not currently required before you create forms, although it is recommended since the email-based facilities (email lists, autoresponders, calendar integration, conditional redirections etc.) will not function until defaults are set.
Pictured: Locate the 'Default' Email Settings by navigating to the 'Email' module within the 'Settings' module. Select the 'Defaults' panel.
MS365 Azure Application: This FAQ assumes that a Microsoft 365 Azure application was created in your company name. In most cases, we will create this for you. If you are required to create this yourself you will find details in an FAQ titled Creating a Microsoft 365 Azure Application".
Setting Your Default Email and Calendar
Locate the 'Default' Email Settings by navigating to the 'Email' module within the 'Settings' module. Select the 'Defaults' panel. A panel will be returned where a number of default emails and calendar options should be set. Keep in mind that these values can always be changed on the form of asset level.
Pictured: A panel will be returned where a number of default emails and calendar options should be set. Keep in mind that these values can always be changed on the form of asset level.
Select your global details and 'Save'.
Defining Your Email Source
At this stage we require Microsoft 365 integration, and this was s very deliberate decision made over a long period of time to ensure we met various compliance obligations. However, we'll be introducing other options soon, and we'll limit access to modules where we have compliance requirements.
Via the source panel, simply select your preferred email source and 'Save'.
Pictured: Via the source panel, simply select your preferred email source and 'Save'.
If the SMTP options is available to you, and if selected, fields will be required to create connectivity with your email system. This FAQ will be updated when the system is made available to all users.
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Email Marketing Module FAQs
FAQs related to the Email Marketing module.
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Before email and calendar tools may be used, we generally have to define our default email and calendar for various facilities. This action is normally completed by us during the setup, but if you're doing it yourself, or you are required to alter values, this FAQ will guide you through the process. It will only… [ Learn More ]
An Admin Email is an email that is referenced within other areas of Yabber, such as EDGE, Fact Find Reports, Referrals, and Triggers. Instead of creating a single email, we create the email as a template that we may use from multiple locations, meaning that if an update to the message is required, it need… [ Learn More ]
As described in our FAQ detailing the Email Marketing Module, one of the benefits of using the Microsoft 365 integration is complete ownership of all your email with a single source of sending and management. All email sent from Yabber will optionally be added to your MS365 'Sent Items' folder. To include or exclude… [ Learn More ]
Whenever an email is created in Yabber that is associated with general email marketing or automated emails (admin, autoresponders etc.), an email signature is selected from a Library of signatures. This means that when a change to your signature is required, the change will be globally applied whenever that email signature is referenced. In some… [ Learn More ]