After successful sign-up, you can log into the system by clicking on the following URL http://username.simplyhq.com/login We will suggest you to bookmark this link, just in case.   Frequently Asked Questions 1. I forgot my password Please click on Retrieve your password link in login page and provide your email id (the one you registered […]

Contents Why should I authenticate my domain ? How many authentication standards are there ? What is SPF ? What is DKIM ? How important is it to add SPF and DKIM authentication ? Email verification for each instance of Simply Simply CRM supports popular email authentication standards, DKIM & SPF, to improve deliverability. It […]

A Lead or a Contact is added to a subscription list by the CRM user based on certain filter conditions created by the user. How to unsubscribe from a list ? Case 1 : When a recipient is subscribed to only one list Clicking on the unsubscribe link in the email campaign will unlink him from receiving […]

What do you mean by Nice Score? The main intention of introducing this feature is to prevent spammers from using Simply services. Simply restricts initial email campaigns to small lists (1000 recipients) before increasing. It then waits for 1 hour after a campaign is sent before reviewing results and raising the available credits. For this […]

Email programs (like Gmail, Yahoo, Exchange) rely on many factors to determine if an incoming email is spam. Here are the key factors Is the sender in the contact address book? (it is not required but being in recipients contact book will ensure that your emails are never going to be treated as spam) Did […]

Contents Introduction to Autoresponders Creating an Autoresponder Step 1: Campaign Details Step 2: Select Subscribers Step 3: Select Trigger Step 4: Select Template Step 5: Send Campaign Detail View of Autoresponder How to edit an Autoresponder campaign which has started ? Does Autoresponder send the same email twice to a contact ? Does Autoresponder send […]

Layout Editor for Calendar module – Allows field settings for Events and Todos You can now create custom blocks & fields, rearrange fields within blocks & across blocks and edit field properties for Calendar module. Automatically attach and send the PDF of the Quote/Invoice/SO/PO from the workflow emails You can now enable “Attach PDF” option […]

What is Exchange Connector? Why Exchange Connector? What are installation prerequisites? Installing Simply Component Installing Exchange Component Scheduling Simply Cron Mapping users Syncing Contacts, Calendar events and to-dos, and attaching emails Exchange Connector Exchange Connector enables you to automatically sync Contacts, Leads, Organizations and Calendar events and tasks between Exchange client (Eg: Outlook web app) […]

Contents What is Simply CRM extension for Thunderbird? What’s so special about Simply CRM extension for Thunderbird? Where do I download and how do I install? How do I log into Simply CRM extension for Thunderbird? How do I customize Thunderbird toolbar with Simply CRM icons? How do I attach emails in Thunderbird to records […]

Integrate Simply forms into your Joomla website to capture website visitors as Leads in your Simply CRM. Contents 1 Installation prerequisites 2 Installing Joomla Component 3 Installing Joomla Module 4 Configuring Module 5 Installing Webforms Configuration Editor 6 Setting up Webforms Configuration Editor Installation prerequisites You should have to have a Joomla website (Version 1.5.0 […]