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Data Segmentation within e-shot

Analytics Campaigns CRM Forms and Landing Pages Help Articles

Data Segmentation within e-shot

October 26th, 2023 - Harry Thomas

Within e-shot you have a few ways to segment your data (contacts). In this help document, we will be covering some of the main ways you can do so....

Test Contact Management

Help Articles CRM Settings

Test Contact Management

June 7th, 2022 - Harry Thomas

When you hit send you want to be confident that it is your best work that will be winging its way to your audience. e-shot provides a variety of...

Settings: User management

Help Articles Settings CRM

Settings: User management

July 22nd, 2021 - Sadie Burgess

In the user and permissions section of the settings page, account administrators are able to set up multiple users within an account or...

CRM: Deleting contacts and groups

Help Articles CRM

CRM: Deleting contacts and groups

January 26th, 2021 - Sadie Burgess

When a contact is deleted in e-shot; manually, in bulk or via the API, it begins a period of 30-day ‘Soft delete’ status.As a Soft delete, the...

Saved Filters

Help Articles CRM Settings

Saved Filters

January 17th, 2021 - Sadie Burgess

If you would like to filter across either contacts, groups or accounts you can find the tool to build your desired filters in the CRM menu.

Managing your data protection responsibilities with e-shot

CRM FAQs

Managing your data protection responsibilities with e-shot

January 15th, 2021 - Sadie Burgess

What is the GDPR? The GDPR, or General Data Protection Regulation, is a European privacy law that went into effect in May 2018. It regulates how...

Adding personalisation, custom fields information and other useful *variables* to your email message

Help Articles Designs CRM

Adding personalisation, custom fields information and other useful *variables* to your email message

November 12th, 2020 - Sadie Burgess

Personalisation variablesIt is possible to use any e-shot field as a variable, whether it is a standard or custom field i.e....

Lawful basis for processing data and the evidence required

CRM

Lawful basis for processing data and the evidence required

June 12th, 2020 - Sadie Burgess

The lawful basis for processing are set out in Article 6 of the GDPR. At least one of these must apply whenever you process personal...

Using sub-accounts as part of your data management process

CRM FAQs

Using sub-accounts as part of your data management process

March 6th, 2020 - Sadie Burgess

A sub-account provides an ethical wall in your e-shot database between contacts, designs, campaigns and reports. It is designed to provide an...

Understanding bounces

Deliverability FAQs Analytics CRM

Understanding bounces

March 6th, 2020 - Sadie Burgess

Your bounce rate is the percentage of email addresses that your campaign could not be delivered to. Email providers and cyber-security platforms...

Hard bounce resets

Help Articles FAQs CRM

Hard bounce resets

February 10th, 2020 - Sadie Burgess

Sometimes, email addresses will become undeliverable due to erroneous bounce reasons being reported back by the recipient’s email server. e-shot...

CRM - Groups List

Help Articles CRM

CRM - Groups List

January 31st, 2020 -

Groups listThe groups list shows all of the groups within the subaccount, with a search bar at the top of the page to quickly locate a group when...

CRM - Groups View

Help Articles CRM

CRM - Groups View

January 31st, 2020 -

Groups viewThe group view page shows a summary of the group information at the top of the page, along with a breakdown of which categories each of...

CRM - Accounts List

Help Articles CRM

CRM - Accounts List

January 31st, 2020 -

Accounts ListAccounts are an e-shot ultimate feature and the Accounts page is accessible from the CRM side menu. The page displays the account...

CRM - Accounts View

Help Articles CRM

CRM - Accounts View

January 31st, 2020 - Sadie Burgess

Accounts ViewThe accounts view page shows a summary of the account information at the top of the page, along with a breakdown of which categories...

CRM - Contact View

Help Articles CRM

CRM - Contact View

January 30th, 2020 - Sadie Burgess

Contacts ViewFrom the Contacts List page clicking on any of the main contact field values will drill down into the Contacts View page,...

CRM - Contacts List

Help Articles CRM

CRM - Contacts List

January 30th, 2020 - Sadie Burgess

Contacts ListThe Contacts page is accessible from the CRM section of the sidemenu and shows a grid of all contacts within the subaccount, along...

CRM - Importing Contacts

CRM Help Articles

CRM - Importing Contacts

November 6th, 2019 - Sadie Burgess

Contacts can either be entered into e-shot™ through our API, or imported through the e-shot™ UI using a CSV, XLS or XLSX file.  Importing contacts...

CRM - Engagement Categories

CRM Help Articles

CRM - Engagement Categories

October 30th, 2019 - Sadie Burgess

With e-shot you can keep a close eye on the health of your contact data simply and efficiently. As part of our new interface the contact management...

CRM FAQs

Help Articles FAQs CRM

CRM FAQs

September 24th, 2019 - Sadie Burgess

After bulk importing contacts, my group is still showing as zero. What went wrong?Assuming you have not reached your contact limit, this is...