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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....
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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
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
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
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
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
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
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
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...

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
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
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
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
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
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
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
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
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
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
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...