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Enabling SSO with Microsoft 365: Administrator Guide

Settings Help Articles

Enabling SSO with Microsoft 365: Administrator Guide

June 7th, 2023 - Harry Thomas

This help article specifies the actions your Microsoft 365 Global Administrator needs to take to allow your users to sign in with their Microsoft...

Campaigns: Setting up a dynamic sender alias

Help Articles Settings Campaigns

Campaigns: Setting up a dynamic sender alias

March 2nd, 2023 - Sadie Burgess

The dynamic sender feature allows you to assign a different email sender to each contact, this means that you can control who it looks like the...

Setting up UTM values in e-shot

Help Articles Settings Integration

Setting up UTM values in e-shot

January 16th, 2023 - Harry Thomas

UTM codes help you track where website traffic is coming from, allowing you to properly measure each campaign’s, platform’s, or medium’s ROI. UTM...

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...

Supported browsers

Help Articles FAQs Settings

Supported browsers

February 1st, 2022 - Sadie Burgess

Account set up: Allowlisting your e-shot domain 

Help Articles Deliverability Settings

Account set up: Allowlisting your e-shot domain 

January 20th, 2022 - Sadie Burgess

What is an allowlist and why use it?   Allowlist (previously known as whitelist - see...

Send Preferences: From name and address

Help Articles Campaigns Designs Settings

Send Preferences: From name and address

January 18th, 2022 - Sadie Burgess

Each message you send out has both the sender and from address. The sender domain is what the receiving email server sees when initiating the...

Sign in with Microsoft

Help Articles Settings FAQs

Sign in with Microsoft

July 23rd, 2021 - Sadie Burgess

e-shot supports Single sign-on (SSO) via Microsoft.If you wish to use Microsoft to sign in to e-shot, simply use the same email address for your...

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...

e-shot status page and maintenance notifications

Settings Feature Updates

e-shot status page and maintenance notifications

July 20th, 2021 - Sadie Burgess

You can now check to see the e-shot platform health at any time. On our Service Status page you can check the health status...

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.

Making a payment

Settings FAQs

Making a payment

January 14th, 2021 - Sadie Burgess

In account settings, users can see a payment tab.  Here it is possible to set up a direct debit instruction or make a payment by credit card...

Introducing 2 Factor Authentication

Help Articles FAQs Settings

Introducing 2 Factor Authentication

November 12th, 2020 - Sadie Burgess

To enhance your account's security, set up two-factor authentication. Two-factor authentication (2FA) requires two forms of identification to...

Installing e-shot's Web Tracking on your website

Help Articles Website tracking Settings

Installing e-shot's Web Tracking on your website

October 19th, 2020 - Sadie Burgess

It is simple to install e-shot’s Web Tracking code.We will provide you with a unique javascript that needs to be placed in the Head of your...

How do I reset my password?

Help Articles Settings FAQs

How do I reset my password?

June 4th, 2020 - Sadie Burgess

Users can also click the "Forgotten Pasword" link on the login screen to instigate a password reset. 

e-shot add-in for Microsoft Outlook

Integration Settings

e-shot add-in for Microsoft Outlook

May 4th, 2020 - Sadie Burgess

See real-time email campaign and website interactions and track lead engagement - all from within your inbox.e-shot for Outlook helps you...

Canddi

Help Articles Settings Integration

Canddi

October 9th, 2019 - Sadie Burgess

CANDDi Tracking Located within the Integrations tab of the Settings page, CANDDi Tracking allows users to see detailed information about what their...

Settings

Help Articles Settings

Settings

October 9th, 2019 -

Settings OverviewUseful for both the account administrator and users of the account, the Settings page is split into 6 tabs for an account...

Settings FAQs

Help Articles Settings FAQs

Settings FAQs

September 24th, 2019 - Sadie Burgess

Is there a limit on how many users I can create?e-shot™ has absolutely no limits on users per account.How do I include the edit profile message on...

Wordpress plugin - Form Builder

Help Articles Settings Integration

Wordpress plugin - Form Builder

September 24th, 2019 - Sadie Burgess

Installing the e-shot™ plugin for WordPress enables you to add e-shot™ sign-up forms to your WordPress site, hassle free. Your website visitors...