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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...

Branding: How to add/manage custom fonts for use in Smart Editor

Help Articles Designs

Branding: How to add/manage custom fonts for use in Smart Editor

January 26th, 2021 - Sadie Burgess

In Smart Editor you have the choice of standard fonts ie Arial, Time NR etc, non-standard font ie Open Sans, etc and custom fonts which you can add...

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...

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...

The e-shot API

Help Articles API Integration

The e-shot API

January 8th, 2021 - Sadie Burgess

The Rest API document provides you with details of the requests that can be made to the API to retrieve or commit data to the e-shot™ marketing...

Our services after the UK leaves the EU

Feature Updates

Our services after the UK leaves the EU

December 11th, 2020 - Sadie Burgess

The UK is set to leave the EU on 31st December 2020. In light of the upcoming end of the transition period we wanted to provide clarity to our...

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...

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....

Campaigns - Control the speed of your email send

Help Articles Campaigns

Campaigns - Control the speed of your email send

November 2nd, 2020 - Sadie Burgess

Our Send Speed feature gives email marketers the ability to control the speed at which their campaigns are sent. By setting a number of sends per...

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...

e-shot Referral Scheme FAQs

FAQs

e-shot Referral Scheme FAQs

August 20th, 2020 - Sadie Burgess

What is the e-shot customer referral scheme? Existing e-shot customers can earn rewards by recommending our solutions to others.How do I refer...

HTML for Email guidelines

Help Articles Designs

HTML for Email guidelines

July 23rd, 2020 - Sadie Burgess

There are a few HTML ground rules, that need to be followed. This should be considered for: HTML you upload into the HTML Upload and Dynamic HTML...

Overview: June Release

Feature Updates

Overview: June Release

June 17th, 2020 - Sadie Burgess

Security & Performance enhancements:IP restriction for API access – you can now restrict API access to your account to specific IP...

Archiving Reports

Help Articles Analytics

Archiving Reports

June 17th, 2020 - Sadie Burgess

By default, campaigns older than 12 months are automatically placed within the archive. This archive is accessible by clicking the Archived tab on...

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...

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. 

COVID-19: Service Update

Customer Success

COVID-19: Service Update

May 5th, 2020 - Sadie Burgess

We are closely monitoring the COVID-19 outbreak and following the advice of the UK Government.We have taken additional steps to ensure continuity...

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...

How to use e-shot for re-targeting

Help Articles FAQs Campaigns

How to use e-shot for re-targeting

March 8th, 2020 - Sadie Burgess

Retargeting, also known as remarketing, is a form of online advertising that can help you keep your brand in front of bounced traffic after they...