Communication

Setting up an Outbound Email Domain

This article guides users on how to enable the Sonar instance to send emails using the specific domain set by the user.

Mitchell Paul-Soumis
Updated 3 weeks ago by Mitchell Paul-Soumis

Triggered Emails: Setup

Triggered emails are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This article details how to set up your own customized triggered emails.

Morgan Wynnes
Updated 3 weeks ago by Morgan Wynnes

Call Logs: General Best Practices

Call logs allow users to record and collect data while on the phone with a customer. This article provides an overview of how call logs are used, as well as best practices for when using them.

Morgan Wynnes
Updated 3 months ago by Morgan Wynnes

Using the Mass Email Tool

The Mass Email tool is used to contact a large number of customers at once through the instance. This article takes you through the process of creating and using Mass Emails.

Mitchell Paul-Soumis
Updated 2 weeks ago by Mitchell Paul-Soumis

Email Messages: Example Content

This article contains commonly used content for email messages that can be used as templates.

Morgan Wynnes
Updated 3 weeks ago by Morgan Wynnes

Email Categories: Overview & Use Cases

This article provides an overview of what email categories are and how they can be used.

Morgan Wynnes
Updated 23 hours ago by Morgan Wynnes

Email Variables & Conditions

This article lists all available variables that can be used within Sonar, along with an explanation of what data the variables display, and where they can be accessed from.

Morgan Wynnes
Updated 3 weeks ago by Morgan Wynnes

Trigger Explanations

This article defines the specific action for each triggered email that needs to happen in order for the emails to be sent out.

Morgan Wynnes
Updated 3 weeks ago by Morgan Wynnes

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