Is there a limit to the number of emails I can schedule?
What's the best way to associate contacts?
What's the difference between a To Do Schedule and an Email Schedule?
How do the search results, frequent contacts, and tagged contacts pages work?
What do Groups and Categories mean?
What is the purpose of templates?
What are custom emails?
How do I add a new field to my contacts database?
What happens when I click the 'Extend' link for a schedule?

Q. Is there a limit to the number of emails I can schedule?
A. Yes and no. You can set up as many schedules as you like, but the system will not actually schedule events into the To Do list More than 90 days from today. If you have an email or a To Do Reminder scheduled for once a week, and it's been working out well for you, simply click on the extend link and the system will reschedule it for the next 90 days.

Q. What's the best way to associate contacts?
A. Well, there are several ways. One may be better for you than another, but what we've found convenient is to search for contacts, and tag them, then show all tagged contacts and you can associate them all or just the ones you check.

Q. What's the difference between a To Do Schedule and an Email Schedule?
A. Scheduling To Dos or adding a task to the To Do list are different from Scheduling Emails (which will appear in your To Do List as well) in that Scheduled Emails will always appear with a 'run' link. Scheduled To Dos and individually added To Do List Items are reminders and do not get a 'run' link because there is no email sending functionality associated with them. In order to actually send a scheduled email you must click the 'run' link; the system does not send scheduled emails automatically.

Q. How do the search results, frequent contacts, and tagged contacts pages work?
A. The search results page, frequent contacts, and tagged contacts pages are three major portals for access to much of the core functionality of Contact Pro. When looking at one of these pages you can decide what type of action you would like to take with the result set, and whether you would like that action to be performed on all contacts displayed or only contacts that you check. You can also cycle through the details (view the frameset page) for each contact in the result set by clicking on one of the contacts' names and following the next and previous result set links in the third bar from the top. From the search results, frequent contacts, and tagged contacts pages you can associate, email, schedule, delete, or perform other functions on the entire result set or on just the contacts you check.

Q. What do Groups and Categories mean?
A. Groups and categories are the basic structure used for organizing your contacts. Groups are the more general of the two, and categories function as subsets of groups. A contact will be a member of the group that holds the category in which he/she is classified, but can also be added to just the group, or left out of any groups or categories altogether. Each regular account is allowed 3 groups and 8 categories for each group. If this is not sufficient, we offer account customization for an hourly rate.

Q. What is the purpose of templates?
A. Templates are tools designed to facilitate the sending and scheduling of emails. You may have multiple send from email addresses or signatures that you use depending on the particular contact setting. You may also have standard subject lines or email messages that you use often enough to not want to ever type them again. These are examples of data that would lend themselves well to being templates. You can also use templates when creating custom emails.

Q. What are custom emails?
A. Custom emails are basically whole emails setup and ready to go. You define the send from email address, subject line, message, and signature, and merge fields if you like, and the custom email becomes available to any of the email sending or scheduling functionality as a unit. Custom emails are basically email templates with all of the parts already assembled.

Q. How do I add a new field to my contacts database?
A. Just click on the 'Customize' link in the left hand navigation and choose the 'Add A Custom Field' option. You will be asked for the new field name (Remember to use only alpha numeric characters and don't begin a field name with a number.) and type. If you choose to make the new field 'Short Text' you will need to specify how many allowable characters you would like this field to have. If you choose to make it a 'Select Box' (enumerated), you will need to type in a comma separated list of possible values. That's it!

Q. What happens when I click the 'Extend' link for a schedule?
A. Essentially, the 'Extend' link will cause a schedule to be rescheduled from today to 90 days from now. Editing a schedule will also reschedule for today through 90 days from now.