Before email and calendar tools may be used, we generally have to define our default email and calendar for various facilities. This action is normally completed by us during the setup, but if you're doing it yourself, or you are required to alter values, this FAQ will guide you through the process. It will only take one minute.
Required: Defining your default email and calendar will be required before the Email Marketing module becomes available. The default values are not currently required before you create forms, although it is recommended since the email-based facilities (email lists, autoresponders, calendar integration, conditional redirections etc.) will not function until defaults are set.
Pictured: Locate the 'Default' Email Settings by navigating to the 'Email' module within the 'Settings' module. Select the 'Defaults' panel.
MS365 Azure Application: This FAQ assumes that a Microsoft 365 Azure application was created in your company name. In most cases, we will create this for you. If you are required to create this yourself you will find details in an FAQ titled Creating a Microsoft 365 Azure Application".
Setting Your Default Email and Calendar
Locate the 'Default' Email Settings by navigating to the 'Email' module within the 'Settings' module. Select the 'Defaults' panel. A panel will be returned where a number of default emails and calendar options should be set. Keep in mind that these values can always be changed on the form of asset level.
Pictured: A panel will be returned where a number of default emails and calendar options should be set. Keep in mind that these values can always be changed on the form of asset level.
Select your global details and 'Save'.
Defining Your Email Source
At this stage we require Microsoft 365 integration, and this was s very deliberate decision made over a long period of time to ensure we met various compliance obligations. However, we'll be introducing other options soon, and we'll limit access to modules where we have compliance requirements.
Via the source panel, simply select your preferred email source and 'Save'.
Pictured: Via the source panel, simply select your preferred email source and 'Save'.
If the SMTP options is available to you, and if selected, fields will be required to create connectivity with your email system. This FAQ will be updated when the system is made available to all users.
■ ■ ■
Email Marketing Module FAQs
FAQs related to the Email Marketing module.
Microsoft Contact Folders aren't as relevant as they once were, and the 'new' (2024) versions of Outlook will categorise contacts with 'Categories' rather than folders, although folders are still made available even if they're not part of the standard Outlook interface. Yabber will still require that a contact folder be applied from time-to-time, although they're… [ Learn More ]
Calendars play an important role on your website and in Yabber. They are used for form-related functions, social media, events, and general scheduling. While Yabber makes an attempt to keep your calendars up-to-date, there will occasionally be a need to create or update a calendar, synchronise a calendar, or delete a calendar. This FAQ describes… [ Learn More ]
In various FAQs we introduce the concept of a 'Dynamic Email Signature', or a signature that references engaging up-to-date information of a specific type. We know that every touchpoint should create engagement of some type, and email is used daily so it stands to reason that we'll use the tool to manufacture various pathways. The… [ Learn More ]
One of the features of Yabber that is less visible than others is the lender rate email signature. The signature is an image that may be used in an email signature to return the lowest rate of a specific type. Yabber provides links to the direct image and will also create a HTML link for… [ Learn More ]
The facility to add an email or any other type of subscriber to a Microsoft Contact folder was introduced in the FAQ on creating a form. The purpose of adding a contact to segregated Microsoft Outlook contact folder is more than just 'providing a backup' as many see it. The lists are used when… [ Learn More ]
When a user unsubscribes from an email marketing campaign, we have the option to redirect them to a single default landing page, or a specific landing page that'll try and resubscribe the user back into the same or another list. We go to great lengths to attract a potential client, so we must provide a… [ Learn More ]
Email filtering is part of the Forms module. When creating a form you are presented with an option to define a large number of "What are you Interested in?" options. These options might include 'First Home Buyer', 'Refinancing', 'Renovating My Home', 'Investment Finance', and so on. A user may select any of these options when… [ Learn More ]
When you are first assigned a Yabber subscription, there are no Mailing Lists or forms created. However, before you create your first list you have the option of creating a large number of default email lists. If we set up Yabber for you, this is our default action. If you set up your own account… [ Learn More ]
Before email and calendar tools may be used, we generally have to define our default email and calendar for various facilities. This action is normally completed by us during the setup, but if you're doing it yourself, or you are required to alter values, this FAQ will guide you through the process. It will only… [ Learn More ]
An Admin Email is an email that is referenced within other areas of Yabber, such as EDGE, Fact Find Reports, Referrals, and Triggers. Instead of creating a single email, we create the email as a template that we may use from multiple locations, meaning that if an update to the message is required, it need… [ Learn More ]
As described in our FAQ detailing the Email Marketing Module, one of the benefits of using the Microsoft 365 integration is complete ownership of all your email with a single source of sending and management. All email sent from Yabber will optionally be added to your MS365 'Sent Items' folder. To include or exclude… [ Learn More ]
Whenever an email is created in Yabber that is associated with general email marketing or automated emails (admin, autoresponders etc.), an email signature is selected from a Library of signatures. This means that when a change to your signature is required, the change will be globally applied whenever that email signature is referenced. In some… [ Learn More ]
