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 no longer the primary means of segregating users.
Yabber is not a CRM, although various CRM-style functions are available via integration with the Microsoft suite of products - primarily Microsoft Planner. Microsoft Contact Folders may be used for sending SMS (and email) to segregated groups, although Categories are slowly becoming the primary means of filtering contacts.
This FAQ will detail the process of creating, editing, and synchronising Microsoft Contact Folders.
Leads Table: One example of where Contact Folders are used is the Formly module 
. When a form of any type is created you will be required to select a contact folder and contact categories. Categories are a more efficient filtering mechanism since a lead may be assigned to multiple categories but only one parent folder.
Locating the Microsoft Contact Folder Panel
Locate the Folder panel by navigating to CRM via the primary menu, then selecting the 'Contact Folders' icon. The primary creation (and edit) panel is returned.
Pictured: Locate the Folder panel by navigating to CRM via the primary menu, then selecting the 'Contact Folders' icon. The primary creation (and edit) panel is returned.
Creating and Editing Contact Folders
The primary entry panel is used to create Contact Folders or edit folders when selected via the Review Panel. To create a folder, you should first give the folder a name and description (the description is for your reference while the name is the Contact Folder name). Select your Microsoft account and Save. The folder is created immediately.
Pictured: To create a folder, you should first give the folder a name and description (the description is for your reference while the name is the Contact Folder name). Select your Microsoft account and Save. A parent folder may optionally be assigned.
A parent folder may optionally be assigned.
When editing a folder via the Review Panel, you will be redirected to the same panel with populated fields.
Synchronise Contact Folders
To synchronise Microsoft Contact Folder with Yabber, select the Synchronise, select your MS account, and submit. Yabber will make an attempt to regularly update yoru folders, but a manual refresh may occasionally be required.
Pictured: To synchronise Microsoft Contact Folder with Yabber, select the Synchronise, select your MS account, and submit. Yabber will make an attempt to regularly update your folders, but a manual refresh may occasionally be required.
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Microsoft FAQs
Microsoft Frequently Asked Questions.
Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber is usually resolved to a CRM user automatically (by phone number, email, or some… [ Learn More ]
As described in an FAQ titled "How to Create a Contact in Yabber", Yabber is not a CRM. Yabber is a marketing system designed to communicate with various CRMs in various ways and manage marketing assets. Yabber users are generally synced via your CRM to Yabber, or visa versa, and each contact in Yabber… [ Learn More ]
Connectivity with Microsoft OneDrive enables different types of syncing and sharing options across a large number of modules. Initially designed to sync client documents uploaded via the FileInvitation module, it has since found its way into about a dozen modules. Note that enabling this modules gives Yabber access to only those folders that it creates… [ Learn More ]
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 ]
Part of our website and Yabber architecture requires that we create a Microsoft 365 (Azure) application on your behalf. This application is owned by you, and the applicable keys from that application are stored in Yabber which enables considerable integration between your website and other marketing (such as email marketing). We generally request only… [ 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 ]
Yabber has multiple ways in which to notify broker of new leads, such as email, SMS, CRM, Planner, webhooks, but the easiest way of building a simple notification system is via an RSS feed. RSS stands for 'Really Simple Syndication', and it works by ingesting multiple RSS 'feeds' into a single aggregated source. Typically used… [ Learn More ]
There are social services that take great pride in providing an online calendar for the purpose of scheduling your social media. It's an acceptable option, but it's just another service that'll require a subscription, and it's just another service that'll keep your data once you leave. We've reinvented the method of sending content to social… [ 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 ]
The Vista Social Media Calendar is an essential component of a number of social and managed programs. The calndar is a function of integration with Microsoft systems, and it enables a level of control and integration that will empower your business in ways that'll make your competitors fuzzy little heads explode. Important: Creating a calendar… [ Learn More ]
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 ]
