Emailing
How to Create a G5 Email Template
Download the Gorilla 5 Email Master Template Open it and set it to Web Layout. Replace the first highlighted sentence with the subject line the email will use. Copy and paste the text of the letter into the template, replacing the body text. The body ...
How to Create an Email Template in the Document Manager
Email Templates are used in Campaigns with in G5 to send standardized emails. To create a template go to th Document Manager and click the Add button. Then select Document, and Document again, from the menus that open. That opens this screen: In ...
How to Use a G5 Email Template
This article covers using a G5 Email Template to create and send an email in G5. To understand how to create the template, see How to Create a G5 Email Template. You can also find many messages already on a G5 Email Template on our Letters Library. ...
G5 Email Merge Fields
This is a list of all available merge fields for use with the instructions in How to Send a Mass Email in G5 . Expression Description ${dear} Recipient’s Dear field ${advisorMergeField} Recipient’s Advisor ${birthdaySummaryString} Recipient’s ...
How to Set up Your Email Signature
If you are using G5 to send out emails, you will need an email signature. This functions in the same way email signatures work in Outlook, or other programs, placing the signature at the bottom of the email. To Set Your Email Signature: Click your ...
How to Send a Mass Email in G5
The Basic Process Go to the Contacts workspace. Select the saved filter or create the filter you want to email to. The filter used here is Households with the Status of Client who have emails. See Creating and Saving Filters for additional help ...
How to Sign Up for SendGrid
This process uses SendGrid® to connect to G5 and manage your mass mailing. It does require signing up for a SendGrid account. Signing Up for SendGrid Go to https://app.sendgrid.com/login and select “Sign Up Now!” below the login button. Select the ...