Helpdesk

Email alerts
Administrator and loan officers receive email alerts when customer fills in a contact form or call back form, and when application form was submitted. Administrator can disable some of these alerts and activate them anytime later.
Adding subscribers
Administrator can add multiple number of emails which will receive every site alert by adding subscriber name and email. If administrator want to subscribe all loan officers for the alert he can use “Import list” button.
Administrator can add another .csv file with the subscribers list here too.
Note: the csv document should contain 2 columns with subscribers names and emails
Newsletters
Here you’ll see all newsletters you’ve created and sent.
Add newsletter
1) Click “Create Newsletter” button
2) Choose newsletter form (HTML or Text)
3) Choose newsletter template.(The module has a number of html newsletter templates by default. When installing a newsletter module you can add a number of text email templates.)
4) Manage text body and other email settings.
5) Save newsletter
Send newsletter
You can create different borrowers subscription groups in the newsletter module. To send the newsletter you should choose the newsletter from the list, click “send” button and choose the suitable subscription list or lists.
You can also schedule sending any newsletter you wish. To do this just click “Delivery Schedule” button, choose newsletter and date. Please note – you should specify the certain subscription group before setting up a delivery schedule.
Subscribers
Here you can view all your subscribers, mailing lists they are subscribed to, create and import new subscribers, edit, export existing subscribers to file, subscribe selected users to certain mailing lists. To view all borrowers, subscribed on the certain list, choose the list name from the drop down menu and click “Subscribe selected”.
Mailing lists
Here you can also view a list of forms users subscribe to or unsubscribe from your newsletters. The form represents html-code you should insert into the page where your users will subscribe to your mailings. To have a look at a default form (as its design will suit the design of your site design) click “View” button.
Templates
Here you can view a list of templates used for newsletter creation. Templates can be either of text format (contain plain text) or html, that is contain html-tags, allowing to format text. It’s convenient to use templates if your newsletters have repeated elements (design, text). Once creating one template you can use it to make many newsletters.
Forms
Here you can view a list of forms users subscribe to or unsubscribe from your newsletters. The form represents html-code you should insert into the page where your users will subscribe to your mailings. To have a look at a default form (as its design will suit the design of your site design) click “View” button.
Statistics
Here you may find basic figures on subscribers, newsletters and mailing lists. Use this information to estimate your work performed. To simplify calculations let’s consider that a user is subscribed to a list if his status to this list has the value different from “Unsubscribe”
Interested subscribers statistic. View interested subscribers’ statistics allows you to check for who, when, and by what links followed your newsletters. This is how you can watch your subscribers’ activity related to visiting Internet web-pages, hyperlinks indicated in your newsletters.
Attachments
List of uploaded files on the server. You can attach these files to sent newsletters. General depository for attached files lets you attach one and the same file for different newsletters without additonal uploades.
SMTP servers
List of SMTP servers used for newsletter delivery is presented here. “Order Num” shows sequence of its use from the very beginning. Principle is the following: localhost will be used if no server is indicated. System will connect automatically to server with greater “Order Num” from server list, in case of server connection failure while newsletter delivery.
Settings
Here you may set access parameters to system, SMTP-server and some additional options.