General Guidelines

Category: Emails

RTB Toolbox's email solution is very basic and is not as robust as Microsoft Outlook or Gmail's platforms for managing emails. However, if your plan includes emails, and you need to use this platform ...

Group Emails

Category: Emails

Group email folders are shared across designated Teams. Admins can create group email folders and specify which teams have access to a particular folder. If an email is moved from a group folder to a ...

Create a Customer Portal

Category: Customer Portal

Navigate to The Portal section of the Administration screenClick on "Portals". Click on "+ Create Portal" Go through the settings and User Interface (you can always go back and make changes later) and...

Mass Emails

Category: Emails

Mass Emails must be enabled by your Admin. You need to have at least one Target List with target records and an Email Template in your system. Create a new Campaign with the type Email or Newsletter....

Working with Emails

Category: Emails

Emails are fetched by cron (in the background) every few minutes (period can specified by Administrator). You can see all your emails at Emails tab. There are standard folders Inbox, Sent, Draft email...

Email Templates

Category: Emails

Email templates are available at Emails > dropdown in top-right corner > Email Templates. They can be used both for mass email sending and for regular emails. One-off checkbox means that email t...