A. To set up your email inbox In Advantage Anywhere, go to the tab/main menu link called Mailbox (if you can not see this in the main menu please contact support or your local administrator). -Go to the Mailbox in Advantage Anywhere -Click on Add/Manage Account -Fill in the details as follows: Info: Read more
Help Desk
Q. How do you on-board or off-board a user in Advantage Anywhere?
A. When an account executive/staff member leaves your organization or will no longer be using Advantage Anywhere, use the handy and printable resource or follow these steps: View this helpful and printable guide for assistance (short version below) : View PDF Guide First, archive the user account (requires administrative access)Go to TOOLS > ADMINISTRATOR > MANAGE USERS Locate the user Read more
Q. Can you use other website web forms to push leads to Advantage Anywhere? (Gravity Forms example)
A. You can utilize existing website form capture programs/plug-in’s/platforms by using the ‘form post’, ‘form feed’, ‘webhook’ or ’email push’ features. In many form platforms they allow collecting the field data and passing that along to Advantage Anywhere (or other platforms). Use the documentation provided by the webforms provider if available. Below are screenshots from Gravity Forms as an example, Read more
Q. I can’t create a new relationship, is it broken?
A. Due to a recent browser update, making a relationship can be difficult or ‘not take’. Here are two work-arounds: When you are creating a new relationship, try not selecting a choice in the relationship drop down for either of the contacts (skip the blue arrow fields below). Simply click on the +ADD to create the relationship, once the Read more
Q. What is the difference between a note/activity and a task and how should I use them?
A. A note/activity is recording what already happened. What take away notes and activity should be noted and visible the next time to visit this contact’s record – these are notes and activity. To set a future reminder or log a next step into the future to show up as a to-do item, is would be a Task. Use the +Task link Read more
Q. Help, I can’t find my relationships!
A. Relationships moved to be under the Umbrella icon. For some contact records the list of relationships is long. In order to better see them near the top and to prevent the contact record from a long scroll to move past them, the relationships are now visible under the umbrella icon.
Q. How does the duplicate check work in Advantage Anywhere?
A. The Advantage Anywhere duplicate check looks at Company Name, email address, address and first and last name as the fields to check when a new contact record is created. If it gets a hit on two or more of these it presents (by popping up) this comparative list of the ‘potential matching’ existing contacts to select from prior to Read more
Q. What instruction should I provide when I ask my email contact to whitelist me?
A. Make sure your emails end up in your recipient’s inbox – ask them to whitelist your email address. This way your messages will be sure to come into their inbox. Her are recommendations to provide for common email providers: For Gmail: Open Gmail, look in the upper-right corner for the Settings (gear) icon. From the menu found there, Read more
Q. My emails are being unsubscribed, what can I do?
A. You can set up your emails to be deployed using SMTP delivery. In other words, it will route email to come from/be deployed from your server(s). This can help with reputation and throttling. You can accomplish send through SMTP delivery if you are using Exchange or through Office 365. The below are the step-by-step instructions which will need to Read more
Q. What does Note: SRP Contact Lead Processed ‘Unsubscribe’ mean?
A. The ‘SRP Contact Lead Processed ‘Unsubscribe’ found in the notes/activity/history on a contact record means, this contact clicked on the Unsubscribe link at the bottom of an email you/your team sent out of Advantage Anywhere. At the bottom of every email sent out of Advantage Anywhere is a link for the recipient to ‘Unsubscribe’. This is the link where Read more