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Sending emails through AdviserLogic is a straightforward process designed to reduce data entry and keep client records up to date.
Below are some frequently asked questions and their answers to help you better understand the email functionality. Click on the question to open the solution.
I have sent an email to a client, but the file note hasn't been created.
I have sent an email to a client, but the file note hasn't been created.
This issue typically occurs when the email address is typed directly into the To section instead of selecting the client from the search list.
Resolution:
Incorrect Method: Typing the email address directly into the To field will not create a file note.
Correct Method: Select the client from the search list. Doing so will ensure a file note is created when the email is sent.
Can I send bulk emails to my clients?
Can I send bulk emails to my clients?
Yes, you can send bulk emails using the Group Email functionality.
Details
This feature is ideal when the email content is the same for all recipients.
If the email content varies for different clients, the Group Email functionality cannot be used.
Learn More: Refer to the Group Email article for detailed instructions.
I sent an email to a client, but they didn’t receive it.
I sent an email to a client, but they didn’t receive it.
Common reasons for this issue include:
The recipient’s email previously bounced.
The recipient marked your email as spam.
The recipient unsubscribed from your emails, causing future emails to bounce.
Resolution
For a comprehensive list of reasons and solutions, please refer to the SendGrid documentation.
For further assistance, contact [email protected].
I cannot find the client in the search list in the To section, even though their email is updated.
I cannot find the client in the search list in the To section, even though their email is updated.
This issue often occurs when the Do Not Contact box is checked in the client’s record in Fact Find > Personal > Contact section.
Resolution
Ensure the Do Not Contact box is unchecked so the client appears in the search list.
I sent bulk emails, but nothing is showing in the history section, and file notes haven’t been created.
I sent bulk emails, but nothing is showing in the history section, and file notes haven’t been created.
Bulk emails involve large amounts of data, which may take time to appear in the email history section.
General Recommendation
Wait at least one hour for the data to load.
If the issue persists beyond an hour, contact [email protected] for assistance.
For further assistance on any of these issues, please contact [email protected].