Rachel Brost
Articles
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Edit a Packet
Overview: This guide will teach you how to make adjustments to existing paperwork.To make adjustments or updates to a form or packet:Navigate to "SprySign" in your admin Portal.From your SprySign h...
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Defining Elements and Question Types
Overview: As an Admin, you can choose from a variety of elements and question types when creating a short form from scratch in SprySign. This guide discusses the available options. Elements & Ques...
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Create an Email Template with SpryMail's Template Builder
Overview: This guide explains how to use SpryMail’s template builder to create, customize, and save reusable email templates.This article covers the following: Video Walkthrough: Email Template Bui...
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Save an Email Template for Reuse
Overview: This guide explains how to save an Email Template to your "Previously Saved" templates in SpryMail for reuse in the future.Save Your Template for Future UseIf you build an email template ...
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Send an Email Campaign to PSAs
Overview: This guide will walk you through how to send an Email Campaign to PSAs using SpryMail.This article covers the following: Initiating the "Send Campaign" Workflow Selecting Email Campaign R...
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Track Campaign Performance with Email Campaign Metrics
Overview: This guide will walk you through the Email Campaign Metrics dashboard and how to track the performance of each Email Campaign you send. Know exactly who’s opening your emails, clicking li...
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Send a 1:1 Email to PSA with SpryMail
Overview: This guide will walk you through how to send a 1:1 email ("Direct Send") to a PSA using SpryMail. Note: Detailed Metrics Tracking is not available for 1:1 emails, but you will be able to ...
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Schedule a Campaign or 1:1 Email for Later
Overview: This guide will walk you through how to schedule a Campaign or 1:1 Email to be sent at a later date.This article covers the following: Scheduling Your Email for a Later Date/Time Reviewin...
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View Email Communications on the PSA Profile
Overview: This guide will show you how to quickly access all SpryMail email communications associated with a specific PSA directly from the PSA’s profile.Within each PSA Profile, the Activities tab...
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Use CC/BCC/FWD to Send Email Correspondence to Spry
Overview: This guide will teach you how to use the CC/BCC/FWD functions to send email correspondence from your personal inbox to Spry.You can log email conversations with PSAs directly into Spry by...