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Route emails to folders – Assign an Associated Email

Tuesday, August 3rd, 2010

The amount of email arriving from customers daily can be overwhelming if the email is not properly filtered and routed into the appropriate folders. One of the methods you can utilize in eMail Manager to route the emails into folders quickly and efficiently is by assigning an Associated Email. The Associated Email is the email the folder will be receiving, such as support@yourcompany.com to the Support Folder.

Regular Expression – This allows you to specify all possible variants of an incoming email address so that it may perform a match. To implement, mark the checkbox and enter the expression in the Associated Email field. Here are some examples of how they can be used:

To capture emails starting with the word “testing” you would enter ^testing.
To capture emails ending with the word “testing” enter testing$.
To capture emails that had the words “jon” or “mary” you would type jon|mary.
To capture emails beginning with “jon” or “mary” you would type ^(jon|mary).
To capture emails ending with “jon” or “mary” you would type (jon|mary)$.

If you have any questions, please send us an email at support@ifmodules.com or call us at 877-848-1310.

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Create Multiple Signatures

Friday, June 25th, 2010

Many of us wear multiple hats in our efforts to run a business successfully. If you have more than one business, represent more than one position or department, chances are that you’ll need to have Multiple Email Signatures.  Users of eMail Manager can create multiple signatures for different sections (if applicable) and folders within the section. Signatures assigned to a specific location will overwrite any signatures assigned to the users account in Maintenance: Users.

To access…

  • Select Signatures from the Options menu
  • Click on the Add New Signature button to add new signature information using the HTML toolbar
  • Select the folder(s) that apply and click Update.

If using different signatures in different sections, users must be viewing the specific section, then select Signatures from the Options menu.

Learn more about Managing Users & Signatures with eMail Manager

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Updating Passwords for Secure Email Management

Monday, June 21st, 2010

Effectively managing passwords can mean the difference between secure and insecure data. Passwords should be changed often and kept secure by using a  lengthy combination of letters, numbers, and symbols. Users of eMail Manager can manage their own passwords by selecting My Password from the Options menu. The existing password must be entered before changing to a new one. Please note, that all passwords are case sensitive.

Here are some quick suggestions to keep your password secure:

  • Use strong, complicated passwords. These are the hardest to break.
  • Combine uppercase and lowercase letters with numbers and punctuation.
  • Use different passwords for everything.
  • Don’t use your name or other information that is easily obtained (i.e. children’s names).
  • Change your passwords often.
  • Use the first letters of a phrase to help you remember. For example, The green dog had four legs! would become Tgdh4l!.

NOTE: If using an Open ID to login, please ask an administrator to update the user account at Maintenance: Users.

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Time Zone Setting Update for eMail Manager

Tuesday, April 6th, 2010

With the recent eMail Manager v5.5 software update, we now support all time zones. You will need your Super Administrator to update your program – here are the steps:

1. A User with Super Administrator access is needed to make these changes
2. Go to Setup (navigation area) >Sections
3. Click on the specific Section to make the change
4. Scroll down to the Time Zone drop down box and select appropriate Time Zone
5. Click “Save Changes” at the bottom of the page

Be sure to call 877-848-1310 or email us at support@ifmodules.com with any questions!

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Managing Address Book Groups in eMail Manager

Sunday, March 21st, 2010

eMail Manager allows users to create groups in order to send more than one email at a time.  Most email systems have this feature.  Here is how eMail Manager’s works:

Add a New Group

From a Folder screen, click on the Address Book button at the top of the page. Click on the New Group link. Enter the group name. Select the emails you wish to include in the group. To select or unselect hold down the [CTRL] key while making your choices. Mark the “Shared?” checkbox if you wish to share this group with other users in this section. Click on the Update button.

Edit an Entry/Group

To edit an entry or group, click on the Address Book button at the top of the page. You’ll see a list of entries. Click on the entry you want to change, make your changes and click on the Update button.

NOTE: Only the creator of the entry or group, or an administrator can make changes.

Delete an Entry/Group

To delete an entry or group from the Address Book, click on the Address Book button at the top of the page. Mark the checkbox next to the entry you want to delete (to select all, click on the Select All button) and click on the Delete Selected button. You can also delete an entry or group by clicking on the Delete button from the editing screen.

NOTE: Only the creator of the entry or group or an administrator can delete it.

Select an Entry/Group

Forward and Reply functions display the text ” Address Book” next to the “To” field. To send an email to someone from your address book, click on the To, Cc or Bcc links. Mark the checkbox next to the To, Cc or Bcc of your selection(s). Click on the Copy and Close button.

Important Note: Use of groups to send mass emails in place of an outgoing email marketing software can lead to your instance of eMail Manager being blacklisted and prevent your emails from reaching your customers.

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