The CRM Dashboard in your Zenfolio account serves as a centralized hub for managing various aspects related to your contacts and email communications. Here, you can access and oversee your contact list, create and customize gallery invite email templates, monitor and manage scheduled emails, as well as review your emailing history.
Contacts
In the CRM Dashboard, you can efficiently view and maintain your Contacts list, ensuring that you have easy access to all relevant information about your contacts. This feature enables you to stay updated on your interactions with clients and prospects, helping you to nurture these relationships effectively.
For more information about managing the contact list, visit the support article HERE.
Templates
Moreover, the ability to create and manage gallery invite email templates within the CRM Dashboard streamlines the process of engaging with your audience. By customizing these templates to align with your branding and messaging, you can enhance the impact of your email communications and drive higher engagement rates.
For more information about using email templates, visit the support article HERE.
Scheduled Emails
The functionality to view and manage scheduled emails directly from the CRM Dashboard provides you with greater control over your email campaigns. You can easily track the status of scheduled emails, make any necessary adjustments, delete, and ensure timely delivery to your recipients.
For more information about scheduling an email when sharing a Gallery, visit the support article HERE.
Email History
Additionally, having access to your emailing history within the CRM Dashboard allows you to view a list of past communications.
Email Usage Limits
With the capability to send gallery invite emails from your account, there will be specific send limits assigned to each subscription level per month. These limits are put in place to regulate the number of gallery invite emails that can be sent based on the type of subscription you have. The send limits ensure that the email sending activity remains within reasonable boundaries, preventing abuse or overuse of this feature.
The email usage count from the previous month will be reset to zero on the first day of each month.
- Portfolio: Limited to 500 per month.
- PortfolioPlus: Limited to 2500 per month.
- ProSuite: Limited to 5,000* per month.
When scheduling an email, it is important to consider that the email will be included in your monthly email count, even prior to its actual delivery.