Chapter - Add-in for cobra CRM

[MNR_ProductName] for cobra adds another bar to cobra called [MNR_ProductName] with the following menu items:

First, we will look at the functionality for creating a newsletter. To do this, research a list of test addresses in cobra and then click the "Create Newsletter" button in the ribbon bar. Transfer Addresses A dialog box will open, where you select the recipient list: either the currently selected address or the list of currently... Read more

The "Mailing Reports" menu item opens a list of sent email newsletters, from which you can access the mailing reports and statistics for click & view tracking. Furthermore, the results can be compared with the addresses stored in cobra. Newsletters include all sent newsletters, and auto-responses include all automatically sent emails, such as activation emails or welcome emails. The following are available... Read more

To import the form entries, open your cobra, select the [MNR_ProductName] tab in the cobra Ribbon Bar, and then click Import Entries. The system will open a window with a list of your forms and the number of new submissions available for download: Submissions must be imported individually for each form. Select... Read more

The function "Trigger Form" opens one of your [MNR_ProductName] forms in the browser and fills it with the data of the currently open cobra address. This function is intended for the following scenario: You are on the phone with a customer and have their address entry displayed in cobra. Now the customer would like to subscribe to your newsletter. Instead of directing them to the website... Read more

In the settings dialog, your username and password for your [MNR_ProductName] account are entered for login. This dialog will also appear when you want to send a mailing but have not yet entered your login details. The dialog consists of three pages: User Account. Here you enter the username and password for your [MNR_ProductName] account. With the "Reset Password" link, you can... Read more

Because News & Mail Service is a system that operates as a SaaS solution in a data center, various data must be exchanged between your cobra and News & Mail Service depending on the process. Below is a description of the data for each process: Newsletter Distribution For the recipient list for newsletter distribution ... Read more

Can newsletter unsubscribes be created as contacts? Yes. Unsubscribes are handled in our add-in just like sign-ups via a form and could be imported into cobra using the "Import Entries" function. In this case, the form is called "System Unsubscribes." Can the import to cobra be fully automated? We don't have full automation as a matter of principle... Read more