![tractivity-email-logo.png]](https://www.tractivity.co.uk/hs-fs/hubfs/Logo/tractivity-email-logo.png?height=36&name=tractivity-email-logo.png){kind=logo}
Help Articles
Organisations & Contacts
- How to Search for a Contact
- Add or Remove a Search Field
- Change Your Search Screen Results
- Export Your Search Results to Excel
- Add a new contact
- Add a new Organisation
- Mandatory Fields
- What is Contacted Permitted?
- Editing an Existing Organisation or Contact
- Managing Stakeholders GDPR Communication Preferences
- How to Upload an Email to a Contact
- Sharing a Contact and Organisation Across Projects
- Add a Deputy
Enquiries & Activities
- What is an enquiry? What is an Activity?
- Adding an Enquiry
- Adding an Activity
- Add Enquiry Activity Priority Level
- Adding and Deleting Activity Attachments
- Activity Attachment Types
- Previewing and Exporting Enquiry Activities
- How to link an Enquiry to an Event
- Reassigning an Activity to an Enquiry
- Email a Stakeholder from an Enquiry
- Attach Multiple Associated Contacts to an Enquiry
- Cloning an Enquiry
- Clone an Activity
Surveys
- Creating a new survey
- Printing Survey Questions
- Searching for Surveys
- Review survey responses - Confirmed & Unconfirmed Responses
- How Surveys update your Stakeholder Records
- Terminating a Survey
- Adding Paper Survey Responses
- How do I find and share my Survey URL?
- Partial Survey Responses - (Optional to display)
- How to add your Organisation Branding
- How to Request Communication Preferences in a Survey
- How to add a New Search Field - Surveys with Outcomes
- How to Export Survey Responses
- Confirmed , Unconfirmed and Partial Survey Responses?
- Ranking Questions
- Ranking Question Reporting
- Date and time questions
- Survey sections
- Linear questions
- Difference between a survey description and title?
- Survey Drop down list questions
- Retracting a Survey
- How to Analyse Survey Responses
- How to Download Survey Response Reports
- How to personalise data captured at the end of Surveys
- How to add attachments to Surveys
- How to archive Surveys
- How to link Surveys to Events
- How to link Surveys to Strategy Plan Objectives
- Checkbox Questions
- Radio Button Questions
- Create and send emails
- Add your own email templates
- Add emails from Outlook
- What is an SPF record?
- Tractivity Email Setup Guide (Technical Documentation)
- Microsoft 365 Email Authentication for Tractivity Shared Mailbox
- Using Tractivity to send/receive email (Client Guide)
- Tractivity Email Setup Guide for NHS (Technical Documentation)
Mailshots
- Overview of the new mailshot builder
- New Email Builder - Creating a new Mailshot (Steps 1-4)
- Settings Tab - Overview
- Adding an Attachment in a Mailshot
- How to Share your Mailshot URL
- View and Export Mailshot Statistics
- New Email Builder - Creating and Managing Mailshot Templates
- New Email Builder - Moving & Deleting Content
- New Email Builder - Rows
- New Email Builder - How to Wrap Text around an Image
- New Email Builder - How to place Anchor Links in your Mailshot
- New Email Builder - Including a Merge Tag
- New Email Builder - How to link files via File Manager
- New Email Builder - Dynamic countdown timers in your Mailshots
- New Email Builder - Content Tab - Paragraph
- New Email Builder - Content Tab - List
- New Email Builder - Content Tab - Table
- New Email Builder - Content Tab - Images
- New Email Builder - Content Tab - GIFs
- New Email Builder - Content Tab - Video
- New Email Builder - Content Tab - Social
- New Email Builder - Content Tab - Button
- New Email Builder - Content Tab - Icons
- New Email Builder - Content Tab - Adding a Divider
- New Email Builder - Desktop View vs Mobile View
- New Email Builder - Desktop/Mobile View - Hide Content
- New Email Builder - Content Tab - Title
- New Email Builder - How to hide and replace content in Mobile vs Desktop View
- New Email Builder - Undo button and viewing previous versions of your mailshot
- New Email Builder - Including an 'Unsubscribe' link
- New Email Builder - How to edit an individual content block
Distribution Lists
- Creating a Distribution List
- How to create a Postal Distribution List
- How to create a Distribution List using the Mapping (Land Parcels) tool
- Sending an Email to a Email (Plain-Text) Distribution List
- Sending a Newsletter to a Mailshot Distribution List
- How to log mass telephone engagements with Stakeholders
Reports
Events
- Add a new event
- Adding your own Branding
- Adding an event to your Outlook calendar
- Adding invitees to your event
- Generate event delegation lists, name badges and sign-in sheets
- E-mail Attendees Using Plain Text E-mail
- Events Request consent to share (invitees only)
- Cloning an Event
- How to link an Enquiry to an Event
- Link a Survey to an Event
- Request a postcode
- Using Event Groups
- How to use Invite Reason(s)
- How to use and manage Invitation Quantities
- Dynamic Countdown timer in Event Invitations
- New Email Builder - Event Accept & Decline Links
- New Email Builder - Adding New Event Email Templates
- New Email Builder - How to Wrap Text around an Image
- New Email Builder - How to place Anchor Links in your Event Invitations
- New Email Builder - Content Tab - Button
- New Email Builder - Desktop View vs Mobile View
- How to add a Giph in a Event Email
- How to create and use a Paragraph within the Content Tab.
- How to create and use the Title option within the Content Tab
- How to insert images in Event Email
- How to undo and find a previous version of your Event Email
- New Email Builder - Content Tab - List
- New Email Builder - Content Tab - Table
- New Email Builder - Content Tab - Adding a Divider
- New Email Builder - Desktop/Mobile View - Hide Content
- New Email Builder - Moving & Deleting content
- New Email Builder - How to hide and replace content in Mobile vs Desktop
- Tractivity Email Builder - How to link files via File Manager
- Settings Tab - Overview
- New Email Builder - Including a Merge Tag
- New Email Builder - Rows
- New Email Builder - Content Tab - Icons
- New Email Builder - Content Tab - Video
- New Email Builder - Content Tab - Social
- Email Builder - Creating an Event Email Invitation
- Tractivity Email Builder - Events - How to send a test email
- Email Builder – How to save Event Emails/Save as Templates
- New Email Builder - How to edit an individual content block
Home Screen
Issues
Land Parcels
Library
Stakeholder Mapping
System Admin
- Add a new Project
- Cloning an Existing Project
- Edit User Access Profiles
- How to add a user and assign projects
- Assigning Users to Projects
- Importing New Stakeholder Data
- Share Stakeholders across projects
- Changing a users default project
- Adding Account Handlers who won't be a User of Tractivity
- Updating Stakeholder Data in Bulk
- Customise Drop-down Lists
- Customise drop-down lists for your External Forms
- Project & Global Interests, ensure stakeholders only receive communications on relevant topics
- System Admin: Adding New Dropdown Options
- Editing Project Default Subscription Preferences
- How to make fields mandatory
- How to change your field configuration
- Multi-factor Authentication
- Email Verification and Whitelisting
New User - Videos
Engage Portal
API
Outlook Integration
- How to Install Tractivity Outlook Integration
- Overview of Tractivity Outlook Integration
- Outlook Calendar Integration to Tractivity
- Accessing the Outlook add-in
- How to add an email to a new enquiry from Outlook Integration
- How to record new contacts inside of Tractivity from Outlook Integration
- How to add an email to an existing enquiry from Outlook Integration
- How to add an email to a contact (contact activity) from Outlook Integration