Big Biller Help Center

Email

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Email Sending Limits and Overage Permissions

  • Expand the Sidebar and click on the Settings icon
  • Click to expand the My Agency section and select Manage Users
  • Click the edit icon to the right of the person you wish to set email overage permissions for
  • Under the user’s Permissions, click to expand the Email section
  • To the right of Allow Standard Email Overage and Allow Mass Email Overage, set the appropriate permissions then click Save
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Engagement Stats

Engagement Stats attempt to help you know how your email messages perform.  The stats in this area can help you take immediate action with given recipients and/or make decisions about the content and timing of subsequent messages.  Clicking on the…

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Verifying Your Domain

  • Big Biller’s email system uses industry-standard domain authentication for better deliverability, but does require some “technology legwork” before you can begin sending
  • You’ll need to get your DNS set so that it “signs” every email you send from Big Biller
  • This lets other mail servers know that this message is valid and was intentionally sent by your company, not faked (“spoofed”) by some less-than-honorable sender
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Outlook Add-In: Saving Attachments to Records

  • The Outlook Add-in not only logs emails and adds new records, but it also allows you to add attachments to your Big Biller records
  • There are instances where you may want to save an email attachment to a record other than the sender (i.e., you may want to save a client’s fee agreement to the Company record instead of your contact’s record)
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