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Activity overview

Latest activity by Sara
  • Sara created an article,

    Creating a support ticket

    The best way to get in touch with us is to utilize our support ticket system.  This will allow you to:  Create a new support request Manage existing support requests Create a new support request St...

  • Sara created an article,

    Can I use a free or "disposable" email address with Mago?

    We strongly urge you to avoid using free or "disposable" email addresses with Mago for two main reasons. The first is strictly our opinion and based on decades of experience as performers ourselves...

  • Sara created an article,

    Emails missing from the record history

    Mago’s inbound email scanner is a great tool we’ve included to save you a few clicks and help you keep all your correspondence organized and at your fingertips within the relevant records in your M...

  • Sara created an article,

    How can I export data from my Mago account?

    You can use the following links to export data from your Mago account at any time:

  • Sara created an article,

    Introduction to templates

    The real power of a tool like Mago is the ability to automate your responses and quickly and easily merge your contact's specific details into a template so you don't have do any more tedious copy ...

  • Sara created an article,

    How to set up SMS alerts to multiple phone numbers

    By now you should be aware that Mago can be configured to send you SMS messages to alert you when someone fills out your contact form, or as part of any automation routine. By default, the system i...

  • Sara created an article,

    Changing field names

    Mago comes with many of the most commonly used fields already built in, but you can edit the fields in your records, and even add new ones using the system field editor. Click on the profile menu a...

  • Sara created an article,

    A quick start guide to migrating from another CRM

    Let's face it.  Migrating to a new platform is hard.  It's a daunting prospect and is virtually guaranteed to cause you a headache or two.  To compound matters, it is rather unfairly positioned rig...

  • Sara created an article,

    Using the advanced search tool

    The advanced search tool is a useful way to filter your contacts by criteria you specify.  The most common use is to apply tags, but you can also use it to add a lead source, or remove several con...

  • Sara created an article,

    Getting started with email blasts

    The process of sending an email blast is pretty straightforward.  You'll be surprised at how easy it is to share content with selected groups of contacts with just a few clicks. Step 1.  Decide wh...