Groups
Getting Started: Use Different Branded Email Templates for Different Groups of Users
With 4 quick steps, you can be up and running with Black Pearl Mail. These steps are ideal for a company that needs different groups of users to have different branded emails. Step 1 - Create Templates Go to the Templates tab in the top navigation. ...
Users in more than one group - Carousel (Rotating Banners)
When a single or group of users are assigned to more than one group, their email signatures will be randomly selected between the templates assigned to those groups. Example: The screenshot below details that Kelly Kapoor has been assigned to 3 ...
Remove/replace Company information from a Signature by using Group information
Groups are created to isolate specific users to use a specific template/ tagging or have certain information populate within the template. Customers may not want specific information in reply/fwd email. In this case, a customer wanted to remove the ...
Removing/Replacing the Organization Name in a Signature
Your Organization Name is a required field in the Black Pearl Mail system and is displayed in a User's signature by default. Customers may choose to have their Organization Name replaced or not displayed in the signature. Note: There is a data ...
Unable to add new Group
The ability to add new Groups is only available after your email platform is connected to the Black Pearl Mail app. Once connected, you will see "Add Group" on the Group page. You can tell that you are connected as you will NOT see "Set up trial" in ...
Using Tags within Groups
Tags are a feature that allows a user(s) to have a secondary signature template appear in place of their primary template. By creating a new Group with a Tag, the associated users would be able to replace their primary template with one that's been ...
Editing a Group: Remove users
Open the group that you wish to remove users from. To the far right of the users list you will see a “Remove from Group” button. Click the button and the user will be removed from the group.
Editing a Group: Add users
1. Start by selecting the desired group from the list of created Groups. 2. Once you have selected the Group you're looking to add new users to, you will notice an “Add Users” button on the lower right below the listed domain names. 3. When you click ...
Editing a Group: Modify Group Information
On the group's page, there is a button called “Modify Group Information” just below the group name. From the "Modify Group Information" dashboard, you will be able to enter data-specific information for a user or group of users. You can replace the ...
Editing a Group: Domains
Domains are shown in the Group in a list just below the Template Rules section. On the right hand side, you can mark whether or not a domain is used in the group If unchecked, this means that the template applied in this group will not be applied to ...
Editing a Group: Template Rules
The template rules section of the groups is shown below There are three options; 1. This option allows you to choose the template for all new emails of members of this group 2. This option allows you to choose all the reply templates for all reply ...
Adding a New Group
First, log in to the Black Pearl Mail App: Logging in Once logged in, navigate to the “Groups” icon in the top navigation bar. On the left-hand navigation, click the “Add New Group” button A dialogue box will open with the below information. You will ...
Default Groups: Search
First, login to the Black Pearl Mail App: Logging in Once logged in, navigate to the “Groups” icon in the top navigation bar You will now be presented with the Default Group screen, about half way down you will notice some search features The search ...
How to Assign New Email & Reply/Forward Templates
First, log into the Black Pearl Mail App: Logging in Once logged in, navigate to the “Groups” icon in the top navigation bar You will now be presented with the below screen To choose the default template for new and reply emails you simply click on ...
Default Group Explained
The Default group is the first group that is created when you sign up for the Black Pearl Mail service. It allows you to choose the default template and reply template for the company. All Users are assigned to the Default Group. It allows you to ...
Groups Tab Overview
The Groups Tab is where you can associate specific users or groups of users to a Template. The Default group is the first group that is created when you sign up for Black Pearl Mail. This group allows you to choose the default template and reply ...