Getting started communicating with clients
Learn how to get started with client communications in Tamarac CRM and Reporting.
Options for client communication
Learn more about when to send client communications using Tamarac CRM versus Tamarac Reporting, and key factors to consider when choosing the right path.
Best practices for creating appointments
Learn more about recommended best practices for creating and managing appointments so you can get the most value from your client interactions.
Create a marketing list with contacts
Learn more about creating marketing lists from CRM contacts to use with Quick Campaigns or to sync with Mailchimp.
Identify recipients with Marketing Lists
Learn more about using marketing lists to determine which clients receive specific communications.
Learn more about sending direct emails from Tamarac CRM, including using email templates and dynamic fields to personalize messages.
Learn more about creating and managing email templates to save content and formatting for Direct Emails and Quick Campaigns.
Automatically update addresses with Snowbird
Learn more about using Snowbird to automatically update client mailing addresses for a specified period.
Communicating with clients: frequently asked questions
Learn more about common questions and answers related to client communications in Tamarac.