Daylite ProductivityTools E-Mail-Vorlagen

Daylite ProductivityTools - Email Templates

It’s 3:30 PM. You’re sitting at your desk staring at another blank email window. The cursor blinking at you, taunting you to write words with every pulse. A sense of deja vu comes over you as you start writing yet another follow up email to a prospect. Your thoughts wander as you try to figure out whether you’re feeling like you need more coffee or have had way too much already.

These days we all send emails that are very similar to one another, if not pretty close to identical. “Just following up” or “I wanted to confirm our meeting” or “Here’s that proposal I promised you” or whatever phrase you repetitively type, is probably very ingrained in your muscle memory by now.

We love Daylite’s letter templates, but wanted to take this feature even further with the goal of helping you to automate these repetitive emails but still give you the control you need to add personalized elements into them, to keep your customers feeling like the special snowflakes they are.

With the latest version of ProductivityTools, we’ve created a new way to create these email templates and added the ability to create separate templates for appointment invitations, updates and cancellations.

 

Template all the things

With a completely new user interface, finding and adding the right placeholders into your messages is much easier. We’ve also added many more options to create emails that give relevant details, such as fields from Projects, Opportunities or Form entries. For example, all people linked to a project or the details field of that project or what pipeline stage an opportunity is currently in.

If you’re already a heavy user of the current letter template feature in Daylite, then you’ll love two features we’ve added:
For each template, you can add a description that appears when you select the template. This allows your colleagues to see at a glance for what purpose a particular template should be used.

And if you have templates that individual users don’t need, they can be deselected by each Daylite user so they only see the templates that are needed.

We have also given you a lot more control to make sure you’re sending the right message before it’s sent. You’ll see that description, select which language to use, choose which email address to send to or remove recipients before sending.

Setting Appointments

A big category of emails these days are those that go back and forth to figure out when a meeting should occur. Inviting colleagues to internal meetings, especially if they are Daylite users is easy. But when it comes time to send meeting invites to clients or suppliers, the world of emailing ICS files around can get a bit messy sometimes. The built in feature for this works, but sometimes you’d like a bit more control over what exactly is sent to your valued clients.

Maybe they have more than one email address? Or are in a different time zone? Perhaps after you’ve sent that initial invitation, you decide to change the meeting time or location? Or have you ever had that moment of panic when you delete an appointment and you’re not sure what kind of inappropriately robotic cancellation email has been sent off in the background?

So, instead of using your computer to help save you time, you type up an email manually with a bit more tact so that your client doesn’t misunderstand the reason for that cancelled appointment.

And for invitation updates there’s a handy placeholder for time and location which will show both the old time and the new time or location.
We also support templates in multiple languages and the various date and time formats for different regions. You can control if you want to send your recipient an .ics file to add the meeting to their calendar and optionally embed the appointment details from Daylite into this attachment so your client could see the agenda you’ve crafted in Daylite.

And if you already use the Zoom Integration included in ProductivityTools, you can also add placeholders for your Zoom meetings to your templates, so they receive the meeting URL and details all in one email.

Get Productive

We strive for continual improvement for all of our plugins so as subscriber to ProductivityTools, these new features are now available to you free of charge.

ProductivityTools adds more than 15 features to Daylite, so start your free 30 day trial today to see how it can help make your days more productive.

All features at a glance:

Calendar Exporter – publish selected appointments as subscribable iCal compatible files
• Daylite Automator – simplify your workflows with one click
• CalendarAssistant – manage other Daylite users’s appointments
Email-Templates – create individual templates for appointment invitations and emails via drag & drop

Integrations of external services:
Zoom – create a zoom meeting from a Daylite appointment with a single click
Acuity – Online scheduling integration for Daylite

Extend right mouse button:
Send Daylite tasks and appointments to non-Daylite users via email
Set due date and estimated duration for any number of tasks and projects
Display the estimated total duration of several selected tasks or projects
Turn tasks into appointments
Duplicate appointments including invited people and linked objects
• Create tasks and sales opportunities for multiple objects simultaneously
Turn notes into tasks
• Number tasks and subtasks
Batch process multiple forms at once
Copy formatted tables from Daylite to the clipboard
Delegate (multiple) tasks, appointments, projects and opportunities to people or teams

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

 

Daylite CRM Slack Integration - Marketing&Chat

The latest addition to the iOSXpert plugin family is Daylite Slack Integration. Slack is a hub for your internal communication, making it easier and more efficient. We have integrated Slack as a new feature into our EmailMarketing plugin. Because of this addition, EmailMarketing expands from managing external communication to also include internal communication, we are changing the name of the plugin from EmailMarketing to Marketing&Chat.

When we started looking for a chat tool to collect and streamline all internal communication, including informal “water cooler” conversations, it didn’t take long for us to find Slack.

Every iOSXpert has access to Slack and can chat directly with every colleague 1:1 about the details for projects or background information about customers. In addition, we have what are called “channels” for certain topics, such as customer feedback, new releases or Beta tests. Every employee can join these channels, monitor communication and actively participate. Documents, images or video can also be shared via Slack.

When we start beta tests of new features or integrations, we also invite our customers to a beta slack channel. With Slack, we get direct feedback from our customers or answer their questions much quicker, without long confusing email chains. The complete history of a Slack chat is also visible to people who have jumped into the middle of a project and is fully searchable. If you want to communicate even more directly, you can also use Slack to make audio or video calls or screenshare for presentations.

Slack impressed us so much that we integrated Slack into Daylite. This means that the chats can be accessed in Slack on Mac, iOS, Android or Web, but you can also create a new Slack channel associated with a project, person, company or sales opportunity in a new widget view in Daylite and invite your colleagues or customers to join you. With the Slack integration we receive notifications about new chats directly in the macOS notification center. Or see badges in the Daylite sidebar when there is something new in Slack. Everyone can follow the conversation, actively participate and ensure that everyone on the team has the same information.

🎬 How do I set up Daylite Slack Integration?

The Slack chat is displayed on the linked Daylite record the new widget view, below the activity feed giving you quick access to the discussions around your project.

Chatting with Slack saves a lot of time, but it’s also super fun! Does email have a quick shortcut to insert an animated GIF? We think not.

And the free version of Slack is quite useable for smaller teams, maintaining a history of up to 10,000 messages supports 1:1 video conferencing. For the Daylite integration every user needs the Marketing&Chat plugin.

The features at a glance:

– Complete integration of the Slack user interface in Daylite.
– Quickly create Slack channels linked to people, companies, opportunities, and projects via the widget view.
– Receive push notifications for new Daylite chats on your Mac or via Slack app for iPhone or Android.
– A link to the Daylite record is stored in the Slack channel as a pinned message.
– Includes support for multiple Slack workspaces in Daylite.
– Slack runs on any OS.

All Marketing&Chat Features >>

You don’t have Marketing&Chat yet? For less than you’d expect you can add MailChimp & Slack integration to your Daylite.

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

The GDPR has stirred up a lot of dust and has not left us alone either. We were particularly concerned about how we can support you as a Daylite user in fulfilling your duties to disclose information to your customers. What exactly can you do within Daylite if one of your customers requests information about stored data or even asks you to delete it?

We found the solution in the iOSXpert PluginCenter: The iOSXpert PluginCenter is installed once and brings you besides reports and print layouts numerous additional functions of the iOSXpert Plugins.

That’s where we have integrated 2 new free functions: With one click you can either export or delete a data record GDPR-compliant. The iO Business Talk video shows you how easy it is to use the new features:

 

 

And the third new function? We called it ImportAssistant because that’s exactly what it does: This function helps you to transfer addresses of a person or a company into Daylite with a single click. This sounds dry, but you will save a lot of time in your daily routine. Imagine you receive an e-mail from a prospective customer. Previously, you entered the address data item by item by yourself.
With the ImportAssistant you simply select the e-mail signature. The data of the prospect is automatically transferred to Daylite as a new person or new company. Learn more in this video:

 

Interested? Test the iOSXpert PluginCenter for free:

Download PluginCenter
How do I install the iOSXpert PluginCenter?

Customer appointments are crucial for your business success. Does it sound familiar to you: You send e-mails back and forth or make several phone calls to find a suitable date. This costs a lot of time that you could use more profitable for your business.

Have you ever dreamed that your appointments were arranged automatically? Acuity Scheduling is one of the most professional appointment scheduling software solutions, easy to use and perfect for self-employed, small and medium-sized businesses that make many appointments with customers every day.

We know what we’re talking about because we’ve been using Acuity successfully for several months. Since we started working with Acuity, we have saved around 3,000 minutes – or 50 working hours – on more than 300 appointments. Our available times are synchronized with the Daylite calendar, so that our customers can schedule their appointments themselves, even outside business hours. As we work with companies worldwide, we are excited that it is also possible to set up different time zones and adapt the language.

We have integrated Acuity Scheduling into the Daylite ProductivityTools extension. Existing ProductivityTools customers will receive this new feature free of charge. Your customers can see your available times online around the clock and can make an appointment with a single mouse click. After the appointment booking, your customer automatically receives a customized confirmation e-mail with all relevant information. If customers want to reschedule or cancel an appointment, they can also do this on their own. If the dates are subject to a fee, they even can pay online. You save valuable time, keep your head clear and grow your business – and thus gain a professional advantage!

Be one of the first to test the new beta version of Acuity integration. Apply here by e-mail:

We have already gained quite a bit of experience. Our consulting team will be happy to help you with the installation. Talk to us and make an Acuity appointment with us!

You don’t have ProductivityTools yet? Try ProductivityTools 30 days for free. For less than you’d expect you can add more than 20 functions to your Daylite.

We are here to help!
Any questions? Contact our team or visit our HelpCenter.

The Daylite extension ProductivityTools is the Swiss army knife among the plugins: A collection of many powerful functions that make working with Daylite even easier. The latest feature makes the tool even sharper: Daylite is now compatible with Zoom. Online meetings become as easy as making appointments.

Zoom is one of the leading software solutions for online meetings and webinars – ideal for conferences, training or presentations with up to 100 participants – with video, audio and screen sharing as well as apps for Mac, Windows and iOS devices.

The ProductivityTools extend Daylite with the possibility to create a new Zoom meeting directly in the appointment window with a single click. Invited persons automatically receive an e-mail with the dial-in data directly from Daylite.

With Zoom Meetings you save yourself time-consuming trips to business appointments, keep your employees up to date in the home office or can win new customers with online demos.

You don’t have ProductivityTools yet? For less than you’d expect you can add more than 20 functions to your Daylite.

Take part in our free webcast and get to know ProductivityTools.

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

Fone&Text, the Daylite extension for integrated telephony, is now enriched by an interface: Bria, one of the world’s leading VoIP softphones, is now compatible with Fone&Text.

Boost your productivity with Fone&Text and bring more insight into your complete customer communication. Initiate outbound calls with Bria with a single click directly from Daylite and automatically display the matching Daylite contact with all the details for incoming calls. Log the call and link it to the Daylite contact. The information is stored as an appointment, task or note or delegated to a colleague as a callback request. No relevant information will get lost. If the caller does not yet exist in your Daylite database, create it directly from the Fone&Text caller window as a new person or company. The phone number is automatically stored in the newly created contact. Generate meaningful reports with Daylite based on the data collected with Fone&Text, who has been on the phone for how long, who has been reached – who hasn’t?

With the compatibility of Fone&Text with Bria, the leading VoIP softphone on the North American market, we have closed a significant gap. Bria is the flagship product of the Canadian manufacturer CounterPath. Because Bria is based on SIP and Open Standards, it is compatible with the most common devices.

Take part in our free webcast and get to know Fone&Text.


Test Fone&Text for 30 days free of charge

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

 

We would like to thank you for the excellent cooperation.

This year in particular, in view of the crises in the world, we have become aware of how well we are doing. That’s why we decided not to send out Christmas cards this year. Instead, we would like to donate an amount of money to the distressed children in Sudan who are innocently exposed to hunger, war or displacement. We hope that this decision is also in your interest.

Here you can find out about the Unicef project and even pay €35, to ensure to feed a child for one month.

We wish you, your family and your team a wonderful Christmas together with people who are close to your heart.

Your iOSXperts

Christmas opening hours

Do you still need an invoice in 2017? You can reach us before Christmas until December 22, 2017. For emergencies and last minute orders, we are available from December 27 to December 29, 2017.

In the New Year we will be there for you as of January 2, 2018 during our usual business hours.

Seasons Greetings with Daylite

Christmas mailing comes but once a year.

Have you already made up your mind how your annual Christmas greetings shall look like?
Take advantage of our online training at a special rate:

2 hour training course including letter and email templates for just $99*

You’ll not just learn how to master your Christmas mailings but also receive free letter and email templates.

Free Christmas address labels

Weihnachtsgrüße mit Daylite

 

You would like to send a Christmas card to your customers by mail?

Use our Christmas templates, learn how to customize them and impress your customers. The online training includes free Christmas themed address label print layouts.

 

Apple Mail Templates

Weihnachtsgrüße mit Daylite - Apple Mail Vorlagen

 

You prefer to send your season’s greetings electronically?

Create free Christmas themed email templates for Apple Mail or MailChimp with us. Facilitate your Christmas mailings with Daylite templates.

Web&Map - Freie Umkreissuche

Web&Map now integrates Apple Maps and offers you up to 15 new features for subscribers.

Our free update now offers you:

3D view and gesture control
Free vicinity search
Editable detail views of the objects
Filter criterion ‘Geocoded for Web&Map’
Geocoding error groups
Geo browser history
Maps in the Daylite sidebar

Subscribers benefit from further awesome features:

Directions with Apple Maps
Free map mode
Save the map as an image
Improved plotting of customer maps
Color-coded pins
Background geocoding
Slide-over in map view
Contextual menus for search results in map view

P.S.: Trade in your purchased Web&Map version for the subscriber version and be the first to benefit from the new features.

CRM- & Projektmanagement mit Daylite auf Apple Mac, iPhone & iPad

What is it, what an insurance agency, a interior studio and two wedding photographers have in common?

All of them are using Daylite to simplify their daily workflow.
Our customers told us in front of the camera why they use it.

On of the reasons they use Daylite: It interacts seamless with the native apps on Apple devices.

You also want to organize your business with the CRM and project management tool Daylite?
Feel free to contact us!