Mail Merge Profile

Complete the Mail Merge Profile with your contact information. This information will be used when sending emails (it becomes the from address) and can also be merged into the email messages. You can also use this information when merging letters.


Email Configuration

Add your email address that you will want your emails to come from. Once saved, you will verify the email by clicking the Send Verification Email. Learn more about this here: https://help.allclients.com/article/290-verify-your-email-address-to-send-email


Email Sending Domain

Your email sending domain allows you to send emails from your own domain through our servers. Learn more about this here: https://help.allclients.com/article/409-setting-up-an-email-sending-domain


Profile for Merging Into Emails and Letters

This information can be added to Emails and Letters. It will also be automatically included in the footer of all emails sent through the system for spam law compliance.


Newsletter Settings

This information is used to merge with our email newsletter template. When you use our template, the Newsletter Title and Fee Text/About you get added to the newsletter. Free Text/About you is a place you can add things like your license information, your tag line or anything else you want to include about yourself.