Kolleno

Send SMS, emails, or make phone calls directly from Kolleno.

Sending Communications

How to respond to automated attendants while making a call on the platform

Phone calls and the automated attendants

Several different automatic prompts can be input to bring data directly from the system to save you from having to manually insert the data.

Using Smart Fields in written communication

I cannot see any spell check tool on the platform

Spell check

SMS Failed to send

Email failed to send

Check if a phone number is valid, mobile, landline, or VoIP in Kolleno.

How to Verify a Phone Number in Kolleno

This article will go through how to forward emails from your old email address to the new email address you have connected to Kolleno

What to do when I change email addresses in my Kolleno system?

Disconnect your email account from Kolleno in just a few simple steps.

Disconnecting Your Email Account

Troubleshoot phone call issues: check browser audio settings

This article will take you through how to edit the HTML for buttons in Kolleno

How to Edit The Rich Text Editor

Retrieve and manually attach ERP files from storage when sending an email to a customer.

Attaching ERP Files to Customer Emails

Kolleno Support

Instructions on how to initiate communication and the different communication types available on the platform 

Communication

Overview of the Kolleno Rich Text Editor’s purpose, features, and where it’s used in the platform.

Introduction to the Kolleno Rich Text Editor

A quick overview on what a Rich Text Editor is and how it can enhance your text based content experience.

What is a Rich Text Editor?

Take a closer look at the Rich Text Editor used within Kolleno

Kolleno Rich Text Editor

How to format text within the Kolleno Rich Text Editor

Format Text - Kolleno RTE

How to add a hyperlink to your content within the Kolleno Rich Text Editor

Insert Link - Kolleno RTE

How in insert and add files to your message in Kolleno Rich Text Editor

Adding files and images - Kolleno RTE

A closer look at how you can leverage Smart Fields to insert user specific information easily.

Smart Fields - Kolleno RTE

How to import custom HTML into the Kolleno RTE

Custom HTML - Kolleno RTE

Methods for bypassing certain styling rules and safeguards imposed by the Kolleno RTE

Advanced use cases - Kolleno RTE

Learn how to efficiently copy/paste your data from Excel into Kolleno.

Kolleno Rich Text Editor: Excel table support

Personalize emails with custom smart fields tailored to your business.

Using Custom Smart Fields

Format and style text using the Kolleno RTE’s toolbar and shortcuts.

Formatting Text in the Kolleno Rich Text Editor

Unlock the power of the Kolleno Rich Text Editor for richer content.

Rich Text Editor

Unassigned communications how to view, assign, or remove them as needed.

Managing Unassigned Communications

Assign an unassigned communication to a customer timeline for better tracking and organization.

How to Assign Communications

Easily bulk delete all unassigned communications at once using the Delete All button.

How to Delete All Unassigned Communications

Can I retrieve deleted unassigned communications?

Get the original email file received in unassigned communications.

Download Unassigned Email

Unassigned communications

Website

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