Katherine Mays
Hi! I'm the manager of Customer Experience at Nutshell. I spend my time thinking about how to make your life easier. In my spare time, I like to take my dog on long walks, cook elaborate vegetarian meals, and practice my dance moves.
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Activity overview
Latest activity by Katherine Mays-
Katherine Mays created an article,
Create a form to add new leads and contacts in Nutshell from your website
Design your own forms in Nutshell to collect new contact information from your website and automatically create new companies, people, and leads in Nutshell. No need to deal with complicated integr...
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Katherine Mays commented,
Jeff Dutton, tags are separate between companies, people, and leads, so if you want a tag on all categories it will need to be created for each. However, say you'd like to filter or report on leads...
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Katherine Mays created an article,
How to see who clicked links in your email marketing messages
Knowing the unique individuals who clicked each link is important for prioritizing your follow-ups and determining who your most engaged contacts are. You can see who clicked links on the Engagem...
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Katherine Mays created an article,
How to create teams in Nutshell
Create teams in Nutshell to organize your reps, restrict data visibility, assign a lead to more than one person at a time, round robin your lead distribution, and establish sales and activity quotas.
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Katherine Mays created an article,
How to automate your email marketing with drip sequences
Automate a series of messages to a target audience based on start triggers, and measure your drip's effectiveness against a goal. Use drip sequences to nurture your leads, onboard new customers, or...
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Katherine Mays commented,
An exciting update for all our customers (Chris Schultz and Bryan Bloom, you'll probably want to know about this)! The ability to CC an email to anyone as well as the ability to reply directly to a...
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Katherine Mays created an article,
Unsubscribing contacts from Nutshell Marketing
Starting up with Nutshell Marketing for the first time, or migrating contacts from an existing email marketing tool? You’ll want to make sure anyone who has previously unsubscribed from your messag...
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Katherine Mays created an article,
How to block certain email addresses from syncing into your Nutshell account
Some emails, such as those from HR, payroll, investors, or company lawyers do not belong in your Nutshell account. Use the global block list to ensure that certain email addresses never sync into y...
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Katherine Mays commented,
Hi Brian Morris! Great question. If you have duplicate tags, you can visit your tags setup page to delete any that you do not wish to keep. While you are deleting a tag, you receive an option to re...
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Katherine Mays created an article,
Email typography: Choosing the right fonts
Typography is one of the many ways that you can make your marketing emails stand out. Make sure that your messages look good in as many inboxes as possible by choosing fonts that work well with mos...