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,
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 create 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...
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Katherine Mays commented,
Hi Julia Wester! Lead distribution rules are applied to leads in any pipeline other than the default pipeline (since leads that don't meet the distribution rules on other pipelines automatically en...
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Katherine Mays created an article,
Include downloadable attachments in marketing messages
With Nutshell email marketing outreach, you can upload files and send them to your audiences. There isn't a way to directly attach a PDF like a regular file attachment (this is a good thing–they c...
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Katherine Mays created an article,
Welcome to Nutshell Marketing
Send beautifully designed email marketing messages to thousands of contacts at once using Nutshell. Unite your email marketing and sales efforts in Nutshell to unleash the power of growth software....