How to Reactivate Bulk Emails in CRM

Overview:

This article provides the step-by-step process on how to reactivate bulk emails in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In Xvantage CRM, navigate to Bulk Emails under the Extensions section in the sidebar menu.

6. By default, you will be in the Active Bulk Emails view.

7. Click on Active Bulk Emails in the top section and select Inactive Bulk Emails from the dropdown menu.

8. Locate the bulk email you wish to reactivate by using Filter By or the Quick Find icon.

9. Once located, tick the checkbox next to the name of the email and select the Activate button in the command bar.

10. A confirmation pop-up will appear, prompting you to update the Status Reason. Choose either Pending or Error based on the status.

11. Click Activate to confirm. The bulk email will then be moved back to the Active Bulk Emails view.