Adaptive AI Email
Email Authentication - DMARC
Starting February 2024, Gmail and Yahoo require DKIM and DMARC authentication for all senders. We strongly recommend setting up both.
Read guideAdaptive AI · By Adaptation Living LLC
Marketing Settings
Configure defaults, tracking, sender details, and connected accounts.
22 guides in this area
Step-by-step library
Guides for Marketing Settings
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Adaptive AI Email
SSL Certificates for Dedicated Adaptive AI Email Domains
SSL certificates (Secure Sockets Layer) ensure that links included in your emails are secure and accessible by encrypting tracking URLs, open URLs, and…
Read guideGeneral
Enhanced Email Verification for Campaigns!
Previously, From email addresses on campaigns were not verified. That oversight made identity spoofing possible and could damage sender reputation.
Read guideGeneral
How to Set Up Click & Open Tracking for Adaptive AI Email
This guide walks you through two configuration steps required to track email engagement from Adaptive AI Email inside your CRM: adding a webhook that…
Read guideSMTP Providers
Limitation of using SMTP when emails are not sending
If you're using an SMTP provider to send emails and they're not delivering most of the time, the reason is usually that the sender email doesn't match the…
Read guideAffiliate Campaigns
Referral Link Click Tracking for Affiliate Campaigns
Affiliate click tracking reports unique referral-link clicks so account owners and affiliates can compare traffic with leads, sales, and commission results.
Read guideAnalytics (Funnels, Websites, & QR Codes)
Analytics for External Tracking
Analytics for External Tracking in Adaptive AI allows you to monitor visitor behavior on externally hosted websites and forms using a centralized analytics…
Read guidePhone numbers
Enhanced Number Pool Management for Visitor Activity Tracking
Take control of your visitor tracking campaigns with Adaptive AI’s enhanced Number Pool Management features.
Read guideSEO
Keyword Research and Rank Tracking in Adaptive AI SEO
Keyword strategy is at the heart of SEO. In this article, we’ll walk through how to use keyword tracking tools effectively.
Read guideSEO
Local SEO: Tracking Local Rankings with Heatmaps
For businesses that rely on local customers - think brick-and-mortar stores or service providers in specific cities – ranking in Google’s local results is…
Read guideCalling
Using Call Connect to Ensure Accurate Call Status Tracking
This article explains how the Call Connect feature ensures your call outcomes—like voicemail, pickup, or missed call—are accurately tracked.
Read guideAuthentication & Security
Spam Filter Blocks - Improve Content and Sender Reputation
Your emails are being blocked or rejected because recipient email servers, ISPs, or spam filters have identified your messages as spam-like, unsolicited, or…
Read guideOpportunities Module Interactions
Add Prospects to a Pipeline from the Prospecting Tool
Prospecting is now more tightly connected to your CRM, making it easier to move from discovery to deal tracking without extra manual steps.
Read guideClient Portal
Branded Mobile App Builder: In-app Form and Customizer
This article provides guided steps for launching branded apps. Key features we have covered in this article are color-coded progress tracking, in-app help…
Read guideBulk Actions
Bulk Actions For Contacts & SmartLists
The Bulk Actions page now uses Adaptive AI’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so…
Read guideFAQs and Common Troubleshooting Steps
How to Improve Funnel & Website Page Speed
Page-speed work should improve the real visitor experience without breaking forms, tracking, layout, or conversion actions.
Read guideManaging Opportunities
Opportunity Forecasting in Adaptive AI
Opportunity Forecasting in Adaptive AI helps teams move beyond simple pipeline tracking and into more accurate revenue planning.
Read guideScheduling Appointments
Payments Tab in Calendars
The Payments tab in Adaptive AI’s appointment modal centralizes payment tracking and collection for any booking.
Read guideMessaging
Shortened URLs and SMS Deliverability
Shortened URLs are often used in SMS campaigns for link tracking (which helps measure the success of text message campaigns) and to save character space.
Read guideSEO
Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO
Site Projects in Adaptive AI SEO are your hub for tracking the health and performance of websites (domains).
Read guideGetting Started with Opportunities
Step-by-Step Guide: Creating Pipelines
Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages.
Read guideMessaging
International SMS Compliance: UK & Turkey Regulations
This article covers two active international SMS compliance regulations that affect senders using the platform's Adaptive AI Phone or Adaptive AI…
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