Sending Individual Emails

Created by Christi Norfleet, Modified on Wed, 1 Feb, 2023 at 10:39 AM by Christi Norfleet

Adding Email Information

Before you can send an email, you will need to add the proper information in the input areas including:

From Name
From Email Address
Email Subject
Email Message

Type your messages here

Add Email Subject

Add From Email

Add Name

Add Custom Values to Emails

You can add a variety of custom values to your emails in order to customize them using the exact information that a specific customer previously entered in a form, survey, or appointment calendar.

Add Trigger Links to Emails

You can also add trigger links to track customer interaction when they click on links inside your emails.

Adding Files to Emails

You can add files and images to emails by clicking this button and selecting the files from your computer.

Using Email Templates

Email templates can be made in your CRM to cut down on response times. Templates are usually best for communication that's common or frequently asked questions.

Request Payment via Email

You can now request payments from your customers or leads right from the conversations section of your CRM! Simply click this button and fill out the information in the pop-up to request payments!

Collapse Message Box

If you'd like to collapse this message box, you can simply click this icon.

Clear Text Box

To clear the text box and start over with a blank slate, simply click this button.

Send Email

Send Now

You can decide to send your message immediately by clicking on Send Now button.

Scheduling Messages

You can also decide to schedule your message by clicking on the Timer icon beside the Send button. Once you click on the button, the schedule slot pops up where you can input the;

Date: The date you will like to send the message.

Time: Select the time you prefer.

Time zone: Input the time zone. You can either use the recommended time zones (your account or system timezone) or choose from the rest of the list.

Click on the Schedule Button then click on Send Later to save it!

Cancel Scheduled Message

If you haven't clicked on the send Later button and you want to delete the scheduled message simply click on the Edit icon that shows when you save the scheduled message, then click on the Remove Message button.

If you already clicked the Send Later and you want to delete it, click on the 3 menu dots beside the message thread, this will pop up the message details. Click on the Cancel Send button, it will ask you to confirm the delete. Make sure to cancel before the scheduled date.

Was this article helpful?