Navigation: Contacts Record
Occasionally, you may wish to email an individual contact – follow the steps below to learn how:
Send an Email
Step 1: Once in the contact’s record, hover over ‘Actions’ and click ‘Send email’.
Step 2: You will then be taken to the email creation page. From here, you can write and fully customise your email as well as load a previously created email template if you wish.
Step 3: Once you are happy with the email you have created or loaded from a template, hover over ‘Sending options’ and click ‘Send or Schedule’.
Step 4: A pop-up will then appear asking you two questions:
Send email: Here, you can select whether the email will be sent once or on a recurring basis. If you opt to send it recurrently, you will then be asked how frequently it should be sent – Weekly, Monthly, Bi-Annually or Annually.
Send: Here, you can choose whether to send the email ‘Now’ or ‘Schedule for the future’. If you choose to ‘Schedule for the future’ you will be able to select which day and at what time you would like it to be sent.
Step 5: When you are happy with the settings you have selected, click ‘Finish’.
Step 6: A pop-up will then appear saying ‘Your email will be sent now’ – click ‘OK’.
Once you have completed the above steps you will have successfully sent an email to a contact from within their contact record.