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How to send an email
To send an email to a client, start by ensuring that you have the relevant conversation open. Then, find and click the Email button located in the lower left corner of the conversation window. This action will bring up a message box, enabling you to compose and send your email within the ongoing conversation context, ensuring organized and easily navigable communication with the client.
Adding Email Information
Before sending your email, it is crucial to provide accurate details in the designated input fields to ensure clear and effective communication. These fields include:
Including Custom Values in Emails
You can personalize your emails by incorporating custom values based on information gathered from forms, surveys, and appointment calendars. To add a custom value to your email, click the + icon at the bottom of the message box.
Upon clicking the icon, you'll see various custom values that you can include in your email message. Simply select the custom value you want to add, and the custom value key will appear in the email.
When you send the email, the custom value will populate with the relevant information associated with that custom value key you added. If there's no information linked to the custom value key, it means the value is empty within your CRM. You can configure your own custom values by visiting the CRM's Settings section and clicking on Custom Values.
For more information about custom values, refer to this link: Custom Values.
Including Links in Emails
To include links in your emails, click on the link icon at the bottom of the message box, as illustrated below. A popup will appear, allowing you to paste the link URL and select an action from the dropdown menu to either open the link in the same browser tab or in a new tab.
Adding Files to Emails
To attach files and images to your email, click on the paperclip icon at the bottom of the message box. Clicking the icon will bring up your computer's file explorer app. Simply choose the file(s) you want to attach and follow the on-screen prompts.
Using Email Templates
If you wish to use an email template already set up in your CRM, click on the paper icon at the bottom of the message box. After clicking the button, a popup will appear, allowing you to select the desired template from the dropdown menu. Click the "Use Template" button to have the template populate in your message box.
Requesting Payment via Email
To request payments from customers via email, select the money icon at the bottom of the message box. Clicking on the icon will open a popup where you can input the details of your payment request. After filling in all the payment request details, click the green "Copy link and mark as sent" button.
Collapsing the Message Box
You can collapse the message box by clicking on the four-corner icon located on the far right above the message box. Note that clicking this button will clear any filled-in message, so ensure that you have either sent your message or the message remains blank.
Clearing the Text Box
If you want to erase your message and start over, simply click the Clear button at the bottom right of your message box. Confirm your action before clicking the button, as this action cannot be undone.
Sending the Email
Send Now
If you prefer to send your message immediately, click the Send Now button. This option allows you to transmit the email instantly to your recipient, ensuring timely delivery for their prompt action.
Scheduling Messages
Alternatively, you can choose to schedule your message for a later time by clicking the Timer icon next to the Send button. Upon selecting this option, a scheduling window will appear, where you can specify:
Once you've set these details, click the Schedule button and then Send Later to save your preferences.
Canceling Scheduled Messages
If you haven't clicked the Send Later button and wish to delete a scheduled message, click on the Edit icon that appears after saving the scheduled message. Then, select the Remove Message button to delete it.
However, if you've already clicked Send Later and want to cancel the scheduled message, locate the three-dot menu next to the message thread. Clicking this menu will display the message details. To cancel the scheduled send, click on the Cancel Send button and confirm the deletion. Ensure you cancel the scheduled message before its intended send date to prevent delivery, allowing better control over your email communications for necessary adjustments.
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