How do I send a one-off email to contacts?
1. Click on Campaigns > Email > Email Sends. Once the page has loaded, select "Compose"
If you are a Corporate User in the Channel or Enterprise program, you can further select, “Contacts” to send an email to leads, or “Users” to send an email to Partner Users in your portal.
Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.2. Select an Email Template or Wireframe you’d like to edit for sending or click on the 'next' arrow without selecting any options to start from a blank email.
Select Template Options:
A. Use Template / My Favorites / Wireframes - View all templates, all favorited wireframes and templates, or all wireframes
B. Templates / Bookmarked - “Bookmarked” allows you to quickly access your bookmarked and favorited templates
C. Select Template/Wireframe
3. Edit your email under the Email Editor step before sending. This is a great place for quick edits to your email about to be sent out, but will not change the original template. Click “Next” when ready.
A new “Send Test Email” folder has been created on the Communicate> Email page. Any email you test by clicking on the “Test” icon on the email editor page will be displayed under the “Sent Test Email” folder once the email is sent.
To learn more about editing emails, read, “How can I edit an email?”
4. Under Send Email, edit your Subject line, pick your recipients, whom you would like the email to come from, and whom you’d like to receive replies to, and then click "Finish".
Send Email Options:
A) From: Who the email should appear to be coming from
-“From” and “Reply-To” can be different Users
B) To: Who the email should be going to
-Type in Users’ names, or email addresses, then select from the drop-down to add
-Type in names of different Lists to bring them up for selection
-You can combine individual email addresses and list(s) for sending
C) Reply to: Who should receive the email replies
D) Subject: Type in the subject of the email
E) When: Schedule to send later, Now to send the email immediately upon finish, or Draft to complete editing later
- You can view drafts later by navigating back to the same area under Communicate and selecting the “Draft” tab in the top right-hand corner
F) Schedule Resend: If there's a need to resend this email to the users, we can arrange for a resend using this option.
G) Finish: Click Finish to schedule, send now, or save as draft, depending on 'E' selection
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