To send an email from your CRM, click on the Quick Email icon next to any email field:
An email edit window will pop-up, as shown in this image:
The Contact Email field will be automatically filled in with the recipient's email address, and you can also select a different sender address if needed using the Sender Email drop-down menu.
Next, select an email template using the Template drop-down menu. After you've selected your template, the subject line, the preview text, and the message text will be automatically filled in.
For more information on setting up your email templates please see our article on Adding/Editing Email Templates.
The Preview Text (or the email preheader) is a short summary text that follows the subject line when an email is viewed in the inbox prior to opening:
As you are entering your template's subject and the preview text, an automatic preview of the text (as it will appear in the recipient's inbox) will be shown just below the two fields:
Note that the preview text is limited to a maximum of 150 characters. By using a custom and targeted preview text you can improve your email open rates.
If a preview text has not been entered, then the recipient's email view will show the initial part of the email message in the pre-header area.
Next, if you need to edit your email click on the Edit button and your email will open up in edit mode:
If you have a headset, you can also speak instead of typing your email.
More info: Using Speech Recognition
After you're finished editing your email, click Done and the changes will be saved.
To send the email click Send Email. A confirmation message will appear indicating the email was sent successfully:
Once the email has been sent, a new note will be automatically added to your lead form showing the details of your message:
To view the sent email click on the green envelope icon on the note.
Quick Email Icon
The Quick Email icon will appear on your lead form next to any text field that has been configured as a Quick Email field. To see how to create a Quick Email field please see our article on Adding & Editing Lead Fields.
The Quick Email icon may also appear next to your email fields on the Merchant Details page, on the Profile tab (if you linked your lead to a merchant account).
In this case, you can also send your emails from the Merchant Details page and the email note will be attached to the lead normally.
If your email address does not appear in the Sender Email drop-down menu, but you wish to send an email using your own email address, then you will need to add your address as an additional email address in your user settings.
Go to Manage > User Accounts, find your user account and open it. In your user settings click on the Manage Additional Emails button, type your email address and click Add:
Your additional email address will now be saved and it will appear in the email edit window the next time you send an email:
Your CRM also provides you with the ability to write your emails and send them out later on automatically using a schedule that you choose.
For more information on the email scheduling feature please see our article on Email Scheduling.