How do I send an email from the platform?

How do I send an email from the platform?

From the platform we can send emails to our clients manually, an option we refer to in this article, or automatically (linking them to some point in the flow or Customer Journey) by previously creating email templates.

Where can I find this option? → User Settings → Email Creation

Remember that this option will only be available if you have enabled the permissions : Emails Send emails


In the menu on the right, at the top, we have the email templates that we have already created from the "Email templates" section. We can use any of these templates as the basis for our email and modify everything we want from the body section of the email.

We can use the email templates already created by us within the system or create the email from scratch.

Next, we need to enter different data:
  1. Account sending the email: in this drop-down menu, the accounts linked to the SMTP credentials that we have previously created will appear.
  2. Recipient: enter the email of the person(s) who should receive the email.
  3. Copy: In this field we can enter people to whom we want the email to reach but who are not the main recipients.
  4. Blind carbon copy: in this field we can enter secondary emails that will receive the email and remain hidden from the rest of the recipients.
  5. Email Title: This is the subject of the email; it summarizes the content of our email.
  6. Attach documents : In "Drag documents here" we can attach a document to the email we want to send.
Another option to access this manual sending of emails is from the "Attachments" tab of a specific Opportunity. There we can select a document and, if we have the permissions mentioned above, the "Send email" option will be enabled, which when clicked will redirect you to "Email creation" and the document selected in the Opportunity will remain as an attachment to said email.

Finally, we have the option of attaching files to our emails. It should be noted that the attached document in this case is a fixed document, not a report that will be generated with variables and data specific to the opportunity/client.  
Just below the section for attaching documents, we see the option to attach company documents. This will allow us to send documents saved on the platform. We just have to press the “Company” button and choose the document we want to send.  

Whether using a configured template or creating an email from scratch, we will find many aspects that will help us design and define the content of our email through a series of buttons that we find below, next to the body of the email.
From here, we can give the email structure and design. We can add columns, buttons, dividing lines, headers, images, a menu with different styles, as well as text. In addition, we can also use Artificial Intelligence to generate and/or adapt text and images according to the needs we set.  

We can modify its structure from the right side, where we find the content, blocks, body and images buttons. We can move all the elements to our liking to the central area of the page, to give it the desired design.

Since they are completely customizable, it is advisable to spend some time creating this part of the emails in order to accurately convey the information we want as well as reflect our brand image and corporate values.

Within the central editing area, at the bottom, we have a desktop and mobile view available to ensure that the content is in line with our needs on both screens. We can also preview the content with the eye-shaped button.




Related articles:
  1. Configure SMTP credentials.

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