Send Quick One-To-One Emails

1. Feature Overview

Send one-to-one emails to your leads. You can send emails immediately or schedule them to be sent at a later time. You can also send emails to leads on behalf of their lead owners. Admins can –

• Restrict permissions for these features from the Email Settings page.
• Configure email settings for other users. To know more, see Email Settings – Feature Guide.

2. Prerequisite

You must have permissions enabled to send emails to leads.

3. Send One-to-One Emails to Leads

3.1 From Manage Leads Page

1. Navigate to Leads>Manage Leads.
2. Alongside the relevant lead, click .
3. Once you’re done drafting the email –
   • If you need to send the email immediately, click Send Now.

You can also select multiple leads and send them an email.

3.2 From Lead Details Page

1. Navigate to Leads>Manage Leads.
2. Click the name of the relevant lead to view the lead’s details.
3. Click Email.
4. From the dropdown box, select Send Email if you need draft an email to send immediately.
5. Once you’re done drafting the email –

• If you need to send the email immediately, click Send Email.

If you wish to schedule the email delivery for a later time, on the bottom right side, click icon.

You can view and cancel the emails that you have scheduled to send later on the Lead Details page.

1. Click Email.
2. Select View Scheduled Email.
3. You can see the details of the scheduled email on a pop-up.
4. To cancel the email, scroll to the left and click Cancel.

3.3 From Smart Views Page

1. Navigate to Leads>Smart Views.
2. Alongside the relevant lead, click   and then click Send Email.
3. Once you’re done drafting the email –
   • If you need to send the email immediately, click Send Now.
   • If you wish to schedule the email delivery for a later time, on the top left side, click Send. Then, click Schedule for Later.

3.4 Through Automation

1. Navigate to Workflow>Automation and click Create Automation or open an existing automation.
2. Click   and under Messaging, click Send Email.
3. Choose an Email template or design your own email from scratch.
4. Once you’re done, click Save.

3.5 From Manage Lists

1. Navigate to Leads>Manage Lists.
2. Alongside the relevant list, click and then click Send Email.
3. Once you’re done drafting the email –
   • If you need to send the email immediately, click Send Now.
   • If you wish to schedule the email delivery for a later time, on the top left side, click Send. Then, click Schedule for Later.

4. Send Files As Attachments

Previously, files attached to an email would get rendered as a link (not as an email attachment). Now, when sending one-to-one emails to your leads, use the button to attach files to the email (uploaded to the Images and Documents Library or through lead notes).

Once the mail is delivered, you can view the attachment on the Lead Details page, under the Activity History tab.

5. CC/BCC other leads in your email

1. On the email designer, next to the To address, click CC or BCC.
2. Enter the email addresses of the relevant leads on the CC or BCC field.
3. To view the conditions of this feature, click .

Troubleshooting

YouTube Video Preview Glitch in One-to-One Email

• Issue: A YouTube video was added to an email template created using the Visual Designer (Email Campaigns feature). While the video preview appears correct in the test email, it becomes glitched when sending a one-to-one email.
• Cause: The Visual Designer is designed for email campaigns and not for one-to-one emails. When a template created in the Visual Designer is used for a one-to-one email, it opens in the Rich Text Editor, which may alter the formatting and cause display issues with the video preview.
• Solution: To ensure the video preview appears correctly in one-to-one emails, create the template using the HTML Editor or Rich Text Editor, as these are compatible with one-to-one emails.

Any Questions?

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