Send Quick Emails

1. Feature Overview

LeadSquared’s Email feature enables you to send personalized, one-to-one emails to leads directly from multiple touchpoints within the platform or through automation workflows. It supports useful communication capabilities such as attachments, scheduling and CC/BCC recipients.

This feature helps sales and marketing teams engage leads contextually and maintain consistent communication. Admins can control access to email-related capabilities through Email Settings and configure permissions for different users across the account. To learn more, see Email Settings – Feature Guide.

2. Prerequisite

You must have permissions enabled to send emails to leads.

3. How It Works

Users can send emails to leads either manually or through automation:

• One-to-one emails can be sent from various sections like Manage Leads, Lead Details, Smart Views, or Manage Lists. These can be sent instantly or scheduled for later.
• Automated emails can be configured within workflows to trigger based on user-defined conditions.
• Once sent, emails (including attachments) are tracked under the lead’s Activity History for visibility.

3. Send Emails to Leads

Send personalized, one-to-one emails to individual or multiple leads directly from different pages on the platform, such as Manage Leads, Lead Details, Smart Views, and Manage Lists. You can compose, send, or schedule emails based on your business needs, making it easy to engage leads contextually at any stage of the sales process.

3.1 From Manage Leads Page

1. Navigate to Lead Management>Leads.
2. Alongside the relevant lead, click the Send Email icon.
3. Once you’re done drafting the email –
   • If you need to send the email immediately, click Send.
   • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.

To send email to multiple leads –

1. Click the checkboxes alongside the relevant leads.
2. Click the Send Email button on top of the lead grid.

3.2 From Lead Details Page

1. Navigate to Lead Management>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.
   • If you wish to schedule the email delivery for a later time, click the Schedule Email 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, click Cancel on the pop-up.

3.3 From Leads Quick View

Click the relevant lead row to open the quick view. You can send emails to the lead from here.

3.4 From Smart Views Page

1. Navigate to Lead Management>Smart Views.
2. Alongside the relevant lead, click the Actions icon and select Send Email from the dropdown.
3. Once you’re done drafting the email –
   • If you need to send the email immediately, click Send.
   • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.

3.5 From Manage Lists

1. Navigate to Lead Management>Manage Lists.
2. Alongside the relevant list, click the Send Email icon.
3. Once you’re done drafting the email, send a Test Email to yourself or others to make sure your content renders correctly.
4. Then –
   • If you need to send the email immediately, click Send Now.
   • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.

4. Send Emails through Automation

Automate email delivery by configuring workflows that trigger emails based on lead actions or conditions.

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

5. Send Files As Attachments

When sending one-to-one emails to your leads, use the Attachment button to attach files to the email (uploaded to the Images and Documents Library or through lead notes). Click –

• Upload New to upload a document or image from your device.
• Documents to open all the files uploaded to the Document Library.
• Images to open all the images uploaded to the Image Library.
• Lead Documents to open specific documents uploaded with relevance to that particular lead (for instance, from the Add Lead Form or Notes), captured in the Lead’s Details page.

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

6. CC/BCC other leads in your email

To keep relevant stakeholders informed, you can include additional recipients in your emails using CC or BCC option.

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.

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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