To send an email to a client, first ensure that the appropriate conversation is open. Next, locate and click the Email button situated at the bottom left corner of the conversation window. Upon clicking this button, a message box will appear, allowing you to compose and send your email within the context of the ongoing conversation. This ensures that your communication with the client remains organized and easy to navigate.

Adding Email Information

Before you can send an email, it is essential to provide accurate information in the designated input fields to ensure clear and effective communication. These fields include:

1. Sender Information: This will be the name and email address shown to the contact
2. Recipient information: Here, you include the Recipient's email as well as CC or BCC any extra recipients needed.
3. Email Subject: This will be the first line of text displayed to the recipients once they receive the email.

Formatting Options

You can change the format of your email as you would on a personal email builder by clicking the A icon. This will open the formatting options.

Custom Values

You can personalize your emails by adding custom values based on the information provided by customers in forms, surveys, and appointment calendars. To add a custom value to your email, click the “{…}” icon at the bottom of the message box. When you click on the icon, you will see a variety of custom values that you can add to your email message. Click the custom value you would like to add to your email, and you will see the custom value key populate the email. When you send the email, you will see the custom value populate with the information related to that custom value key you added.

Adding Links

You can add links to your emails by clicking on the link icon at the bottom of the message box, as shown below. A pop-up will appear for you to paste in your link URL and select an action from the dropdown to have the link open in the same browser tab or open in a new tab.

Adding Files

If you need to send a document or image, click the vertical three-dot icon at the bottom of the message box, select “Attach files,” then pick an upload method and add your file.

Using Email Templates

If you would like to use an email template you have already set up in your CRM, click on the paper icon at the bottom of the message box. 

A list with your snippets organized in folders will appear. Click the template you want to use to add it to the message box.

Requesting Payment

To request a payment, click the vertical three-dot icon at the bottom of the message box and select “Request Payment.”

When you click on the icon, a pop-up will appear for you to fill in the details of your payment request. After you fill in all of the payment request details, click the Copy link and mark it as a sent button.

Collapse Message Box

You can collapse the message box by clicking on the four-cornered icon.

Clear Text Box

If you would like to clear your message and start over, click the Clear button at the bottom right of your message box. There is no reversing this action.

Send Email

Send Now

If you prefer to dispatch your message without delay, click the Send button. This option allows you to instantly transmit the email to your recipient, ensuring they receive the information promptly and can act upon it as needed.

Scheduling Emails

Alternatively, you can choose to schedule your message for a later time by clicking the Timer icon located next to the Send button. 

Upon selecting this option, a scheduling window will appear, allowing you to input:

• Date: The date you would like to send the message.
• Time: Select the time you prefer.
• Time zone: Input the time zone. You can use the recommended time zones (your account or system timezone) or choose from the rest of the list.

Once these details have been set, click the Send schedule to save your preferences.

Cancel Scheduled Message

In case you have not yet clicked the Send schedule button and wish to delete a scheduled message, simply click the Cancel button.

If you have already clicked Send Later and want to cancel the scheduled message, locate the three-dot menu next to the message thread. Upon clicking Details, the message details will be displayed. 

To cancel the scheduled send, click on the Cancel Send button.

You will be prompted to confirm the deletion.

Be sure to cancel the scheduled message before its intended send date to prevent it from being delivered. This allows you to maintain better control over your email communications and make adjustments as needed.