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How to send a Plain Text Email

Last updated by Rich Orr on July 18, 2017 13:02

If you wish to send individual Plain Text Emails to your Contacts - you can! (and have that contact history auto-recorded)

To begin, you will need to find the Contact Record within the system, either using the quick search options in the Contact Section or Advanced Search. Once you found the relevant contact, all you need to do is click on them to open their record. 

You're now in the Contact Record, so click on the Options menu:

Now you will be given the option to select Send Plain Text Email (which is the top option). Here you will need to add in the relevant information that you wish to send on to your customers (as shown below):

Subject lines are important as they help let your customer know why you have emailed them. 

You are even able to attach a document to the email, by simply selecting the relevant one from the drop down list.  (to add Documents to the list just add them via your File Manager.

If you need to send it to more than one person, you can all you have to do is add their email addresses in to the CC and BCC. 

Then add your message in to the Email Content part and you can add it to the contact history of the Contact. The add to Contact History is ticked by default.

Once you are happy with all of the information that you have added, just click on "Send Email" button. 

If you want to know how to add an auto Email Signature to this, please click here. You can edit your signature via My Account > Personal Details