You can send emails with all the email functionality you need from an email client.
How to create a new email
- Click Sales & CRM → Emails
- Click Send email. You need a connected email account to send. If none is connected, or the connection has stopped working, Connect your email account to Upsales opens instead.
- This opens a blank email:
- In the To field, start typing the recipient's name. Matching names from your Contact list are shown. Select a contact to add that person to the email. The From field shows your connected email account, which the email is sent from.
- Click Copy to CC a recipient, and click Hidden copy to blind copy BCC someone. Each of these fields holds up to 150 characters of email addresses. Over that, Send is disabled until you remove some.
- To use one of your email templates, click Templates to the right of the Subject field and pick a template (if you have already started writing, click Use a template first). Template copy is added for the Subject and Body of the email. A template built in the template editor with content blocks opens in that editor, and you edit the body there. The editing tools in the next steps are for all other emails.
- In the Subject field, add a subject line and click Add files to attach files.
- In the Body of the email, you have a number of editing tools to help you compose and format your message.
- You have options to edit font, size, paragraph/heading
- Table and line formatting options are also available.
- Click Source to edit the message in HTML.
- To add a clickable link, highlight the text you want the reader to click and select the Link icon.
- This opens up extra options for your link, with three clickable tabs: Link info (customising the URL), Target (choosing what happens after people click the link), Advanced (styling and tracking):
- To add dynamic tags, click Insert tag and select it from the list. The tag appears inside {{double parenthesis}} when editing, and changes to the tag when it's sent.
- The email signature that's default for your profile is automatically added to the email. To include another email signature (that's been assigned to your user or role), click the dropdown:
- You can also include an image (click the image icon). If Easy booking is activated, click Add Easy booking link and choose a booking page to insert a link to it
- When your email is ready, you can click:
- Send to send the message immediately
- Send test to send a test version
- Preview to open a version in the browser
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Schedule to send the message at a later time
Your sent email will appear in the email list.