Creating a new email – Upsales Help Centre

You can send emails with all the email functionality you need and expect from an email client.

How to create a new email

Click Sales & CRM → Emails
Click +Send email:
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
Click Copy to CC a recipient, and click Hidden copy to blind copy BCC someone
To use one of your email templates, click the dropdown in the Template field. Template copy is added for the Subject and Body of the email.
In the Subject field, add a subject line and click Add file to attach a file.
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) and include an Easy booking link (click the dropdown if you have multiple options)
When your email is ready, you can click:
- Preview to add email addresses to receive a test of the email. To view an online version, click Preview in browser:
- Click Schedule to send the message at a later time.
- Click Send & create activity to send the message and create a related activity
- Click Send to send the message now.

Your sent email will appear in the email list.