Create your integration email address in Settings > CRM Settings > Email Integration:
This is the email address that will copy the emails into the platform against the contact.
Contact > Contact > click on a contact > Send Email
Choose whether to send a templated email or an email from your Inbox:
Inbox Clicking Inbox will populate an email direct from your mailbox for you to enter what content you need:
Template Clicking Template will give you a drop down list of email templates that have been created and the option Personal Email selected in the Template Type field:
Your templated email will then show in the blade for any other edits required. Once happy click Send - this will send the email directly to the contact.
Note: Only email templates with Template Type set as Personal Email will show in the drop down list.
Templates > Emails > Create
You can edit pre existing email templates and change their Template Type from Marketing to Personal Emails so they will show in the drop down list.
Templates > Emails > top right click the template name > edit the Type drop down to Personal Emails:
Inbox and Template emails sent through the Send Email method, will both be adhered to the contact timeline under Emails in the left hand menu.
Under Admin > Settings > CRM Settings, there is the option to toggle on a ‘Create Contacts’. Any new contacts that are included in the email will be created in the platform and assigned to a company if possible:
If you don't have the a role with the correct permissions that enable you to create an email template via Templates > Emails, you can still access and edit Personal templates from the dropdown for this Send Email process.
