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Email Integration
New Email
Personal Template
Marketing Template
Outcomes
Roles and Permissions

Send emails direct to your contact, from their contact profile page. Due to the Microsoft 365 Integration, these 'New Emails' will not only adhere to the contact profile, but also be visible in your Outlook. 

Learn more about getting your Microsoft 356 Integration set up to be able to send emails from a contact profile. 

Complete your integration, with the email address in Settings > CRM Settings > Email Integration:

Upon receiving inbound emails, choose whether or not to create contacts included in the email thread if they don't already exist in the arkflux platform. This is the email address that will copy the sent emails into the platform against the contact profile:

Once this integration is complete, you are ready to send emails directly out the platform.

Search using the Global Edit Bar or go Contacts > Contacts > select contact > Send Email:

Choose whether to send a New Email, Marketing or Personal Template:

New Email will populate an email direct from your mailbox for you to enter what content you need.

This is a good option for general email correspondence when you are writing an email from scratch, that you want recorded in the platform. There are some functionalities you can still take advantage of such as general formatting, Merge Tags and file attachments:

Personal Template will give you the choice of email templates created under Templates > Personal Emails.

This is a good choice for personal emails that have the majority of content pre-built ahead of time; emails that you may send regularly and perhaps have stored text that you have to copy and paste into the email body:

Your templated email will then show in the blade for any other edits required such as entering links to presentation slides or arkflux feedback surveys:

Once happy click Send Email which will send the email directly to the contact.

Marketing Template will give you the choice of email templates created under Templates > Marketing Emails, that have 'Contact' entered as Template Type.

This is a good choice to send glossy, feature rich emails such as promotional content, newsletters, or company updates:

Template Type is typically assigned when the template is created, but can be edited after, via the email settings area on the email template as see below:

New Email, and Personal Template emails sent through the Send Email method, will be adhered to the contact timeline under Emails in the left hand menu.  Marketing Emails will be under Marketing Emails. These can be clicked on to view in the timeline. 

Learn more about Email Template Creation