Using the Send Email app.
The Send Email app is used to send an email. Normally, it is used inconjunction with other apps.
Since sending an email should be straightforward for anyone who uses the internet, we will cover a few features specific to Method.
Click ⊕ Additional Recipients to add additional contacts, CC recipients, or BCC recipients. Note that CC an BCC emails need to be separated by a comma.
Send Email allows you to choose different email templates. If you wish to create a new template to use, click New/Edit Email Template in the dropdown.
If you wish to create your own email templates, please see our article Create a basic email template.
Merge fields automatically pulls information (e.g. a customer’s first name) from a table and inserts it into your email. The Send Email app allows you to merge fields within the Email Subject and the Email Body.
The following tables are automatically set to merge with:
For more information on using Merge Fields within your email, please see our article Using mail merge in an email.
Yes, you can add an attachment to an email. You must choose the contact first.
Once the contact has been chosen, the Attachment Widget will show up below the Email Body.
You can add any number of attachments to the email, however, there is a second step needed.
Before sending the email out, you must check the checkbox labelled "Email?"
If you do not check this checkbox, then the attachment will not be attached to the email.
The attachment will be saved to the activity associated with this email. See below for more information.
When you send an email out, you may wish to follow-up with them later. Using activities, you can keep track of your current and future interactions, ensuring nothing falls through the cracks.
By checking Create a Follow-up Activity, the following fields will be made visible:
To learn more about activities and follow-up activies, please see our article Schedule a Follow-up.
At the bottom you will find two buttons, Send Test and Send.
When you send an email, an activity is created for the contact to record that the email was sent out. For this activity: