How To Send Emails

How To Send Emails

Create and send personalized messages either one-on-one or to groups.

a. Send a One-to-One Email

Manually send a personalized message to a single contact.

1. Go to Contacts.

1. Search for and click the contact you want to email.

1. On the contact profile page, click Send Email.

1. Fill in the necessary details.

1. Click Send.

Note: This type of email is not part of a campaign and is logged in the contact's history but doesn't go through the email queue.

b. Create and Send a One-to-Many Email (Segment Email)

Send the same email to a targeted group of contacts (segment).

1. Go to Channels > Emails.

1. Click New+ > Segment Email.

1. Select a template.

1. Use the builder to design your email.

1. In the Details tab, select the target Segment.

1. Optionally set a publish date/time to schedule.

1. Click Send or Save & Close to publish later.

Note: This type of email is queued and processed through scheduled cron jobs or send actions.

1. Preview and Personalize

Use the Preview tab in the email builder.