How to send an email
Last updated
Last updated
You can create an email to send it immediately or at a scheduled time, or save it as a template. You can also send this email to multiple recipients as part of a marketing mailing campaign.
Navigate to Mailing > Marketing > Send Email and click +Create in the upper-right page corner.
Fill out the form:
Select a Template or leave this field empty. The template must be previously created in the system (for details, refer to How to create an email template).
Set the email Subject. It will be applied to a one-time email or to all emails based on this template.
Set a Description — type the internal email description, which will not be shown to recipients.
Set the date and time in Send at, or leave this field empty to send the email immediately after saving.
Set the destination email addresses in Send to. Click Send to all clients to send this email to all clients registered in the system. You can also upload a CSV file with email addresses. In the same way, you can specify the carbon copy (Cc to) and blind carbon copy (Bcc to) recipients.
Select the email service in the Platform dropdown.
HTML text is the email body. You can preview the email by clicking Refresh preview. Plain text is also supported.
Click Choose Files to upload attachments to your email.
Click Save to create the email or click Save as template to create a template.