How to Build and Send an Email to a Contact

Manually sending an email is quick and easy from any contact record. You can Cc or Bcc any email address, as well as basic formatting, links, emojis, and more.

We will review many aspects of the quick email function in a contact record.

• Sending a basic email to your contact
• Adding a Cc and Bcc to your email
• Basic text formatting
• Adding a link to text
• Inserting an Image
• Adding an emoji
• Adding a merge field
• Adding a merge field to an email subject
• Adding an attachment to email

• HTML edit mode and HTML cleanup

Sending a Basic Email to Your Contact

1. Once you have found and opened the Contact you would like to send an email to, find the 'Email' icon in the upper-right.
   
   
2. The Email a Contact slide-out will appear on the right side of the screen. The only requirements for sending a quick Email is to add a subject and the body text. You will see the merge field for your signature is already there. Do not delete the signature field, unless you do not want your Email to auto-populate when sending.
   
   
3. Once you are satisfied with the email, simply click 'Send Email' at the bottom of the Email slide-out. The email should send within a few seconds and provide you with confirmation at top-right of screen.

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Adding a Cc and/or Bcc to an Email

Sometimes, it's necessary to either Cc (Carbon Copy) or Bcc (Blind Carbon Copy) others when sending an email to a contact. Both are quick and easy, as long as you have the additional email addresses handy.

1. Once you have the Email a Contact slide-out visible - look to the upper-right for either the 'Cc' or 'Bcc' text. Simply click whichever you want to use, or click each of them to use both.
   
   
2. Add the email address(es) to the appropriate Cc or Bcc fields.
   
   
3. Complete your email and send.

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Basic Text Formatting

Formatting of text in an email can be helpful when pointing out specific items, adding lists or just about anything you want to stand out.

Once you have the Email a Contact slide-out visible and you have started your email text. You can begin formatting. See the animated GIF below.

These are some of the text formatting options available:

1. Quick update of pre-formatting options for text - Heading 1, 2, 3 and Paragraph (default)
2. Bold, Italic, Strikethrough, Highlight
3. Justification: Left, Center, Right
   
   
4. Spacing between lines - There are two ways to create a new line.
   Pressing: Enter/Return -or- Holding: Shift then Pressing: Enter/Return
   
   In the following image, we sent a test email (back of image) and then displayed the email received. This should demonstrate the input (back) and results (front).
   
   

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Adding an embedded link to text

Adding a link to text is a clean way to describe where a link will take someone without adding long, ugly or confusing links/URLs to emails. By simply highlighting the appropriate text, clicking on the 'Link' icon and adding your web link/URL, you can create as many easy to read and follow outbound links within your email. Here's an animated GIF to demonstrate.

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Adding an Inline Image to your Email

Images can be easily added to work in conjunction with your text. It's a great way to quickly add visual reference to explanations, as well as supporting images or just friendly sharing of fun or ice-breaker images.

By simply placing your cursor where you would like your image and clicking on the Image button in the email editing toolbar - you can search your computer for the image you would like to add to your email. Here's an animated GIF to demonstrate.

To add a link to an image, click the image to highlight. Then, choose the link icon and type or paste the intended url into the link field.

 

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Adding an Emoji to an Email

Emojis are a great way to quickly express your demeanor in an email. They have become commonplace in when requesting efforts from someone else or when requesting patience. The animated GIF below will demonstrate how to locate and add an appropriate emoji to your email.

By simply setting your cursor where you would like the emoji, then clicking on the 'emoji' button in the formatting tool bar, you can search or scroll through the available emojis and choose the one you want to add.

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Add a Merge Field to an Email

Merge fields are an easy way to pull real information from a Contact Record. Using merge fields is most helpful when creating email templates, but may also come in handy when sending a direct email.

1. Once you have the Email a Contact slide-out visible, please your cursor where you would like to add a merge field. Then, click on the [  ] icon in the formatting toolbar.
   
   To save time, you can also simply type an '@' symbol to reveal the merge options without having to click on the merge field icon.
   
   
2. Choose the merge field from the list that you would like to add. The below animated GIF, will demonstrate both methods, clicking the merge field icon and in-line @ symbol to call merge field options.
   
   
   
   

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Add a Merge Field to an Email Subject Line

Merge fields work well in email subjects as a way to both catch the eye of the recipient, and to help provide context to an email subject. Often, this can help get your emails noticed and increase the likelihood of being opened and read.

To add merge field to the subject:

1. Add the merge field to the email body
2. Copy the merge field by highlighting the merge field, right-clicking and choosing copy (Ctrl-C on PC -- Cmd-C on Mac)
3. Place your cursor in the email subject where you'd like to place the merge field, then paste it in palce (Ctrl-V on PC -- Cmd-V on Mac)

 

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Add Attachment to an Email

To add an image or PDF to an email, as an attachment, look for the upload icon.

There are limitations to the size of an attachment of 3MB. Additionally, only image and PDF formats are officially accepted.  JPG, JPEG, GIF and PDF.

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HTML Edit Mode and HTML Cleanup

Making adjustments to HTML can be done by switching to the 'HTML' editor from the 'Text' by clicking the 'HTML' button and confirming.
One in the HTML editor, we can switch between the color formatting view and standard view.

Additionally, enhanced formatting is available at the click of a button. This will "clean-up" many HTML formatting issues that may be keeping us from being able to save the email when it has flawed HTML formatting.

Any changes made to the HTML can be instantly previewed by clicking the 'Preview' button. All of this is demonstrated in the animated GIF below.