Managing Email and SMS Scheduling in Conversations

To initiate an email to a client, begin by ensuring the relevant conversation is open. Then, find the "Email" button located at the lower left of the conversation window. Clicking this will open a message box where you can craft and send your email, seamlessly integrating it into the ongoing dialogue. This keeps all client communications organized and accessible.

Providing Email Details

Before sending an email, it's crucial to enter the correct information into the specified fields for clear and efficient communication. These fields include:

• Sender's Name

• Sender's Email Address

• Recipient's Email Address

• Subject of the Email

• CC

• BCC

• Email Body

Formatting Options

You can enhance the appearance of your email using various formatting tools available within the message box. For visual guidance, refer to the image below:

Incorporating Custom Values into Emails

Personalizing emails is made easy by inserting custom values derived from customer information gathered through forms, surveys, or appointment schedules. To add a custom value, click the "+" icon at the bottom of the message box.

After clicking, a list of available custom values will be displayed. Select the desired value, and it will automatically be inserted into your email. When sent, the placeholder will be replaced with the corresponding customer information. If the custom value field is blank in your CRM, no information will be displayed. You can configure custom values in the CRM's "Settings" section by navigating to "Custom Values."

Adding Hyperlinks to Emails

To insert a hyperlink, click the link icon at the bottom of the message box. A popup will appear where you can paste the URL and choose whether the link should open in the current browser tab or a new one.

Attaching Files to Emails

If you need to include files or images in your email, click the paperclip icon at the bottom of the message box. This action will open your computer’s file explorer, where you can select the files to attach.

Using Email Templates

To utilize a pre-designed email template from your CRM, click the paper icon at the bottom of the message box. A popup will allow you to choose the desired template. Once selected, the template will populate in the message box.

Requesting Payment via Email

To request payments from clients, click the money icon at the bottom of the message box. A popup will appear for you to input payment details. After completing the information, click the green "Copy link and mark as sent" button.

Collapsing the Message Box

You can minimize the message box by clicking the four-corners icon located at the top right. Be aware that this action clears any unsent message, so ensure your message is either sent or the box is empty before collapsing.

Clearing the Message Box

If you need to start your message over, click the "Clear" button at the bottom right of the message box. Please confirm your decision before clicking, as this action cannot be undone.

Sending the Email

Send Now 

To send the email immediately, click the "Send Now" button. This option delivers your email promptly, ensuring timely communication with your recipient.

Scheduling Emails

If you prefer to send the email later, click the Timer icon next to the "Send" button. A scheduling window will appear where you can set:

• Date: The day you wish the email to be sent.

• Time: The specific time for sending.

• Time Zone: Select from recommended or choose from the available time zones.

After setting these parameters, click "Schedule" and then "Send Later" to save your choices.

Cancelling a Scheduled Email

If you haven’t yet clicked "Send Later" and wish to cancel a scheduled email, click the "Edit" icon that appears after saving. Then, select "Remove Message" to delete it.

However, if "Send Later" has already been clicked and you need to cancel, access the three-dot menu next to the message thread. Here, the email details will be shown, and you can select "Cancel Send" to stop the email from being sent. Ensure this action is completed before the scheduled time to prevent the email from being sent.