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Email/Messages & SMS
Sending Emails to Your Contacts
Sending Emails to Your Contacts

You can create an efficient communication channel with your contacts by sending e-mails to your community.

Updated over a week ago

Warning: If you see the Message Module section on your platform, it means that you are using the new version of the platform. You need to check the Sending Emails to Your Contacts with the Message Module article.

If you want to switch to the new platform, you can look at the How to Switch from the Email Module to the Messages Module article.

In line with the categories in your account, you can send bulk individual, customized, or standard emails.

  1. Go to Email section in the left column in admin panel and click Create New Email.

    Go to Email section in the left column in admin panel and click +Create New Email

    Setup screen to create an email

  2. Now, you are in the first step of creating a new email, on the planning page. Chose your recipients on the basis of your lists, tags or person. Write down the subject of your email and click Design for the second step.

  3. If you want to use one of your templates as the content of your email, click Select From Templates button. If you want to create an email from zero, design your e-mail by clicking Add Part button.

    You can either use from templates or from scratch, for the first one click Select From Templates, and to create a new one, Add Parts as you wish

  4. For the photo or file which you want to add to your e-mail, click on the related section and then Select File button.

    To add a photo, click on the related section and then the Select File button

  5. To create the text section of your e-mail, click the related part, compose your text and then click Save button. If you want to send individualized emails, add First Name, Last Name from Custom Field Section.

    To create the text section, click on the related part and compose your text, and then save

  6. Click Preview button to see how it looks like. If everything is ok, you can send it directly. Also, you can send a test mail to yourself for an additional control.

You can preview your email before sending it
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