Emails can be sent from the system to an individual recipient or in bulk. A record of the sent emails can be viewed on the relevant profiles or on the History page. Email templates can be created for use with specific mailings or to gain efficiency with frequently sent correspondence.
Create and Edit Email Templates
Email templates can be created for a specific mailing, such as an annual newsletter, or for frequently sent correspondence. Tags can be added to each template to autofill information. The default template used for sending invoices from the system can also be customized.
Send Emails
Emails can be sent from the system to one or more recipients. This can be done when viewing a profile, from the Profiles page, or from an email template.
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Email History and Performance
View a record of each email sent from the system on the History page. The Performance page displays metrics such as the delivery rate and open rate for bulk emails sent from the system.
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