Individual Emailing

How to create and send an individual email to single contacts

You can only send an individual email to a contact from the CRM if that contact is a Subscriber on one of your email lists.

To create and send an individual email to a single contact from the contact's profile in the CRM:

• Go to your "Contacts"

• Search for the Contact that you want to email and open their Contact Profile.

• Click on the "Send Email" button in the top right corner

• A box will open where you can email the contact from.

Individual Email Settings and Options

• You can either send the email straight from this block, or you can "Switch to Email Builder" where you open the default email builder that also contains all your templates.

Sending an individual email should be personal so try to stay away from templates. Rather keep it personal and conversational.

• You can also "Schedule" an email to be sent at a later date and time if you choose to.