Contactually | Sending an email

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Sending an email

Last Updated: Jul 27, 2017 04:17PM EDT
How to send an email in Contactually

You can send an email directly from Contactually. The email will send from your email address, and a copy of the message will be saved both in Contactually and in your email's sent folder. If the recipient responds to the email, you'll receive the response in your email's inbox. All sent and received emails will log under the appropriate contacts in Contactually.

There are four ways to send an email in Contactually.

Via the contact sidebar

Click the contact's name on the Dashboard or Contacts tab to open the contact sidebar. Click the contact's email or "Send a message" to open the Follow-Up modal.

Via the contact profile

Search for the contact and go to the contact's profile. Click Follow Up to the right of the contact's name.

On the Dashboard

You can complete a Follow-Up by sending an email. Click the Follow Up button on the right side of the Follow-Up Reminder.

Via the Contacts tab

Tick the checkbox next to one or more contacts and a bar will appear at the bottom of the page with options. Click ScaleMail. For an overview on ScaleMail, see here.

Related articles

Generating Follow-Up Reminders
Follow-Up message ideas
How to send a handwritten card through Contactually
Connecting multiple email addresses to Contactually

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