Individual Email Sending

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

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.

Easily reach your subscribed email contacts from within your builder dashboard.

Steps to Send an Email:

1. Navigate to the Contacts Tab – Open the section where all subscribers are listed.

2. Search for the Contact – Locate the person you want to email.

3. Open Their Contact Profile – Access individual user details.

4. Click the "Email Icon" – Found in the top right corner of their profile.

5. Compose & Send Your Email – A new email window will appear in the bottom right where you can draft and send your message.

This keeps communication quick, seamless, and fully integrated into your workflow!

Individual Email Settings and Options

Creating the profile email

You have two ways to send the email. First, you can send it directly from here, using the A.I writing assistant for help. Or, you can "Switch to Email Builder" to access your saved templates and customize your email more.

Schedule

There are two options available to you: you can either click the "Send Email" button to send the email immediately or choose to schedule the email to be sent at a specified time when it is required. This provides you with the flexibility to manage your communications in a manner that best suits your needs, whether you need to send an urgent message right away or plan your email delivery for a more appropriate or strategic time in the future.

You can also check any other emails you have scheduled for that contact by clicking the scheduled email icon.