Sending Emails
It is possible to send emails directly from your Membri 365 environment. However, this feature must be enabled.
Create an email template
- Open personalization settings
- Select the
Email Templatestab - Select
New - Choose the type of model
| Types | Description |
|---|---|
| Global | Coming soon |
| Account | Template that can be sent to accounts |
| Contact | Template that can be sent to contacts |
| System job | Coming Soon |
- Create the model
Details
- Fill in the various fields of the box Details
| Fields | Description |
|---|---|
| Name | The model name in Membri 365 |
| Permission level | If the field says Individual, you will be the only person with access to this template. If the field says Organization, your colleagues will also have access to it. |
| Category | Field filled in automatically in connection with the type of model chosen. This will allow you later to add dynamic values to the email. |
| Language | Allows you to specify the language of the email |
| Description | Allows you to describe the email template for members of your organization |
Template Editor
Indicate the subject of the email. It will be used as the subject of the email sent.
Use the integrated text editor to create your email
Select
Savefrom the toolbar to create the model in your environment
Add attachment to template
caution
It is only after saving the model that the module to add an attachment is available
- Select
+ New Attachment - Using the file explorer, select the file to add to the email.
- Select
Savefrom the toolbar to add the attachment to your template
Add dynamic values to the template
caution
Section under development
Send email from a template
- Navigate to the accounts page
- Check accounts to email
- Select
Send Emailfrom the toolbar to open the quick form Send Email - Fill in the different fields of the form:
| Fields | Description |
|---|---|
| To | If the records selected on the current page option is chosen, you will send the email to the accounts checked on this page. If the option All records on the current page is chosen, you will send the email to all the records displayed on the page, regardless of the accounts that have been checked. If All records from all pages is chosen, the email will be sent to all accounts on all pages in this list. |
| From | Specifies the user who sends the email |
| Language | Provides access to the templates of the designated language in the next field |
| Model | Search field that allows you to choose the previously created template to send from among the system templates |
- Select
Sendat the bottom of the quick form to send the email
info
Emails sent to accounts from the CRM are displayed in their Chronology.
note
Still unsure? Contact us - support@vendere.ca