Send and save emails
If you connect your email account to OnePageCRM, you will be able to send and receive emails to CRM contacts directly from OnePageCRM.
In this article:
| Send emails individually from a contact |
| Send emails individually from Email Page |
| Send emails in bulk |
Send emails individually from a CRM contact
Select the downward arrow → click Send email.
Send emails individually from Email Page
Jump up to Article's Overview ⮝OnePageCRM has a fully operational email inbox inside your CRM account.
Notes:
- If the email address is associated with a contact in your CRM, it will be shown in a dropdown to choose from.
- If the email address is not yet associated with a contact in your CRM and is valid, you will need to add them as a contact before sending the email.
- The contact can be created directly from the new email by clicking on the blue plus (+) sign.
- Bulk emails cannot be sent from the Email Page.
Send emails in bulk
Jump up to Article's Overview ⮝Note: You can also select contacts from any of the filters to the left of your Action Stream, including tags, status, lead source,s or filters.
- Personalize email content by selecting the Edit individually link.
- Look through the individual emails using the left and right arrows.
Notes:
- Emails sent in bulk are received as individual emails to each contact. They will not be able to see each other's email addresses.
- There are email send limits associated with the number of bulk emails you can send per 24 hours/user:
- With the Legacy plan (signed up before December 2020), you can send up to 200 emails per user/day.
- With the Professional plan, you can send up to 250 emails per user/day.
- With the Business plan, you can send up to 450 emails per user/day.
- You can send up to 30MB per email in attachments.
- You can use variables in the subject line of your templates to include first name, last name, company, etc.
- If you choose to 'open in your email client', your email signature will lose its formatting as Mailto links do not support HTML.
To view your sent Bulk emails, open the Email Page → go to the Sent folder on the left-hand side of the page.
Click on the dropdown arrow to view the list of contacts you emailed. You can also click on each email to view it separately.
Note:
- You will be able to see who opened the email by using the Email Open Tracking feature (only available for Business Plan).