Begin Outreaches

0:00 In this video I'm gonna show you how to send an individual email using a template to an individual person.

0:08 So you will first locate that person. You can either do so by going into contacts and then people and selecting the correct person, or you can even search for them.

0:18 So in this instance, I'm gonna search for Heather Hold and I'm going to select the individual I would like to email.

0:27 And this is their contact page. So from here you can add notes, great activities, or even email attach files, or even attach documents as well.

0:36 So I'm gonna select email and then I'm going to choose the template that I would like to utilize for this email.

0:44 And once I do that, you can see that it'll pull in exactly the details that are provided in this contact record.

0:51 Now when I do this, you'll see that Heather is not capitalized. So if I update this to capital Heather, and then save this, this card and then go ahead and select the email again, choose the template again, then we'll be corrected.

1:07 I do that to show you that these dynamic fields will pull exactly what's in the contact record. So if it is misspelled, then it'll be misspelled or mislabeled within that email.

1:19 So once you've created that email, you can either send directly or you can schedule and send later. So I can even schedule this for tomorrow morning at 9:00 AM The other thing that I wanted to highlight is these options at the bottom.

1:32 You can attach emails, enter a signature or track emails, this track email option, the track email, as well as the track link option.

1:41 These are toggle options. So when they're blue, that means they're toggled on. Keep in mind, once they're toggled on, they will be, they will continue to be on until you toggle them off.

1:52 So I'm gonna go ahead and send this email now, and then I've done my first Hell reach.