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Send a 1:1 email
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== Step-by-Step Instructions == To successfully send a 1:1 email as part of your automation, follow these steps: # Connect or reconnect your email account to the '''Deals CRM'''. # Set a '''preferred email account''', which will act as the default "From" address for your automated emails. # Click on the '''Automations''' tab in the left menu. # Create or select an existing automation where you want to implement the '''Send a 1:1 email''' action. # The automation builder will load. Click the node (+) in the automation where you wish to add your 1:1 email. # In the right pane, click the '''Sending''' section. # Select the '''Send a 1:1 email''' action. # Enter a name for your email in the field provided. This name is internal and not visible to contacts, but each name must be unique. # Type your email's subject line. # In the '''From''' dropdown, select the email address you want to use. You may choose from connected email accounts or select %deal_owner_email%. # Type your message into the '''message''' field. You can also utilize personalization and AI features for enhanced messages. # (Optional) To add a deal ownerโs signature, click the '''personalization icon''' (lightning bolt) and select the '''Deal Owner: Signature''' option. # Expand '''Email Tracking''' and confirm that tracking options for opens, links, and replies are set to "On" by default. # Click the '''Save''' button to finalize your automation.
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