Send a direct 1:1 email from a contact record

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Send a Direct 1:1 Email from a Contact Record

ActiveCampaign enables users to send direct 1:1 emails, or one-off messages, from the Contact Overview page and a contact record. This feature is crucial for maintaining personalized communication with contacts, making it easier to engage without relying solely on traditional bulk email campaigns.

Introduction

Sending direct 1:1 emails allows for tailored messaging that can enhance customer relationships. This feature ensures that messages can be sent individually from any contact record within ActiveCampaign, enabling users to craft emails that resonate on a personal level. Notably, contacts do not need to be subscribed to any lists to receive these direct emails, and they come without an unsubscribe link, differentiating them from regular marketing emails. This one-off messaging capability plays a vital role in direct engagement strategies, fostering a more personalized interaction between businesses and customers.

How to Access this Feature

To access the ability to send direct 1:1 emails, navigate to the Contacts section of your ActiveCampaign account. This feature is available on all ActiveCampaign plans, providing a flexible communication tool for users on different tiers, including Starter, Plus, Pro, and Enterprise plans.

Step-by-Step Instructions

Send a Direct 1:1 Email from the Contacts Overview Page

1. Click Contacts on the left menu. 2. Locate the contact you wish to email. 3. Click the Email button. 4. You will be redirected to the contact's record where a modal will appear. Provide a subject line and type your message into the email composer. 5. Click the Send button.

Send a Direct 1:1 Email from a Contact Record

1. Click Contacts on the left menu. 2. Locate the contact you wish to email. 3. Click the contact's name to open their record. 4. Open the email composer by taking one of the following actions:

  * Click the Action button dropdown at the top right, then click Send an email.
  * Click the contact’s email address located under the contact’s name at the top left.
  * Go to the General Details section of the contact record and click the contact’s email address.
  * Click the Emails tab at the bottom of the contact record and click Send an email.

5. The email composer will load with the To email address pre-filled as the contact’s email. 6. The From email address is set by default to your ActiveCampaign account email address, but if you have a connected email account, the address will reflect that. 7. Optional: Set a Cc or a Bcc (applicable only for connected email accounts).

  * Click either Cc or Bcc and type the email address into the field provided.

8. Type the subject line into the subject line field. 9. Type your message into the message field. 10. While composing your message, you can:

  * Format and style your message.
  * Include a Saved Response to quickly incorporate frequently used phrases.
  * Use Personalization tags to make the message more engaging.
  * Utilize AI to assist in drafting your email.
  * Choose to Automate this email based on contact interactions.

11. When your email is ready to send, click the Send button.

Configuration Options and Settings

When sending direct 1:1 emails, several configuration options come into play:

• **From Address**: This email address is either your ActiveCampaign account email or a connected email address if applicable.
• **Cc and Bcc**: Opportunities to add carbon copies or blind carbon copies are available, enhancing email reach for connected email accounts.
• **Formatted Message**: The email composer allows for text formatting, such as **bold**, *italic*, and underlined text.
• **Saved Responses**: A handy feature to reuse common phrases, streamlining the email creation process.
• **Personalization**: Users can add personalized elements via specific tags to enhance engagement.
• **AI Assistance**: For users with a connected email, AI can assist in crafting messages based on user input.

Best Practices and Tips

To maximize the effectiveness of direct 1:1 emails:

• Personalize your messages using the Personalization feature to foster a stronger connection.
• Utilize Saved Responses for efficiency, especially for commonly sent messages.
• Ensure subject lines are clear and engaging to increase open rates.
• Avoid sending bulk emails masquerading as 1:1 emails to maintain integrity and avoid spam filters.
• Track engagement through the contact’s activity stream when possible, but be mindful that some activities like replies will not be captured with emails sent from ActiveCampaign tokens.

Common Use Cases with Examples

• **Follow-Up Communications**: After a meeting or event, you can send a follow-up email directly from the contact's record, ensuring no information gets lost.
• **Customer Inquiries**: If a customer reaches out with questions, you can send timely replies directly without having to navigate away from their record.
• **Feedback Requests**: Post-interaction, request feedback or reviews from customers using personalized emails crafted easily through the platform.

Troubleshooting

If issues arise while sending 1:1 emails:

• Ensure that your internet connection is stable and that there are no server outages affecting ActiveCampaign.
• Verify that you have the correct permissions to send emails from the selected account.
• If using personalization tags, check that contact data is complete to avoid sending emails with red-highlighted tags.

Related Features

For more advanced emailing needs, consider exploring:

• Automation for building intricate customer engagement workflows enhancing your email marketing strategy.
• Deals if you are utilizing a sales funnel approach that incorporates emails triggered by deal-related activities.

FAQ

Q1: Can I send direct 1:1 emails to contacts who are not subscribed to lists? A1: Yes, contacts do not need to be subscribed to receive direct 1:1 emails.

Q2: Will engagement from 1:1 emails show up in automation triggers? A2: Opens will be tracked, but replies and link clicks will not appear in the activity stream.

Q3: How can I format my email? A3: You can format your message using bold, italics, or underline within the email composer.

Q4: Can I send 1:1 emails using both the ActiveCampaign server and my connected email account? A4: No, you cannot send emails through both methods at the same time. You must disconnect your email to switch to using the ActiveCampaign server.

Q5: What happens if I use red-highlighted personalization tags? A5: If a personalization tag appears in red, the related contact does not have a value for that field, and you'll be prompted to add the value before sending.

Q6: Is it possible to track replies to my 1:1 emails? A6: Only if you are using a connected email account; replies sent through an ActiveCampaign server will not be tracked.

Q7: Can I include attachments in my direct emails? A7: No, currently, direct 1:1 emails sent from ActiveCampaign do not support attachments. ```