Send a direct 1:1 email from a deal record

```mediawiki Navigation: Main_Page > Deals > Send a direct 1:1 email from a deal record

Send a Direct 1:1 Email from a Deal Record

Introduction

In ActiveCampaign, sending a direct 1:1 email from a deal record allows you to engage with contacts directly and efficiently. This feature is particularly useful for sales representatives who wish to set up meetings or follow-up calls directly from their active deals. Being able to communicate effectively can enhance your customer relationships and streamline your workflow.

Direct emails sent from deal records can be tracked easily and have significant implications for your sales strategies. Understanding how to effectively utilize this feature is crucial for optimal engagement with contacts attached to your deal records.

How to Access this Feature

To access the capability of sending 1:1 emails from deal records, you will need to navigate to the Deals section of your ActiveCampaign account. This feature is available for accounts that subscribe to the Plus, Professional, or Enterprise plans, particularly when using the Pipelines & Sales Engagement add-ons. Be aware that contacts do not need to be subscribed to a list to receive these direct emails.

Step-by-Step Instructions

To send a direct 1:1 email from a deal record, follow these steps:

1. Click on Deals to navigate to the Deals page.
2. Locate the specific deal, then click on the deal name to open the deal record.
3. Open the email composer. You can do this by taking any of the following actions:

  * Click the Send an email button at the top right.
  * Go to the Contacts section of the deal record and click on the email address of the contact you wish to email.
  * Click the Emails tab at the bottom of the deal record and then click Send an email.

1. The email composer will load. Set the To email address. This must be the email address of a contact associated with the deal; only one contact can be selected.
2. The From email address will default to your connected email address. You can switch it to any email address connected to deals. If you haven't connected your email account, it will display your ActiveCampaign account email address here.
3. Optionally, set a Cc and/or a Bcc (only available for connected email accounts) by clicking the respective options and entering the email address.
4. Type the subject line in the subject line field.
5. Write your message in the message field. You can:

  * Format and style your message.
  * Include a Saved Response.
  * Use personalization tags.
  * Utilize AI to assist with the content.
  * Automate your 1:1 email.

1. When finished, click the Send button to dispatch the email to your contact.

Configuration Options and Settings

When composing your 1:1 email, you have various options and settings:

• **To**: Email address of the contact.
• **From**: Your connected email address or ActiveCampaign account email.
• **Cc/Bcc**: Additional email recipients (for connected email accounts).
• **Subject Line**: The subject of your email.
• **Message Field**: Where you type the main content of your email.

You can enhance your email with additional capabilities, including:

• Formatting your message (bold, italicize, underline, etc.)
• Inserting links and bullet points.
• Switching to plain text or HTML format.
• Adding a Saved Response for efficiency.
• Using personalization tags to customize your message.
• Leveraging AI to improve your email drafts.
• Automating email actions based on replies or sending.

Best Practices and Tips

To make the most out of sending direct 1:1 emails from deal records, consider the following best practices:

• **Personalize Your Emails**: Utilizing personalization tags can help increase engagement by addressing contacts directly.
• **Use Saved Responses**: Frequently used phrases can be stored and reused, saving time in email composition.
• **Utilize AI**: Take advantage of AI features when drafting emails to enhance your communication style.
• **Clear and Concise Subject Lines**: Write compelling subject lines to encourage recipients to open your emails.
• **Engagement Tracking**: Monitor how recipients interact with your emails, as this can inform future communications.

Common Use Cases with Examples

1. **Follow-Up After a Meeting**: Send a thank-you email with a recap of the discussion and next steps to ensure clarity and prompt action. 2. **Scheduling Appointments**: Quickly reach out to schedule a follow-up call or meeting based on a previous conversation noted in the deal record. 3. **Sending Reminders**: Use 1:1 emails to remind contacts of important deadlines or upcoming events related to their deals.

Troubleshooting

If you encounter issues sending 1:1 emails from deal records, consider the following troubleshooting steps:

• Ensure your email account is properly connected in the Deals > Connected Emails section if you want to send emails from your own address.
• Check that the contact you are trying to email is properly associated with the deal record.
• Confirm that your email server settings are correct if emails are not being sent or received as expected.

Related Features

For more comprehensive email management, consider learning about:

• Automation for sending emails based on specific triggers.
• Contacts Overview for viewing and managing contact records.
• Connected Emails for setting up your email to send from outside the ActiveCampaign servers.

FAQ

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

Q2: What happens if I send an email without connecting my email account? A2: Emails sent without a connected email account will be sent from ActiveCampaign's servers with limited tracking options.

Q3: Can I use saved responses in my 1:1 emails? A3: Yes, you can include saved responses to quickly insert commonly used phrases in your emails.

Q4: Can I personalize the email message? A4: Yes, you can use personalization tags to address contacts directly and make your emails more engaging.

Q5: What options do I have for email formatting when composing an email? A5: You can format the email with options such as bold, italics, and underlining, along with inserting links and lists.

Q6: How do I track engagement for emails sent from the deal record? A6: You can track opens, link clicks, and replies within the contact's activity stream or deal record.

Q7: Is it possible to automate actions based on replies to 1:1 emails? A7: Yes, you can choose to add a contact to an active automation based on whether the email is sent or when they reply to it.

By following these guidelines, you will be well-equipped to utilize the direct 1:1 email feature from a deal record effectively in ActiveCampaign, enhancing your ability to communicate and manage relationships with your contacts. ```