Send a direct 1:1 email from an account record

```mediawiki Navigation: Main_Page > Contacts > Accounts > Send a direct 1:1 email from an account record

Introduction

The feature to send a direct 1:1 email from an account record in ActiveCampaign allows users to communicate effectively and efficiently with contacts associated with their accounts. This functionality is crucial for nurturing relationships, setting up meetings, and following up with contacts. It facilitates direct communication without the need for contacts to be subscribed to a list, thus enhancing the flexibility of your outreach.

By using this feature, you can streamline your email communication processes and maintain better engagement with your contacts.

How to Access This Feature

To utilize the ability to send direct 1:1 emails, you will need to navigate through the ActiveCampaign interface:

1. Log into your ActiveCampaign account. 2. Click on Contacts in the main menu. 3. Select Accounts from the dropdown options to access the Accounts page.

From here, you will be able to find specific accounts and initiate a 1:1 email to your desired contact.

Step-by-Step Instructions

Follow the steps below to send a direct 1:1 email from an account record:

1. Click Contacts > Accounts to navigate to the Accounts page.
2. Locate the desired account and click the account name to open the account record.
3. Open the email composer using one of the following methods:

  * Click the Send an email button at the top right.
  * Go to the Contacts section of the account record and click the email address of the contact you wish to send an email to.
  * In the Contacts section of the account record, click Send an email.
  * Click the Emails tab at the bottom of the account record and select Send an email.

1. The email composer will load. Set the To email address, which must belong to a contact associated with that account. Note: Only one contact can be selected.
2. The From email address will automatically be set based on your connected email account. If your email account is not connected, it will display your ActiveCampaign account email address. You cannot send direct 1:1 emails with both sending options simultaneously.
3. Optional: Set a Cc and/or a Bcc (if using connected email accounts) by clicking either option and typing the respective email addresses into the fields provided.
4. Type the subject line into the subject line field.
5. Compose your message in the message field. While creating your message, you can:

  * Format and style your message
  * Include a Saved Response
  * Use personalization
  * Utilize AI capabilities
  * Automate your 1:1 email

1. Once you have finished composing the email, click the Send button to deliver the email to your contact.

Configuration Options and Settings

When sending a direct 1:1 email, several important configuration options and settings are available for optimal use:

• **From Address**: The default email address is set for you based on your connected email account.
• **Cc/Bcc Options**: Can only be used if your email account is connected.
• **Subject Line**: Required field to define the email's topic.
• **Message Formatting**: Emails can be styled with options for bold, italics, and underlining. Links, bullet points, and numbered lists can be inserted.
• **Saved Responses**: Quickly insert frequently used phrases into your emails.
• **Personalization Tags**: Enhance your emails with personalized elements for better engagement.
• **AI Assistance**: Utilize AI to write and enhance your email content, available only with connected emails.
• **Automation**: Option to automatically add contacts to active automations based on email interactions.

Best Practices and Tips

To maximize the effectiveness of sending direct 1:1 emails, adhere to the following best practices:

• Always personalize your emails using the personalization features to make your communication more engaging.
• Use Saved Responses to save time when composing emails with common phrases.
• Ensure that the subject line is clear and captures the essence of your message to improve open rates.
• Consider sending follow-up emails after meetings or discussions to reinforce the conversation.
• Make use of AI tools to refine your messaging and ensure clarity in your communication.

Common Use Cases with Examples

1. **Follow-Up Correspondence**: After a meeting with a client, send a 1:1 email to thank them for their time and recap any key points discussed. 2. **Scheduling Meetings**: Use this feature to propose dates and times for future meetings directly from the account record. 3. **Nurturing Customer Relationships**: Reach out to top clients with personalized emails to offer insights, updates, or special incentives. 4. **Handling Inquiries**: Address questions or concerns promptly to show that you value your contact's engagement.

Troubleshooting

Here are some common issues users may encounter when sending direct 1:1 emails:

• **Email Not Sending**: Ensure that your internet connection is stable and check that you have properly configured your From address.
• **Personalization Tags in Red**: This indicates that the contact does not have a value for that field. Make sure to add the necessary information for those fields before sending the email.
• **Unable to Access the Email Composer**: Confirm that you are on the correct account record and have proper permissions set up.

FAQ

Q1: Do I need to connect my email account to send a direct 1:1 email? A: No, you can send emails from ActiveCampaign’s servers, but connecting your email account offers additional benefits like tracking engagement.

Q2: Can I include multiple contacts in a 1:1 email? A: No, you can only send an email to one contact at a time.

Q3: Will I receive replies to the emails sent through ActiveCampaign? A: Yes, replies will go to the email address used to send the email, whether it is your connected email or the ActiveCampaign account email.

Q4: How can I monitor the engagement of my sent emails? A: You can track opens, clicks, and replies in the contact's activity stream and the "Emails" tabs of both the contact and account records.

Q5: Are there limitations when using AI in my emails? A: AI features are available only when your email account is connected to ActiveCampaign.

Q6: Can I use both sending options for the same contact? A: No, you must choose one sending option at a time, either from your connected email or from ActiveCampaign’s servers.

Q7: Can I save drafts of my emails before sending? A: Currently, the feature to save drafts is not specified; ensure to double-check your message before hitting send.

With this comprehensive guide, you can effectively utilize the feature to send direct 1:1 emails from an account record in ActiveCampaign, enabling more personalized interactions with your contacts. ```