Send an Email to a Client Account

Emails can be sent to client accounts from many different places within Service Autopilot. One place is from the Client Account screen. Click the Send dropdown menu and select Email: 

mceclip0.png

This will open the Send Email overlay:

mceclip1.png

From here, there are many actions you can take:

  • Modify or add email addresses to send the email to by using the "To" field and the dropdown arrow at the right.
  • Modify the From email address. The default address in this field can vary based on Email Integration settings, otherwise, it will be your company email address.
  • Insert Form is used if your document contains the Form Link or Form URL merge tags.
  • Use Merge Tags to personalize your email by clicking the Personalize button.
  • If you have custom Documents built-in SA through the Document Editor, you can apply one to the email to save time by clicking Search Documents.
  • Use the paper clip icon at the bottom of the overlay to add attachments such as photos to your email.

When you're finished with your email, click Send. It will then appear in the Client's Activity Stream along with the status of the sent email. 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?