Send mail to single contact

In this option, you will not be able to track the opens or clicks, but it will appear in the activity field of the contact. So it will be recorded.

After inserting the person into the database:

1. Click on “Actions”

2. Click on “Send an Email”

3. Ensure “From” field is your name

4. Ensure “To” field is the e-mail of yoru new contact (attention, this will automatically select the ‘primary e-mail’

5. Open “Template” drop-down and select “Welcome to FDI – EXTERNAL RELATIONS”

6. Adapt text as needed.

7. Click “Send Email”

You can add an attachment if need be, and you can also schedule a follow-up e-mail.