CiviCRM
  • Introduction
  • FDI Members
  • Contacts
    • Send mail to single contact
    • Send mail to multiple contacts
    • Managing e-mails "on hold"
    • Managing duplicate contacts
    • Exporting contact info
  • Events
    • Creating an event
  • Mailings
    • Mass mailing
    • Untitled
Powered by GitBook
On this page

Was this helpful?

  1. Contacts

Send mail to single contact

PreviousFDI MembersNextSend mail to multiple contacts

Last updated 5 years ago

Was this helpful?

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.