Summary

You can type and send an email to any customer, or use a canned email template.

Steps

Send a Free-Typed Email

1. Open the customer's Owner page.
2. Select the customer's email address, then select Send Email.

   

3. Type your email.

   

4. Select Send Email.

You can also send emails from the Owner Communications tab. Select New Email.

Send a Canned Email

Canned emails are pre-typed templates you set up at Left-hand Navigation: Admin » Canned Email Templates. They help your staff send customer emails faster.

1. Open the customer's Owner page.
2. Select the customer's email address, then select Send Email. Or, from the Communications tab, select New Email.
3. Select your template from the Choose a Canned Email Template dropdown.

   

4. Edit the email if you need to.
5. Check that the variables filled in with real information.
6. Select Send Email.

If Something Goes Wrong

If the variables show as {first_name} or {location_name}, the template has a problem with its variables. Fix the template before you send the email. See Send Canned Emails to Individuals.

Related Articles

• Individual Email Feature Overview
• Owner Communications Tab Feature Overview
• SMS Topic Outline