Summary

You can use your canned email templates to send emails directly to individual customers.

Before You Begin

Only users with the Can Email Customers permission can send emails to customers.

Steps

1. Open the customer's profile.
2. Select the customer's email address, then select Send Email. A panel opens.

   

3. Select your template from the Choose a Canned Email Template dropdown. The template fills in the subject and message fields.

   

4. Edit the subject and message if you need to.
5. Check that the variables filled in with real information. They should not show as {first_name} or {location_name}.

   

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. Do not send the email.

Related Articles

• System Email Feature Overview
• Customize Email Templates How-To
• Email Template Variable Guide Reference