Send Emails to Your Contacts from TeamGram

You can easily send quick emails to your contacts right from within TeamGram.

If your administrator has activated the SmartEmail Outbound feature for your mail domain, the recipients will see them just like emails sent from your email client, and their replies will be delivered to your email address. You will also receive a copy of the email in your inbox.

TeamGram’s email sender can be a better option to send emails if you are sending template based (canned) emails for follow-ups, meeting requests, thank you notes and other purposes.

Sending an Email to a Contact

To send an email to a contact:

1. Find the contact and open its detail page. Make sure the contact’s email address is entered.
2. Click on the email button at the top of the contact page. This will open the email dialog box with the recipient email already filled in.
3. Enter any additional recipients in the cc field, separating them with semicolons (;).
4. Enter the subject, body text and select file attachments.
5. Press the send button.

Creating Email Templates for Contacts

If you find yourself sending similar messages to multiple contacts at different times, you may want to create some email templates. If you are an administrator, you can also make your templates available to other users in your company. TeamGram lets you create separate sets of templates for leads and contacts. To create a template that will be used to send emails to contacts:

1. Go to Control Panel > Contact Settings > Email Templates.
2. Click on Add new template.
3. Name your template. Template names are displayed in the menu while creating a new message, so try to find a short but descriptive name.
4. Enter a subject line and message body. You will be able to modify these before sending. You can also insert the name of your contact into the email. Click on the special keywords link to see available options.
5. If you are an administrator and you want to make your template available to all users, click on Company wide.
6. Save your template.

You can create multiple templates for different purposes or languages.

You can also use header and footer images in your templates. If you decide to use this feature, try to keep your image sizes small, and make sure your emails look good in different screen sizes, including mobile devices.

Sending an Email Based on a Template

Sending an email based on a template is similar to sending an email from scratch:

1. Find the contact and open its detail page. Make sure the contact has an email address.
2. Click on the email button at the top of the contact page. This will open the email dialog box with the recipient email already filled in.
3. If you have created any customer email templates, or an administrator has made any templates available to all users, you will see a template selection box at the top of the email window. Select a template to fill in the message content automatically. Make any needed changes or add attachments. Be careful not to tamper with the special keywords that start with the # character.
4. Enter any additional recipients in the cc field, separating them with semicolons (;).
5. Press the send button.