Step 1: Select CONTACTS tab and perform a basic search for your Contact.
Step 2: Select your Contact name. This will take you to the Contact Summary page.
Step 3: From the CONTACT SUMMARY screen, locate the drop-down menu that says ADD NEW ACTION and select EMAIL.
Step 4: Locate the TEMPLATE field and select the template you want to send. In this example we have chosen a CUSTOM TEXT message.
Step 5: Type your message.
Step 6: Run spellcheck (ABC button at top line in tool bar).
Step 7: Select SEND MESSAGE at the bottom of your screen:
The email will be recorded in the contact history. You can click on the date link (in red, left column) to open the email to review what you sent.
The Contact’s status will be automatically updated to “processed,” “delivered,” “open,” “click,” “unsubscribe,” etc.
You can search results from all emails sent in the ACTIONS Tab: