Sending Email from Bigin
You can send emails to your customers from Bigin account even without configuring your own personal email. However, the interactions will not be available inside your Bigin account. Once your email account is configured, email interactions with a record will be displayed in the record's details page. You can choose a plain editor or rich editor while composing your emails. Plain editor does not have any formatting whereas rich editor comes with pre-loaded formatting. You can further add URLs, insert HTML, add images, and insert merge fields in your email.
To send an email
- Go to Contacts or Deals module
- Select a record to which you would like to send an email.
- Click
button.
- Enter the To email and Subject, BCC and CC.
- If you have created an email template, you can click Choose Template button and select the email template. If not, you can continue composing your email.
- To insert link, do the following
- Click the
icon.
You can enter two types of links: URL, Email. - URL - Allows you to add an URL to a selected text in your template.
- Email - Allows you to add an email to a selected text in your template.
- If URL is selected, do the following:
- In the Selected text textbox, enter the text which should be linked to the URL.
- Enter the URL.
- Click Insert Link.
- If Email is selected, do the following:
- In the Selected text textbox, enter the text which should be linked to the email.
- Enter the Email.
- Enter the Subject.
- Click Insert Link.
- To add consent form link, do the following:
- Click the Down arrow next to the link button.
- Click Consent Form Link button.
- In the Consent form link popup, choose the Consent Form Language from the drop-down list.
- Click Save.
- To insert HTML, do the following:
- Click the
Insert HTML icon.
- Enter the HTML code.
- Click Preview to view how the code looks like.
- Click Insert.
- To insert merge fields
- In the body of the email, type # to insert merge field.
- Click the field to add the appropriate Merge Field.
- You can also select the module from which you would like to insert the merge field from the drop-down list.
- Click Attach File to upload a file as attachment in your email.
- Click Send.
Note
- Emails can't be sent to the records in the Companies module. However, the email communication with the associated Contacts of the Company can be viewed from the Emails related list. You can reply/reply all/forward those emails if IMAP/POP is configured in your Bigin account.
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