Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Email a Lead
Send or schedule emails to a lead and see which were opened.
Send a lead an email now or schedule it for later, and see every email you sent and whether it was opened.
Overview
This guide covers the Email lead and Email history tabs on the lead page.
Who Can Access
Team members need Edit Leads.
Step-by-Step Guide
Write the email
Open the lead and click Email lead. Enter a Subject and the Message. Available shortcodes lists the words that are filled in for you, such as the lead’s name.
Send or schedule
Click Send now, or pick a date and time under Send at and click Schedule. A scheduled email goes out within a few minutes of that time. Clear compose empties the form.
Check the history
Email history lists every email under Outbound emails. Filter by Scheduled, Sent, Opened, Delivered, Bounced, Failed or Cancelled. Each email shows its status and when it was opened.
Follow up
Cancel stops a scheduled email, and Cancel all scheduled stops all of them. Nudge sends the lead a short follow-up to that email straight away, and Retry sends a failed one again.
