Smart Mail is a one-off email tool that enables you to send directly to leads in SharpSpring. This sales-focused tool makes it easier for your team to send powerful and personalized emails directly through SharpSpring.
In addition, Smart Mail facilitates a better hand-off from marketing teams to sales teams by organizing your emails through tags. This makes it easier for your sales team and business development team to quickly and efficiently locate the emails they need to send. Smart Mail was built with salespeople in mind. With Smart Mail, it takes only three clicks and about ten seconds to send from the lead record. This article will detail how to send Smart Mail.
The following user roles can send Smart Mails:
- Administrators
- Company Managers
- Marketing Managers
- Sales Managers
- Salespersons
- Jr. Salespersons
Article Contents
Smart Mail and Email Syncing
If a user has email syncing enabled, then any sent Smart Mail will be sent through their synced mailbox. This allows for better email delivery and personal, one-to-one communication. For example, if you are sending Smart Mail to emailuser2000@gmail.com, then the recipient will receive the email from your synced account—Gmail, in this case—and not a SharpSpring domain.
Smart Mail: Quick Send
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To immediately send Smart Mail as-is, do the following:
Currently, Smart Mail is only available directly on the lead's profile. |
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Important: You may only send Smart Mail using a verified domain for the from address.
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Smart Mail: Personalized
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To send personalized Smart Mail at a designated date and time, do the following:
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Important: You may only send Smart Mail using a verified domain for the from address.
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Smart Mail: Menu Features
When sending Smart Mail, there are many features available in the Smart Mail menu window.
View Recently Sent Emails
| In the Smart Mail menu, the Recent Emails section shows you which emails you have recently sent. This way, you do not have to search for the same email every time. |
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Smart Mail Filtering
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The Smart Mail menu offers different search filters to assist with your searches. The Filter by Name filter allows you to search for emails by name. The Filter by Tag filter allows you to search for emails based on tags. |
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Contact Reception
The Smart Mail menu shows you when a contact has already received an email. An 
orange dot indicates if the contact you selected has already received an email. This allows you to avoid sending the same email to the same lead.
Email Preview
| The Smart Mail menu allows you to preview an email before editing. When preparing to send a Smart Mail, you can see a preview of that email directly in the same window. This way, you have an idea of what the email looks like before quickly sending or personalizing the email. |
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Sending Smart Mails from Opportunities
You can send Smart Mails directly from opportunities. Certain tabs in opportunities have the option available. To send Smart Mails from an opportunity's Contacts tab, do the following:
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Options > Send Smart Mail.
Adding Signatures
You can add a custom email signature to the end of Smart Mails that you send through the Smart Mail window, but only after you first create the custom email signature. To add a signature to your Smart Mail, do the following:
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Insert Your Email Signature.
Once clicked, the Insert Your Email Signature tool will add your custom email signature to the bottom of your Smart Mail.
Frequently Asked Questions
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Q: Can I see Smart Mails in the Life of the Lead? Q: Can I see if the Smart Mail was opened? |
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Smart Mail icon for the email you want to view, then click View Smart Mail to see the mail they received.
Q: Are unsubscribe links required in a Smart Mail?
A: No. Unsubscribe links are currently only required for emails sent to a list or emails in an automation.
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