Send Settings in the Email Designer

The Lead Gen & CRM Email Designer lets you create professional emails using drag-and-drop functionality, allowing you to push the limits of your creativity.

In this article, you'll learn about the Send Settings features in the Email Designer panel that is located at the left side of every email in the Lead Gen & CRM platform. For an overview of all available options within the Email Designer panel, read the Email Designer Panel Overview article. 

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Article Contents

• Regarding Email Creation
• Send Settings

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Email

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Regarding Email Creation

To create an email in Lead Gen & CRM, you must first start with a template. While using either a created template or an existing template is up to you, emails can only be created by using a template.

Refer to the following articles for more information on the email creation process:

Send Settings

The    Send Settings menu allows you to edit the email's general settings. The settings are as follows: 

Click to enlarge.

In addition, the Send Settings menu offers more technical options. These are presented in the form of checkboxes. When checked, these options do the following:

• The    Can Send Multiple Times to One Person option allows the email to be sent repeatedly to the same person or list. When left unchecked, duplicate emails are suppressed.
  
  
• The    Make Available as a Smart Mail in Contact Manager option turns this email into a Smart Mail.
  
  
• The    Send from Lead Owner When Sending from Automation Engine option will send the email from the user-designated owner of the lead.
  
  
• The    Include View in Browser Link option allows the recipient to view the email in their browser.