Smart Mail is a tool that lets you send one-off emails to your leads, from the Contacts section in the Lead Gen & CRM platform.
This sales-focused tool makes it easier for your team to send powerful and personalized emails directly to contacts instead of sending them to a List.
Starting with a template, designate an email to be a Smart Mail, making it available to send from the Contact Manager. You can also update existing emails.
In this article, you'll learn how to create Smart Mail.
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Creating A New Smart Mail Email
All Smart Mail are emails, but not all emails are Smart Mail. You must designate a created email to be a Smart Mail.
You must first create an email using a Lead Gen & CRM template. While using either a created template or a pre-made Lead Gen & CRM template is up to you, emails can only be created by using a template.
To create Smart Mail email from an email template, begin on the Email page found in the left toolbar.
- Click Create
- Click Create Email.
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- Choose a template folder.
- Hover over an email template and click + New Email from Template.
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Note: To learn more about the different types of pre-made templates available, refer to our Creating Emails From Templates article. - Title your email.
- Optionally, if you have Granular Unsubscribes enabled, select an unsubscribe category.
- Click the Make Available as a Smart Mail in Contact Manager checkbox.
Important: Do not click the view in browser checkbox. Smart Mails must use the merge variable instead. - Click Add Email.
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- Click Save.
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Once you have created a Smart Mail email, you will need to customize its look and content using the Email Designer. Refer to the following articles for more information on designing emails:
Making An Existing Email A Smart Mail
To send an email that has already been created, but was not designated a Smart Mail, update the email's Send Settings to make it a Smart Mail email.
Start from an existing email, in the Email page found in the left toolbar.
- Click
Edit Email.
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- Click on Send Settings.
- Check the Make Available as a Smart Mail in Contact Manager checkbox.
- Save the email.
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To learn more about sending Smart Mail from Contacts and from Opportunities, read Sending Smart Mail.