Creating Smart Mail

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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Article Contents

• Creating A New Smart Mail Email
• Making An Existing Email A Smart Mail 

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Emails

Users:

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

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. 

1. Click Create
2. Click Create Email.
   
   

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3. Choose a template folder.
4. 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.
5. Title your email. 
6. Optionally, if you have Granular Unsubscribes enabled, select an unsubscribe category.
7. 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.
8. Click Add Email.
   
   

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9. 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:

• Email Designer Panel Overview
• Email Layout Editor Overview
• Email Content Editor Overview

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. 

1. Click    Edit Email.
   
   

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2. Click on Send Settings. 
3. Check the Make Available as a Smart Mail in Contact Manager checkbox. 
4. Save the email. 
   
   

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To learn more about sending Smart Mail from Contacts and from Opportunities, read Sending Smart Mail.