{"id":940,"date":"2021-12-14T11:15:21","date_gmt":"2021-12-14T11:15:21","guid":{"rendered":"https:\/\/www.smartsaleerp.com\/helpdesk\/?post_type=ht_kb&#038;p=940"},"modified":"2022-02-09T09:58:10","modified_gmt":"2022-02-09T09:58:10","slug":"how-to-send-emails","status":"publish","type":"ht_kb","link":"https:\/\/www.smartsaleerp.com\/helpdesk\/knowledge-base\/how-to-send-emails\/","title":{"rendered":"HOW TO SEND EMAILS"},"content":{"rendered":"<ol>\n<li>Click on the CRM &amp; Messaging tab.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-941 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325.png\" alt=\"\" width=\"627\" height=\"156\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325.png 627w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325-600x149.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325-200x50.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325-50x12.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325-60x15.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f1-e1637576633325-100x25.png 100w\" sizes=\"auto, (max-width: 627px) 100vw, 627px\" \/><\/a><\/li>\n<li>From the drop-down menu, select \u201cCompose Email\u201d [to display the compose email platform].<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-942\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2.png\" alt=\"\" width=\"642\" height=\"334\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2.png 642w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2-600x312.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2-200x104.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2-50x26.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2-60x31.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f2-100x52.png 100w\" sizes=\"auto, (max-width: 642px) 100vw, 642px\" \/><\/a><\/li>\n<li>Click on the &#8220;To&#8221; dropdown to either send an email to all of your clients or staff at once. However, when you want to send an individual email, enter the recipient&#8217;s\u00a0 address by either typing the actual email address or enter the name of the person [be it customer or supplier]; the latter only works when the person is registered on the system. <a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-943\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3.png\" alt=\"\" width=\"510\" height=\"470\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3.png 510w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3-200x184.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3-50x46.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3-60x55.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f3-100x92.png 100w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/a><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-944\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4.png\" alt=\"\" width=\"744\" height=\"507\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4.png 744w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4-600x409.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4-200x136.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4-50x34.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4-60x41.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f4-100x68.png 100w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/a><\/li>\n<li>Input the subject of the email<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-945\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5.png\" alt=\"\" width=\"936\" height=\"100\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5.png 936w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5-600x64.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5-200x21.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5-768x82.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5-50x5.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5-60x6.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f5-100x11.png 100w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/a><\/li>\n<li>Compose your email in the text area.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-946\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6.png\" alt=\"\" width=\"758\" height=\"498\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6.png 758w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6-600x394.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6-200x131.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6-50x33.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6-60x39.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f6-100x66.png 100w\" sizes=\"auto, (max-width: 758px) 100vw, 758px\" \/><\/a><\/li>\n<li>Should you need to attach a file, click on the attachment button; choose the file then click on the open button of the dialog box.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-947\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7.png\" alt=\"\" width=\"464\" height=\"235\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7.png 464w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7-200x101.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7-50x25.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7-60x30.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f7-100x51.png 100w\" sizes=\"auto, (max-width: 464px) 100vw, 464px\" \/><\/a><\/li>\n<li>Send the email by clicking on the arrow head button located at the top right corner of the page.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-948\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8.png\" alt=\"\" width=\"464\" height=\"235\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8.png 464w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8-200x101.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8-50x25.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8-60x30.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f8-100x51.png 100w\" sizes=\"auto, (max-width: 464px) 100vw, 464px\" \/><\/a><\/li>\n<\/ol>\n<p>NB: Templates (Customized messages) have been set up for your choosing. Choose the template you want and edit it.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-949\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9.png\" alt=\"\" width=\"1149\" height=\"192\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9.png 1149w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9-600x100.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9-200x33.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9-768x128.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9-50x8.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9-60x10.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2021\/11\/f9-100x17.png 100w\" sizes=\"auto, (max-width: 1149px) 100vw, 1149px\" \/><\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"How to send emails\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/h-PcVrsK45Y?list=PLF62JtkFHNekhnZwlhmvsJ1uaES9AXjG3\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Click on the CRM &amp; Messaging tab. From the drop-down menu, select \u201cCompose Email\u201d [to display the compose email platform]. Click on the &#8220;To&#8221; dropdown to either send an email to all of your clients or staff at once. However, when you want to send an individual email, enter the&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[27],"class_list":["post-940","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-how-to-guides","ht_kb_tag-email-and-sms-messages"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/comments?post=940"}],"version-history":[{"count":4,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/940\/revisions"}],"predecessor-version":[{"id":1274,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/940\/revisions\/1274"}],"wp:attachment":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/media?parent=940"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-category?post=940"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-tag?post=940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}