How to send an email from the desktop app

Sending an email through your desktop app is straightforward and efficient. This guide will walk you through the key steps:

On this page:

Send an email to one person

Click "Send Email" in the Main Navigation Menu.

Select the Email Template you want to use.

Enter the recipient's information. Double-check that all the information is accurate and complete before clicking on Next.

This page displays the Email Template Workspace.

Please fill in all the required details to ensure the template looks good. If you prefer, you can click "Preview" before sending the message.

Check if all aspects are in order and ready to send; click "Send Now" or "Schedule Send."

The following message will be displayed if you select the "Schedule Send" option.

You can send the email once everything is set and ready to go.

To send a campaign email to your contacts, please follow these steps:

Click Send Email in the Navigation Menu.

Select Send Campaign.

You can choose the Email Template you will use.

The Preview Screen will appear.

Once you click Next, this screen will appear and let you choose the Email List.

This screen will appear. You can click "Send Now" or "Schedule for delivery in the future."

The message will display when you choose the "Schedule for delivery in the future" option. You can set the date and time as you prefer.

Once all is set, you may now select "Schedule Delivery."

To quickly share a presentation, please follow these steps:

Navigate to My Content Library.

This page displays Presentations.

To the right of a Presentation, click the Paper Airplane icon.

From the drop-down menu, click Quick Share.

Select a contact from the drop-down menu.

It's possible to add multiple contacts.

When done, click Send.