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

Click "Send Email" in the Main Navigation Menu.

Select the Email Template you want to use.

Enter the recipient's information. You can search and add your contacts individually or use your email list.

Next, please share the file links. If a template needs you to include files, a helpful message will appear below.

This page displays the Email Template Workspace.

Please check all 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 " or "Schedule."

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

Notice that you can tick the box to be notified of email bounces. Once everything is set and ready to go, you can send the email.

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.