There are two ways to send emails from within Salpo. The first uses our standard IMAP connector and the second uses or direct Outlook integration. The Outlook integration permits for using the email template feature as well.
Sending an email via Outlook
To see how to set up the Outlook email sync, check out our Integrating with Outlook documentation.
To see how to create an Email Template, check out our associated Template documentation.
Once a User's email is synced, the User will be able to email directly from within Salpo via Outlook and use any pre-built email templates. To send an email, navigate to the appropriate record's profile page > click the green Add drop-down button > and select the Send Email option.
A compose email window will open with all of the standard email functionality available in addition to a Template picker.
The From field within the compose window will always be disabled because the integration will always use the logged in User's synced email account as the From Contact.
The To field will always default to the Module's associated Contact's primary email address. The User can then add additional To, CC and Bcc Contacts to the email. If there is no Contact email address connected to the record, the User will be prompted to select a recipient.
If sending the email from a Module profile page, the record Tag can be included within the Subject line to ensure a copy of the email populates against the Module profile page as well as the Contact's.
The Template picker will default to 'Blank.' Using the Blank Template allows the User to customise the email body content before sending. If not using the Blank Template, the User can select one option from a list of all the Email Templates built for that specific Module. Upon selecting a pre-built Template, the templated content will populate into the Body of the email. The User can apply any customisations to the templated content once it has populated within the body of the email.
If using a Blank Template, the email body will remain blank until customised by the User.
Files can be attached to the email by uploading a file via the Computer File Manager, from the record's File tab within the profile page, or dragging and dropping the file into the email.
When ready to send, the User can send a copy to themself so that a record goes to his/her Outlook account. Upon sending, the email will be recorded within the Communication in the CRM against that record's profile page and any other tagged Module profile pages.