Learn how to effortlessly send messages via email in Aesthetix CRM with this user-friendly guide. Discover the easy-to-follow steps for composing and sending emails directly from the platform, streamlining your communication process. This tutorial provides clear instructions on how to draft emails, add recipients, and personalize messages, empowering you to engage with contacts effectively. Whether you're following up on leads or nurturing client relationships, mastering email sending in Aesthetix CRM ensures you make the most of this powerful communication tool.
1. Navigate to your Inbox.
2. Choose a contact to message.
3. Click on the 'Email' tab.
4. Craft your email content.
5. Personalize your email.
6. Access the 'Trigger Links' option.
7. Configure formatting options for your email.
8. Attach required files.
9. Incorporate the link to your email.
10. Select and finalize your link.
11. Add an image.
12. Provide required image details.
13. Embellish your email with emojis.
14. Add a predefined template to your email.
15. Choose your preferred template.
16. Access 'Email Payment Links'.
17. Submit necessary details for payment request.
18. Clear all changes to start fresh.
19. Send the drafted email.
20. Schedule your email for a later time.
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How to Send Emails to Contacts in the Inbox | Aesthetix CRM
