You send emails from inside ProspectSafari through your own mailbox, as you. Every email sent to or received from a contact lands on the prospect's timeline with its opens and clicks, so the whole team sees the history.
First connect your mailbox: see Email integration. Connecting a mailbox and sending need a subscription (a free trial counts).
Open the email form
- In the prospect view, click a contact's email address, or double-click the "Email" button above the timeline (a single click only filters the timeline to emails).
- In the list view, click a contact's email address.
- The "Email" button is also in the sales inbox, the list view's slide-in timeline and the calendar.
Send an email
- The form's title is "Send Email". Pick "From" (your own addresses only), "To" (the prospect's contacts and their addresses) and the "Deal" when the prospect has deals.
- Optional links at the top: "Schedule" (adds a "Date" to send later), "Cc", "Bcc" and "Reply to".
- Below "To" you see the address's "Email status: ...". An address that hasn't been checked has a "Verify" button (it uses credits, as its hover text says, and needs the email enrichment add-on). For an invalid, very risky, disposable, bounced or unsubscribed address the form says "We recommend not to send an email to this address!"
- Tick "Include unsubscribe link" to add an "Unsubscribe" link at the bottom.
- Type the "Subject" and your text, then click "Send".
Type $ in the text to insert a placeholder such as the contact's first name, and [[ to insert a short code. If you close the form without sending, what you typed is kept as a draft: a round button at the bottom right reopens it.
Send a template or a sequence
The icons at the top right of the form switch it to "Send template" or "Send sequence".
- Template: choose it under "Template Folder" / "Template". Its "Notes" and a "(preview ...)" button show, plus a "Placeholders" box for any custom text the template asks for. See Templates.
- Sequence: choose it under "Sequence Folder" / "Sequence". Each step is listed as "Wait ... : <template>" with a "(preview)" button. Fill in the placeholders once for all steps; "Send" schedules every step at once. See Sequences.
After sending
On the timeline a sent email shows "Sent", then "Opened (n)" or "Clicked (n)"; click it to see each open and click with its time, or to "Forward" it. A scheduled email shows "Scheduled": you can "Send now" or "Delete" it, but not edit it. Received emails show "New" or "Received" with "Reply" and "Forward".
Good to know:
- Emails go out in order, within your mailbox's sending limits (daily, hourly and a delay between emails). Emails over a limit wait and go out later. The sales inbox's "Going out" tab lists what is scheduled.
- Sending or scheduling an email moves a "New" prospect to "Contact attempted".
- Opens and clicks are tracked on every email sent from ProspectSafari, and links are tracked automatically.
- Placeholders are not filled in the subject line.
- Emails are sent one prospect at a time: there is no bulk sending from the list view.