Old UI - Creating a Manual Email Step

Why send emails manually?

Emails in QuickMail can be set to be sent manually when the emails need a rework or major editing before sending them.
When a prospect goes to an email step set to be sent manually, the email goes to the Opportunities.
Opportunities are where you can review or edit emails before sending emails manually.

It is also useful to set the emails to be manually sent when you are working in a team.

When emails are set to be sent manually, other team members have the chance to add their expertise to the emails, review the emails, or complete the emails before sending them.

Additionally, sending emails manually can be useful when an email needs a lot of personalization for each prospect.
For example, if you want the 1st email step of your campaign to be a unique email for each prospect, but the follow-ups are all the same,
you can set the 1st email step of your campaign to be sent manually. 

Note: For minimal personalization, you can just use Custom Attributes instead of sending emails manually.  

How to create manual emails?

To set an email step to be sent manually tick the Send Manually checkbox when creating the email step.

Where to send emails manually?

Once a prospect goes into an email step that is set to be sent manually, the email will go to the Opportunities page as a draft.

To send them go to Opportunities -> Select by assignment -> Open each opportunity to complete and send


Note: emails that must be sent manually can't be sent in bulk.

So if you have 500 emails that you should send manually, you have to go through each of them and send them one by one.

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