How to Send Direct Emails to Contacts

1. On the left navigation, click Leads & Contacts > Contacts.
2. Use the search bar to quickly find your contact(s). 
   • Search by name, email, or phone number.
3. Check the box next to each contact name. 
4. Click Actions > Send email.
5. Use the search bar, folders, and tags to quickly find your email template. 
6. Next to the email template, click Actions > Send.  
7. (Optional) Edit the email content and message settings (if applicable).
8. Click Send Message. 

Tip
It's always good practice to preview your email before you send it. 

Notes

• Enhanced On-Time Delivery – To increase the likelihood of email being delivered on time, the platform executes a pre-processing action for emails scheduled more than 24 hours in advance. This action runs within 24 hours of the scheduled send time.
• Cancellation Window – To provide flexibility for last-minute changes, scheduled emails can be canceled via the Email Stats page until 15 minutes before the scheduled send time. If you attempt to cancel closer to the scheduled send time, the request cannot be processed in time.