Send a One-Off Email
Role:
Agent
An email can be sent outside of a sequence by navigating to the Lead or Contact profile page and clicking the “Send Email” button. This allows you to send emails that are not part of any sequence workflow.
Sending a One-Off Email
Navigate to Lead or Contact Record
- Navigate to the Lead or Contact profile page in Salesforce
- Scroll to the Guided Selling component (if the Lead or Contact is associated with a sequence)
- Click the “Send Email” button
Compose Your Email
- Enter a subject for your email
- Compose the email body using the Rich Text Editor
- You can use:
- Merge Fields: Insert dynamic fields that will be populated from the Lead or Contact record
- Snippets: Insert pre-written content blocks
- Formatting: Use the Rich Text Editor formatting options
- Optionally add Cc and Bcc recipients
Send the Email
- Review your email content
- Click Send to dispatch the email
Email Requirements
For the “Send Email” button to be available:
- The Lead or Contact must have their email field populated
- The Lead/Contact’s “Email Opt Out” field (
HasOptedOutOfEmail) should be unchecked
Email Tracking
Upon sending an email, a Conversation record is created, which includes a Lookup field linking to the respective Lead or Contact.
The created Conversation record tracks various metrics, including:
- Email Sent
- Email Sent Date
- Email Opened
- Email Opened Date
- Email Replied
- Email Replied Date
- Email Replies
- Email Links Clicked
Use Cases
One-off emails are useful for:
- Responding to specific inquiries
- Sending personalized messages outside of sequences
- Following up on ad-hoc requests
- Sending time-sensitive information
- Custom communications that don’t fit standard sequences
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