How to Send an Email from Conversations

Emails you send from Conversations are saved in the customer's thread next to their WhatsApp, SMS and call history, so your whole team can see what was said.

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Start an email

1. Open Conversations and click the contact.
2. Click Email at the bottom left of the conversation.

Fill in the email details

• From Name and From Email: who the email appears to come from. Use your business name and an address on your own domain for the best delivery.
• To: the customer's email address (filled in from their contact record).
• Subject: keep it short and clear.
• CC and BCC: copy in a colleague or your accounts team if needed.
• Message: write your email and use the formatting bar for bold text, lists and links.

Handy extras

• Custom values (+ icon): insert the customer's name or other details automatically.
• Link icon: add a link and choose whether it opens in a new tab.
• Paperclip: attach quotes, invoices or brochures.
• Template icon: load a saved email template.
• Money icon: send a payment request in KES that the customer can pay with M-Pesa or card, depending on your connected payment provider.

Send it

Click Send Now, or use the timer icon to schedule it. See How to Schedule a Message in Conversations for the steps and how to cancel a scheduled email.

Careful: the Clear button and the four-corners collapse icon both erase your draft, and this cannot be undone.

Need help?

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