How To Send An Email Within VanillaSoft

With VanillaSoft, you're able to send emails to your contacts by using either an Email Template or draft an email from scratch. If a contact replies to your email, that email will go to your direct mailbox where further conversation can be had. VanillaSoft does not receive or store any replies.

Note: VanillaSoft does not allow the sending of emails from a ‘free’ email address such as Gmail, Yahoo, Hotmail, etc. unless you are set up to use an SMTP server. Read more on this in our Setting Up Your Email Account article. 

 

Send an Email as an Admin

  1. Log in to VanillaSoft as an Admin
  2. Select the desired Project.
  3. Open the Contacts & Reports menu and select Search Contacts.
  4. Search for the contact and open their Contact Information page.
  5. Open the Email tab from the top of the page.
  6. Click on the Send Email button (shown below).
  7. Choose the template you would like to use then click Next.
    • Or just click Next, to start from a blank email
  8. When you're ready to send your email, click Send.

mceclip1.png

 

Send an Email as a Caller

  1. Log in to VanillaSoft as a Caller.
  2. With contact in front of you (you may need to search), click the Email Icon (shown below).
  3. Choose the template you would like to use then click Next.
    • Or just click Next, to start from a blank email
  4. When you're ready to send your email, click Send.

mceclip0.png

 

 

Was this article helpful?

Have more questions? Submit a Ticket