In your CINC platform, you have the ability to send a custom email. Keep in mind you do not have to make your emails fancy. You can send simple emails all day. This article will help those just looking to compose a basic email and it will help those looking to compose a more complex email.
From the video below, learn how to send a Email through CINC and Create Email Templates. Templates make it easy to send the same email content in the future and allows for the tracking your email's analytics.
There's a written guide on How to Compose an Email also provided after the video tutorial.
How To Compose an Email:
There are a few different ways to do so. The easiest way to compose an email is through "Quick Actions" or clicking directly on the client's email address.
Compose an Email via Quick Actions:
Compose an Email via Lead's Email Address:
Next you will see the Compose CINC Mail Message box pop in the bottom right area of your screen. This is where you'll be composing your new email. See photo:
Format Your Email
Now, you can start writing your message in the body of the CINC Mail Message box.
You can choose a Template that you have created or that currently exists in the CINC Platform. Please note, if you select a Text Message template, it will convert your email to a text.
You can compose your own custom message should you prefer.
If you're looking to include a photo in your emails, you can do so by selecting the symbol that looks like a small landscape photo. See photo below for reference.
If you're looking to include a hyperlink in your emails, you can do so by selecting the small chain symbol.
For more information about cool things you can do with emails see these additional articles below:
Finalize and Send your email
Once you've composed the message to your liking and previewed it (optional) Press Send once complete.
If you decide that you're not quite ready to send your email or need to revisit this email later, you do have the option to minimize the email to work on other things. You can minimize the email by selecting the first small arrow pointing downwards in the top right corner of the "Compose CINC Mail Message" box.
On the contrary, if you want to expand the Message box to make it bigger, select the two arrows pointing away from one another.
Need to email your leads in mass? Send mass messages through our CINC Messaging Wizard.
Looking to set up an automatic email cadence? Visit the AutoTracks Tutorial for instructions on how to automate your follow up sequences.
If there's anything you'd like to explore further when it comes to messaging your leads, feel free to reach out to our support team at firstname.lastname@example.org or call us at 855-246-2717.