How do I send an Email?

Sending an email through the Salesdialers system can only be done during an actual calling campaign to set up and send emails follow the steps below.

Once you have created an email template you wish to send to customers and you then want to assign it to your campaign you must first go to your “View Campaigns” page on the top left hand side of your Salesdialers account in the function tabs (phone shaped button). Once on the “View Campaigns” page, press the pencil shaped “Edit” button on the right side of the campaign you wish to add the email to.

You will then be taken to the “Editing Campaign Options” page, next scroll down to the bottom of the page and then press the check mark box labeled “Send Email”. After pressing this box it will then open the email options for your campaign where you can then select from the three different email options.

The First is “Single Email” where you can select just one of your pre-made email templates and every time you send an email out from your campaign it will send out just the one you selected.

Next is “Automatic Follow-up Email” also known as “Drip Email” where using the “Drip Email” function you can create scheduled set of emails to go out to your customer over a set number of days.

And lastly is “Allow me to Choose while Sending” this option lets your select from as many of your pre-made email templates as you want (you select them by pressing ctrl+left click) and with this option when you go to send out an email to a customer during a campaign you will be allowed to select which template you wish to send out with a small drop down box.

Once you have selected the type of email you wish to send, you can then press update at the bottom of the page to save your settings.

Next step is when you are actually running your campaign; when a customer’s call connects in and there information box appears under the call boxes, inside this box will be the “Send Mail” button at the bottom with the other disposition buttons.

When you press the “Send Mail” button a small dialog window will then open with a space for you to enter the customers email address (the email address will auto populate if you already had their address on file). You can then type in the customers email address (if you have “Allow me to Choose while Sending” a drop down box will also be shown where you can then select the template you wish to use), once you have typed in the customers email address you can then press “Send” to send your email out. Now it will also save that customers email address to their details and will be available for you to use if you wish to email them again.