Send a direct one-to-one email from a deal record

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You can send direct one-to-one emails to a contact right from their deal record. You can use this feature to set up a meeting or schedule a follow-up call with the contact.

To learn how to send an automated one-to-one email, visit How to send one-to-one sales emails with automation.

Take note

  • Contacts do not need to be subscribed to a list to receive a direct one-to-one email
  • One-to-one emails do not contain an unsubscribe link
  • To learn how to send a direct one-to-one email to a contact from the Contacts Overview page or a Contact Record, visit the "How to send a one-to-one email to a contact" help article

About sending direct one-to-one emails from a deal record

If you connected your email account to the CRM, you can use it to send direct one-to-one emails to contacts right from your ActiveCampaign account. When you do, it will use your email account to send the email and not ActiveCampaign's servers. This also lets you:

  • Use a Cc or a Bcc
  • Track opens, link click, and reply activity
  • Trigger automations based on engagement activity (opens, clicks, replies)
  • View the sent email on the contact's activity stream
  • View the sent email on the "Emails" tab on the contact record
  • View the sent email on the "Emails" tab on the deal record
  • View email engagement activity on the contact's activity stream
  • View your sent emails in the Sent folder of your email inbox
  • Sync follow-up email correspondence to your ActiveCampaign account

To learn how to connect your email account, visit the "Connect your email account to Deals CRM" help article.

If you haven't connected your email account to the CRM, you can still send direct one-to-one emails to contacts using the instructions below. However, these will be sent from ActiveCampaign's servers instead of your email account. This sending option has limited benefits, all of which are listed below:

  • View the sent email on the contact's activity stream
  • View the sent email on the "Emails" tab on the contact record
  • View the sent email on the "Emails" tab on the deal record
  • Use the "Opens/reads an email" > "1:1 email" > "Any 1:1 email" automation trigger

Send a direct one-to-one email from a deal record

  1. Click Deals to navigate to the Deals page.
  2. Locate the deal, then click the deal name to open the deal record.
  3. Open the email composer. To do so, you can take any one of the following three actions: 
    • Click the "Actions" button, then click "Send an email"
    • Go to the Contacts section of the deal record and click the email address of the contact you wish to send an email to
    • Click the "Emails" tab at the bottom of the Deal record and click "Send an email"
  4. The email composer will load. Set the "To" email address. This is the email address of the contact who will receive your email. Note that the recipient must be a contact associated with the deal. You can only select one contact.
  5. The "From" email address is set for you by default and will show your connected email address. You can switch the "From" email address to any email address connected to deals.
    • If your email account is not connected, we'll show your ActiveCampaign account email address here.
  6. Optional: Set a Cc and or a Bcc (connected email accounts only). To set up this option:

      • Click either Cc or Bcc
      • Type the email address into the field provided
  7. Type the subject line into the subject line field.
  8. Type the message into the message field.
  9. Optional: Style and format your message.
    • Use the bold, italics, and underline options to point out important information
    • Hyperlink text by using the "Link" icon
    • Use the bullet options to create bulleted lists
  10. Tracking for opens and link clicks is already turned on for you. You can also track replies or turn all tracking options off. To do so:
      • Click the "Report" icon
        Reporting_icon.png
      • A modal window will appear. To turn on Reply Tracking, click the "Reply Tracking" checkbox
      • To turn off Open or Link tracking, uncheck the appropriate boxes

      Tracking capabilities are available for connected email accounts only.

  11. Optional: Use Saved Responses.
    • Click the "Saved Response" icon

      saved_responses_icon.png
    • Click the saved response you wish to insert into your email
  12. Optional: Personalize the email.
    • Click the personalize option ("Lightning Bolt" icon)
      personalize_icon.png
    • Click the attribute you wish to insert into your email. Note that you'll need to scroll down to see all attributes in this box. If any personalization tags appear in red, then the contact does not have a value for that field. You need to add a value for that field before sending your message
  13. Optional: Add the contact to an automation. You can add the contact to any active automation when the email is sent or when a reply to your message is received. To do so:
    • Click the "Automate this email" icon

      Automate_icon.png
    • A modal window will open. Click the automation dropdown
    • Click the automation you wish to add the contact to
    • Then add the contact to the automation when you send the email or when they reply
    • Click the "Save" button
  14. When finished, click the "Send" button to send the email to your contact.
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