Create and send any customer an email that has the same look and feel as your project, invoice, and payment notifications. If you intend to send the same email to multiple customers, we recommend using the Email Blast feature to save you time and streamline the process.
Create an Email
- Go to Customers in the left sidebar (desktop) or hamburger menu (mobile).
- Locate the correct customer in Customer List and click View Customer.
- Verify a valid email address is listed.
- Click the Send Email action in the upper right corner.
Build Your Message
- Subject (required) = this is the line of text your customer will see when the message arrives in their inbox. The limit is 95 characters (with spaces).
- Greeting (required) = the greeting will sit in front of the Customer Name to create a professional salutation for your meeting. If you do not make any changes, we will use Dear {Customer Name}. If you need to customize the way the name appears in the greeting, you must go back and edit the saved Customer Name.
- Message = type the body of your email message. Although the message is branded for your business, we recommend including a courteous closing line and your name or business name.
Click Preview Email to see a draft of what your customers will receive.
If the message looks good, click Send Email to send the message. Click back to return to the previous page and make changes. If you change your mind, click cancel in the upper right corner.