Sending emails manually
Why send emails manually?
When a prospect goes to an email step that is set to be sent manually, the email goes to the Outbox.
The Outbox is where you can review or edit emails before sending the emails manually.
It is also useful to set the emails to be manually sent when you are working in a team.
When emails are set to be sent manually, other team members have the opportunity to add their expertise to the emails, review the emails, or complete the emails before sending them.
For example, if you want the 1st email step of your campaign to be a unique email for each prospect, but the follow-ups are all the same,
you can set the 1st email step of your campaign to be sent manually.
How to create manual emails?
Where to send emails manually?
Once a prospect goes into an email step that is set to be sent manually, the email will go to the Outbox.
You can check your Outbox by going to Actions -> Outbox.
From your Outbox, go through each email and make the necessary edits.
Note: emails that must be sent manually can't be sent in bulk.
So if you have 500 emails that you should send manually, you have to go through each of them and send them one by one.