Send a Custom Email

Send a one-time email to any customer directly from their record to communicate quickly, while automatically saving a full history of the email content and performance metrics within Commerce7.

1. On a customer record, go to Actions > Send Custom Email.
   
   
2. Choose a design: Email Theme or Personal Email.
   1. Select Personal Email to send a text email (without the extra styling like your logo or background color).
      
   2. Example of what this looks like to the customer:
      
   3. Choose Email Theme to use a custom Email Template that you've created.
      
   4. Here's an example of what it looks like to your customer:
      
3. Enter a Subject Line and Email Content.
4. Click Send Email.
   1. The email will be sent to all email addresses stored on the contact record, just like Transaction or Campaign emails.
5. To review the email that was sent and see engagement metrics such as opens and clicks, open the customer record and go to the Email tab.