The following steps are to be followed in order to send emails from the Zailab platform.
Step 1: From the contact card click on the email tab as shown below.
Step 2: Once the email tab is selected, expand this tab by clicking on the expand button as displayed below.
Step 3: The expanded email tab will now be displayed. You are now free to type out your email as you please. A subject must be entered into the subject field in order for the “Send” button to become available.
*imp - Only clients with email addresses linked to their contact cards will have the email address automatically filled in under the “to” section. Additional recipients can be added manually.
Step 4: Once you have completed your email and have entered a subject you can click on the “Send” button to send off your email to the selected recipient.
Agents are also able to CC or BCC additional recipients by clicking on the CC or BCC text and manually adding the email address to the required field.
Agents also have access to basic text editing features such as:
- Making text bold
- underlining text
- putting a line through text
- Bullet points
- numbered points
- Text fonts
- Text color editing
- Text background color
- Text alignment
- Image uploading
- Removal of formatting
- Canned responses (implemented by an Administrator)
- Attachment uploading