Emailing from the contact management system

A while back we’ve added a feature that allows users to send emails to their contacts from within the contact management system. It’s a convenience feature which we’re planning to expand into more: analytics, clicks/opens tracking, bulk emailing, etc.

Here are a few things about this feature…

1. It sends the email via the Clevertim email servers but users will see it as coming from your email address – that is the email address that you used when you signed up for your Clevertim account

2. Because they see it as coming from your email address, any replies will go back to your email address – into your inbox (that could be gmail, yahoo, outlook, depending on what you are normally using to read your email). It will not come into Clevertim, so it means replies will not be automatically updating your Clevertim account. Use the Email dropbox feature and forward those replies to your dedicated email dropbox address to file them into Clevertim.

3. You can CC/BCC only users within your own companies (your own colleagues using Clevertim with you) or contacts working for the same company (relies on the Company field being populated for the contacts). This is to minimize the risk of sending emails to the wrong people.

4. Similar to notes, for emails, you can attach files from your local drive or from Dropbox or Google Drive and they will be emailed as attachments with your email. Dropbox and Google Drive give you two options:
a) grab a snapshot of the file from Dropbox/Google Drive and send it along as an attachment (your contacts will see it as any other file you attach from your local box – they will not need access to Dropbox or Google Drive)
b) send it as a link to Dropbox/Google Drive – this means your contacts will need access to your Dropbox/Google Drive for that file. This has the advantage that you can continue to update the file and your contacts will see those updates.

5. If the email bounces back because it cannot be delivered to one of the recipients, you will see a ‘sad face’ icon next to the email address that couldn’t be delivered to. A blue happy face means the email was delivered successfully to that email address. When a bounce happens, you will also see the reason for the bounce when you hover over the ‘sad face’ icon. You will also get an email telling you about the bounce.

6. Certain email providers disallow this type of sending emails on their behalf, so if you’re using a @yahoo.com email address or a @facebook.com email address, this feature will not work properly, simply because Yahoo and Facebook have disallowed it.

7. Any problems with this feature, don’t hesitate to contact us, we’re here to help.