Why is this important?
Our flexible emailing feature allows you to send emails to specific groups of users, based on things like requests they're interested in, accounts they're linked to, or tags assigned to them. This makes your emails more personalized and allows you to conduct deep customer research at any time.
How to use Flexible Emailing:
The video below runs through several examples of how flexible emailing can help you:
How to use Flexible Emailing
1. From the request page
To email users who are interested in one request, navigate to the relevant request in whichever way you prefer - using browse, search, etc.
On the right hand side is a box labelled "Request activity". Click on the button called "Send Email". This will open the email pop-up flow.
Start by selecting whether the email should go out to everyone interested in this specific feature, or a subset of all existing users.
If you choose a subset, you'll be asked to narrow down users based on user or account tags. Learn more about tagging here.
The next step is to compose the email. You can enter the subject and edit the body of the email using markdown.
Once your email is ready to go, you can preview it, and then when you're happy you can send it.
2. From the browse page
You can also email users who are interested in multiple requests.
NOTE: This does not mean people who are all interested in request A, B, and C, for example. It means that anyone who is interested in A, anyone interested in B, and anyone interested in C will be emailed.
To do this, head over to the "Browse" view using the left-hand navigation.
Next to each request is a checkbox. Select the requests that you want to email about. Then on the right-hand side is a section labelled "Bulk actions".
Use the dropdown menu to select "Mail Requests".
This will open the pop-up email flow.
At this point you can choose to send the email to all users interested in these requests, or a subset of any users based on tags and accounts.
Once you've decided, you can compose the email. Enter the subject and edit the body of the email using markdown.
Once you're satisfied, take a look at the preview, and then when you're ready hit "Send Email".
3. From the account page
Sometimes you might want to email all users belonging to a specific account.
If so, navigate to the relevant account. Select "Customers" from the left-hand navigation, and then choose the account from the list.
Scroll down to the "Users" box on the left-hand navigation and click on "Send Email".
This will open the email pop-up flow.
As with the other two use cases, you can start by choosing whether you email all users associated with this account, or a certain subset of any users based on tags.
You can then compose the email, writing a subject line, and editing the body of the email using markdown.
Once the email has been composed, you can view a preview. If you're happy, then you can send it out.