How to Create a One-Off email from the Contact Record

One-off emails can be sent directly from a contact record as long as there is an email address associated with that contact.

From the contact record, click Send Email at the top of the page.

The screen will pop up, and you can begin creating your email. All fields with an asterisk are required.

Email To – The email that will be receiving the email. If there is more than one email address associated with this contact, you will need to choose the appropriate email address from the dropdown.

Email From – The email address from which this email is being sent. The default is ‘DoNotReply’ but this can be customized.

Subject – Line to summarize the emails content.

Email Reply To - This is the email address to which you would like any replies to be sent. Since you cannot receive emails directly in Eleo, you can set up an email address in your settings for your constituents to respond to.

To create the body of the email, you would use the Available Fields located on the right. These fields will populate with the specific information for this contact. OR you can create and use a template. Templates can be selected from the dropdown.

If you would like, you have the option to send a test email to yourself. You can do this by clicking Send Test Email located at the bottom right. This will send the email to the email address that is associated with your user account.

When you are finished creating your email, you can send it right away by clicking Send Email or you can schedule to have it sent at a later date.

Selecting the button Send At, will give you a calendar and time option pop up where you can select a future date/time to send this email.