In Raynet, you can now easily create and send an email directly from the integrated inbox. This step-by-step guide will walk you through the process of writing a new email, adding the necessary contacts and taking full advantage of the editor's capabilities.
How an email can be created in Raynet
Before we show how to create the email itself, let's go through all the ways that emails can be created in Raynet:
- Incoming and outgoing emails: Emails delivered to the INBOX or sent via OUTBOX.
- Email Assistant: You can import emails into the system and link them to existing records using the Email Assistant.
- API: Emails can also be added to the system via API.
Creating a new email in the Inbox
To create a new email in Raynet, go to the Inbox section and click the green New email button. This will open an editor where you can add the recipient's email address, subject and message. In the editor, you have all the tools you need for text formatting.
If you add a Contact as the recipient who is linked to an Account, the Record Context panel will appear on the right and the Account name will be added automatically. By clicking on the pencil icon, you can link that email to other record types in the CRM system, making it easier to track the context of your communication.
There is also an Attachments panel on the right where you can easily drag and drop documents, or click the Select files button to add an attachment directly from your computer.
If you select an email address that is already stored in Raynet with a Contact or Account, the email address will be highlighted in blue. Email addresses that Raynet does not recognize will be highlighted in yellow and the email will be automatically unraynetted. If you enter an invalid email address, a red X will appear in front of it to notify you.
Once you have your email ready, you can easily send it using the green Send Now button. But if you want to send the email later, you can use the Schedule button and choose a specific date and time to send the message.
If you click the X in the top right corner during email creation, a pop-up window will appear with options for what to do with the email you are working on. You can choose whether to save the email to Drafts by clicking the Save to drafts button, or whether to move it to Trash by clicking the Discard button.
There is a lock icon on the bottom right that you can use to change the Security Level of the email. This feature allows you to set who can see the email and what level of protection is applied to the sent message.