Manually Send an Email

Brivity allows you to manually send email from a contact record, from a transaction, or from a list of contacts.

First of all, we highly recommend that each user Connect a Google Email to Brivity. If you don't, emails through Brivity will not have permission to use your email, and will send from messages@brivity.com. Here's some common Q&A about whether or not to use the Google Email integration

Here are all the ways you can Send an Email from Brivity

Step 1: Find the compose email window. There are 3 ways to do this.

* Option 1: If you see a teal envelope icon, click the envelope icon to write & send an email.

Email-1

* Option 2: In a contact record, click the Email Tab.

CLick EMail Tab

* Option 3: In a Transaction, click the bubble next to a contact and select Email.

bubble

Then choose Email as the interaction type.

Email-2

Step 2: An email modal will open. Write the email here, or Choose Email Template.

Send email

STEP 3: When you are done, Save & Send the email!

Save & Send-1

STEP 4: Sent emails show in the contact record Timeline.  Click on the emails to open.  

EMails in TImeline

Additional info:

You can send mass emails through Brivity. 

*View our Mass Emailing Warning here.