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How to Send an Email to a Contact

Go to “Contacts”

Click on “Contacts” from the left-hand menu.

Find the Contact

Use the search bar or scroll to locate the contact.

Click on their name to open the contact record.

In the contact’s profile, in the middle panel

Click the Email Tab

Compose the Email

Enter the subject and body of your email.

Optional: click “Templates” to insert a saved email template.

Review your message and click Send.

send email CRM boosterhub
How to Send a Text Message (SMS) to a Contact

Open “Contacts”

From the sidebar, go to Contacts.

Select the Contact

Find and click on the contact’s name.

Click “SMS” tab in the middle panel

Write Your Message

Type your message in the text box.

Optional: use a SMS template from the dropdown.

Click “Send”

send sms CRM booster hub
How to Send a Bulk Email Campaign

Go to “Marketing” > Emails Tab

Click another campaign Tab

Click New Button

Choose from blank or using templates

Build your email using some elements

Click SEND or SCHEDULE

complete and update the filters

Review and Send

CRM send email booster hub
How to Set Up and Use Templates for Emails

To Create a Template:

Go to “Marketing” > Emails Tab

Click Templates Tab

Click New Button and select Blank or Existing Templates

Build Your Email Templates

use some elements then click Save Template