Lesson Progress:

In this lesson, you will learn how to send an email to your clients in Sprout Studio.

Make sure you've done the prerequisites first ☝️:

  • First one
  • Second one
  • Third one

To send an email in Sprout:

  1. Click the “Quick Add” button and then click “Email.”
  2. Type in the email address of your recipient or click the “+” button to add a contact from your account.
  3. To add an email template, click the “Apply Template” button and then select the template of your choice.
  4. To add variables directly into the email click the “+ Variable” button.
  5. To add file attachments click the “Add Attachment” button located in the bottom left corner of the email.
  6. Click “Send Now” to send the email now or “Send Later” to schedule the email for a later time.

Variation

To send an email directly to a lead:

  1. Click the “Leads” menu on the left side to open the leads list page.
  2. Click the “Quick Action” button in the top right and click “Send Email” button.

Or

  1. Click the “Leads” menu on the left side to open the leads list page.
  2. Click the “Emails” menu on the left side and click the “Compose New” button.

Variation

You can also send an email directly from a contact.

To do this:

1. Click the Contacts menu on the left side to open the contacts list page.

2. Click the contact you wish to send the email to.

3. Click “+” button in the top right and then click “Email” to create a new email with this contact as the recipient.

Check out these help docs related to emailing clients through Sprout Studio: