Outbound Email

Send emails directly from Autoch.at

Outbound Email (at Conversations > Outbound Email) lets you compose and send emails to your clients without leaving Autoch.at. Whether you need to send a single follow-up or a batch message to a segment of your client list, you can do it here.

This is different from email workflows — workflows are automated and trigger-based. Outbound Email is for when you want to send a message manually, on demand.

Sending a one-off email

1. Go to Conversations > Outbound Email.
2. Click Compose.
3. In the To field, search for the client by name or email address.
4. Add a subject line.
5. Write your message. You can use the formatting toolbar to add bold, italics, links, and images.
6. Click Send.

The email is sent immediately and a record of it appears in the client's conversation history.

Sending to multiple recipients

If you need to send the same message to multiple clients:

1. Click Compose.
2. In the To field, add multiple recipients by searching for each one.
3. Or click Select from list to filter your client list by tag, segment, or other criteria and select a group.
4. Write your message.
5. Click Send to all.

Using templates

If you send similar emails regularly, save time by using a canned response as a template:

1. In the composer, click the lightning bolt icon.
2. Search for the canned response you want to use.
3. Select it to insert it into the composer.
4. Customize as needed before sending.

Tracking sent emails

All outbound emails sent from Autoch.at are tracked in the client's conversation history. You can see:

• When the email was sent
• Whether it was delivered
• Whether it was opened (if open tracking is enabled)
• Any replies the client sent back

Replies from the client will appear in your Conversations inbox as a new message in the same thread.