An email in TekStack is currently known as a SalesSpark activity. It is typically sent through an outbound sequence from the Outbound area. However, you can send an email directly from a contact even if that contact isn't yet part of a sequence.

You can still add that contact to a sequence although sometimes you just want to connect with a contact directly.

Here's how.

1. Navigate to the contact you want to email. Click Send Email.

You’ll see a message that you are leaving this page.

This is because you are being redirected to the SalesSpark email activity called Manual Email, in the Outbound area.

Note: If you see this message, you must first set up your email account with SalesSpark.

See our Knowledge Article, Grant Access to Your Mailbox.

2. Compose your email. You can use the @ and { symbols to populate dynamic content, like names, companies, and days. For more information, see Understand Conditional Logic and Personalization. You'll see a preview of your email in the right window while you type in the left window.

3. Click Save.
4. You can click Send Test Email to send the email to yourself or someone else. The Send Test Email confirmation appears. Click Confirm Send to send it.

5. When you're ready, click Send. The Send Email confirmation appears.

6. The default is to Send Immediately. You can change that by switching to Send on Schedule and then choosing the date and time when you'd like to send the email.

7. Use Action After Send to decide what happens after the email is sent. You have the option to:

1. Take no further action.
2. Add the contact to a Sequence. If you choose to add the contact to a Sequence, select the Sequence and the step where you'd like them to start.

8. To send the email, click Confirm Send.

Add an Email Attachment

It’s easy to add an attachment to an email whether it’s in a sequence or not. You can add a file to an email or upload it to the cloud and send a link.

Note: Currently, Microsoft limits the file size to 3 MB.

Important! Before you can add an attachment, you must save your email draft.

1. Click the  icon to attach a file.

By default, your email includes the file as a regular attachment. You have three options for the attachment:

1. Upload the file to the cloud and insert a link.
2. Download the attachment to check it’s the correct one. Click the pop-out icon to download.
3. Remove the attachment.

To upload the file to the cloud and include a link, click the cloud icon. To insert the link, highlight text in the email where you want to place the hyperlink, then click the link icon. The link is automatically inserted into your email.

2. To remove the attachment, click the X icon. If you inserted a link, it remains unless you delete it.
3. Click Save and your email is ready to send.