Learn how to send an email from an account page in this step-by-step guide. This help guide will cover sending an email from an account page.

Content

Instructions

We can send an individual email from an account.

1. At the Mission Control Dashboard, use the search bar to search the constituent’s name.

A red box around the search bar on the Neon CRM mission control dashboard.

2. In the About section, locate the email address and select the Actions menu. Select Send Email.

A red arrow pointed to the About tab and a red box around the three dot actions menu on a Neon CRM constituent account page.

3. Enter the Email Name, Subject, and Preview Text. When finished, select Save.

A red box around the Save button within the Email name and subject section on the Neon CRM Email builder.

4. Optionally, select Edit Sender Name & Email to update these items. Then, select Save.

A red box around the save button in the sender section of the Neon CRM email builder.

5. Optionally, Select Edit Theme to select a different email theme from the dropdown menu. When finished, select Save.

A red box around the quick edit button in the email theme tab of the Neon CRM Email Builder.

6. Next, you need to add content. For this example, select Quick Edit. Here you will be able to enter a message. When finished, select Save.

A red box around the quick edit button in the content tab of the Neon CRM Email Builder.

A red box around the save button in the content tab of the Neon CRM Email Builder.

7. Lastly, select Send in the bottom right corner.

A red box around the send button on the Neon CRM email builder.