We now have the ability to send one-off emails to your contacts, without having to create a SmartPlan, or create an email list and send and email campaign. This allows you to select up to 500 contacts, and then compose/send either a simple email or use an Email Design (the contacts you send the email to will not see the other recipients).
| If you want to send Email Design to contacts in your Team Command Account, the design will have to be created in your Team Command Account. |
This functionality utilizes your Command Email subscription and the emails you send in this way will be automatically logged on the Contact's timeline.
To send a one-off email to your contacts in Command:
Access
1. Log in to https://agent.kw.com with your KW login credentials.
2. Click to access the Contacts Applet, , on the left side of the page.
3. Use filters and the search to narrow the list, then check the box next to the name of contacts (or use the checkbox next to the Name field header to select all on the page) to select the contacts you would like to send an email to.
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If you only want to send an email to one contact, you can click on the contact's name, then click their email address, and choose Command Email. That will open the modal for you to type and send the email to just the one contact. |
4. Click in the Actions drop-down, and select Send Email.
Compose and Send
1. In the "To" field, you can see all of the contacts you added, click the X, on a contact, to remove them from the email. You cannot add new recipients here, only remove.
- When sending to multiple contacts, recipients will not be able to see that you sent this to multiple people at once, when they receive the email.
- There are no merge tags you can use here, to automatically insert things like <ContactFirstName>, so keep your message more general when sending to multiple people at once.
2. Enter the Subject of the email.
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If you want to send an Email Design, instead of a simple email, click the Select Design button, at the bottom right of the modal. This will allow you to select an existing Email Design, with the opportunity to make last minute edits (Make Edits > edit the Design > Save & Close), and/or click to Select Design.
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3. Next, enter the Body of the email. There are a few formatting options you have here:
- Font/Size
- Bold
- Italics
- Underline
- Bullet points/numbered list
- Alignment
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Merge Tags
- put your cursor just where you need it, click this option, and select the merge tag you want to insert. When sent, the merge tag will fill with the relevant contact information that corresponds with the merge tag (i.e. "Hello {contact.first.name}" = "Hello Paul").
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Insert Link
- make sure to highlight the text you want to hyperlink before clicking this option.
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Add Attachment
- 10 attachments maximum, 5MB max total attachment(s) size
- Attachment types available: audio/basic, audio/L24, audio/mp4, audio/mpeg, audio/ogg, audio/vnd.rn-realaudio, audio/vnd.wave, audio/3gpp, audio/3gpp2, audio/ac3, audio/webm, audio/amr-nb, audio/amr, video/mpeg, video/mp4, video/quicktime, video/webm, video/3gpp, video/3gpp2, video/3gpp-tt, video/H261, video/H263, video/H263-1998, video/H263-2000, video/H264, image/bmp, image/tiff, text/vcard, text/x-vcard, text/csv, text/rtf, text/richtext, text/calendar, text/directory, application/pdf, application/vcard, application/vnd.apple.pkpass.
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Add Signature
- see the next step for more info!
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Add Emoji
- choose from a full selection of emojis to add to the email.
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Clear Formatting
- highlight the text you want to clear formatting for, then click this option.
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If you add Merge Tags to your email, and at least one of the contacts is missing the required info to fill one of the merge tags, you will see a popup letting you know which contact and what info is missing. From here, you can either click to Go Back and make edits, or Remove Contacts from Email to remove the contact(s) that are missing information. The other contacts would then receive the email. |
4. If you want to add a signature, click the Signature icon , , and select the signature you want to add to the email.
- If you have never created a signature or want to edit or delete an existing signature, select Manage Signatures.
- Click here to learn more about creating and managing signatures.
5. At the bottom of the Compose Email modal, you will see how many remaining Command Email credits you have left for the month. If you need to add more, click Manage Subscription and you can increase your subscription.
6. Once you are ready, click Send, at the bottom right of the modal.