Emails are a simple and effective way to communicate directly with your contacts. This guide will walk you through composing and sending a one-off email using the Partner Tool.

Step 1: Access the Communication Navigation

• Log in to your Partner Tool dashboard
• Navigate to Communication > Send an Email
• Once the page loads, click Compose to start a new email

Step 2: Choose an Email Template or Start from Scratch

You can select an existing Email Template or Wireframe to edit, or click the Next arrow to start from a blank email.

Template Options: 

• Use Template / My Favourites / Wireframes: View all templates, favourites wireframes and templates, or all wireframes.
• Templates / Bookmarked: Quickly access bookmarked and favourite templates.
• Select Template / Wireframe: Choose the template or wireframe you want to use.

Step 3: Edit Your Email

If you want to reuse this email as a customized template, click "Save as Favorite" to save it to your favourites and retain your customization.

Use the Email Editor to make any necessary changes to your email before sending it. This editor is ideal for quick edits and does not alter the original template. This is why we mentioned "Save as Favorite" if you want to retain your changes for future use.

Smart Objects will let you drag and drop different building blocks into the email that you are composing.

Drag an object where you'd like to place it.

1. A yellow highlight will color the placement block.
2. Click the ^ < v > arrows to place the Smart Object below, above, left or right of the yellow highlighted block.
3. Click the "Recycle Icon" in the center to replace the highlighted block.

Headers:  Inserts a banner, bold heading, Logo or Logo with text.   Click the settings icone to alter the parameters of the object.	Basic Objects:  Inserts text,image,video,buttons, space, banners and HTML code.
Advanced Objects:  Inserts more advanced objects like image and text formats in different column formats, paragraphs with a call to action button, and assets,	Personal Signatures.   Company Signatures. Organizational Signatures.  Organizational/Company Signatures. These sections are populated from the various profiles the information is drawn from a personal company or organizational level depending on what you have recorded in the related Profile.

Clicking on the email body brings up an expanded toolbar or advanced editing by clicking on a placed text block, then clicking on the "{}" icon on the toolbar.

• User - pulls from that User's profile.
• Company - pulls from the overall company profile.
• Contact - pulls from the contact on the receiving end.

Click Next when you are ready to proceed.

Note: Any email you test by clicking on the Test icon in the email editor will appear under the Sent Test Email folder on the Communicate > Email page.

Step 4: Finalize and Send Your Email

Under Send Email, complete the following fields:

• From: Specify who the email should appear to be sent from.
  • From and Reply-To can be different users.
• To: Choose your recipients by typing in the users' names and email addresses or selecting from your list.
  • You can combine individual email addresses with lists for broader outreach.
• Reply To: Indicate who should receive replies to the email
• Subject: Enter the subject line for your email

Choose when to send your email:

1. Now: Send the email immediately upon completion
2. Schedule for Later: Set a future date and time to send the email

• Draft: Save the email to finish editing later
  • You can access drafts by navigating to the same area under Communicate and selecting the Draft tab in the top right-hand corner.
• Schedule Resend: If needed, you can arrange to resend the email using this option

Click Finish to complete the process, whether sending the email now, scheduling it, or saving it as a draft.