With FreeAgent CRM it is possible to send Emails to your Contacts automatically. If you are thinking, "how can this be done?" the answer is quite simple, with a combination of Email Templates and Next Steps.
The very first thing you will need is to create an Email Template with the details of the email you want to send. To learn how to create Email Templates please visit the following tutorial:
Then you will need to create a Next Step for the Contact you want to email. To learn how to create Next Steps, visit the following tutorial:
Send Email Automatically
On the Next Step Creation window, there are a few things to consider. First, it will show the linked to information, that includes the contact name and the account it belongs to (1).
Next you will need to give your Next step a description, select the email template, choose the due date, which can by 'today', 'tomorrow', 'next week' or 'specify date and time' (2) you want this action to occur.
The most important step is checking the box next to 'Send automatically' (3), this will tell the system that the email should go out on the selected date and that should be sent from the selected profile to the Contact's email (4). On the right side, you can add a note (5) for your Next step if needed.
Once you are ready, click the 'Save' button and your Next Step will be created.
On the date and time you specified in the Next Step, the email will be sent to your contact, and the Next Step will be marked as 'Done' automatically. If you click the 'Mark Email as done' button before the time you set up, then the email will NOT be sent automatically this will only close the Next Step.