There are several ways to manually and automatically send emails to clients. You can either send it from the Client Overview page, from the lead or job profile, or send it automatically from the workflow.
Sending emails from the Clients Overview page
You can send emails to a client anytime by clicking the 3-dot menu and click the 'Send Email' button on the Clients Overview page. You can either write an email from scratch OR choose an email template that you have previously saved from the Settings > Email Templates page.
You can also send an email from the Mail section within the client profile. Simply click the green "+" button.
IMPORTANT: if you would like to send your client a quote, invoice, contract or questionnaire please add a new lead or job for this client first. All quotes, invoices, contracts and questionnaires are managed from within the lead or job profile page.
**Emails sent from the client's profile are not saved in the Mail section of the leads and jobs. However, emails sent from the leads and jobs page are saved in client's profile.
Sending emails from the lead or job profile page
On the right hand side of the job profile page you will see a client box with all the client information in it. Simply click the 'Send email' button to send your client an email.
Sending emails manually and automatically from worfklows
Tracking your client emails
All outgoing emails in Studio Ninja are tracked! Go to the clients overview page and click on the 'View' button to view the client profile page. Here you will find a Mail box displaying all emails from all jobs sent to this client.
Tracking your job related emails
At the bottom of the job profile page you will see the Mail box. This displays all the outgoing emails that were sent for this particular job.
What do the different status symbols mean?
Studio Ninja gives a status to all outgoing emails to give you more information about the email.
SENT: means the email has been successfully sent to your client and has arrived in their inbox.
OPENED: means your client has opened your email and seen it.
CLICKED: means your client has clicked on a link to their client portal.
UNDELIVERED: means the email failed to send.