Simple Method - Manual Entry
To generate an email using the Simple Method - Manual Entry way, follow the steps below:
Select the recipient(s) of the email. You can choose individual clients, client groups, client tiers, or individual leads.
Enter the email subject.
Enter the email content and format it as needed using the top toolbar.
Click "Preview" to review the email.
Click "Save as draft" to save the email and send it later.
Click "Send" to deliver the email.
The email will be recorded, and you will be able to see its status accordingly.
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