To send an email

1. Go to Contacts or Pipelines module
   
2. Select a record to which you would like to send an email.
   
3. Click  button.
   
4. Enter the To email and Subject, BCC and CC.
   
5. If you have created an email template, you can click Choose Template button and select the email template. If not, you can continue composing your email.
   
   
6. To insert link, do the following
   
• Click the icon.
  You can enter two types of links: URL, Email.
• URL - Allows you to add an URL to a selected text in your  template.
  
• Email - Allows you to add an email to a selected text in your template.
  
  
• If URL is selected, do the following:
  
• In the Selected text textbox, enter the text which should be linked to the URL.
  
• Enter the URL.
  
• Click Insert Link.
  
  
  
• If Email is selected, do the following:
  
• In the Selected text textbox, enter the text which should be linked to the email.
  
• Enter the Email.
  
• Enter the Subject.
  
• Click Insert Link.
  
  
  
7. To add consent form link, do the following:
   
• Click the Down arrow next to the link button.
  
• Click Consent Form Link button.
  
  
  
  
• In the Consent form link popup, choose the Consent Form Language from the drop-down list.
  
  
• Click Save.
  
  
8. To insert HTML, do the following:
   
• Click the  Insert HTML icon.
  
• Enter the HTML code.
  
• Click Preview to view how the code looks like.
  
• Click Insert.
  
  
9. Click Attach File to upload a file as attachment in your email. There are four types of attachments that can be sent:
   
10. Upload from this computer: Add any file from your computer as an attachment.
    
11. Attach from cloud: Browse files from your cloud-based file management apps like Google Drive or Dropbox and attach them directly to the email.
    
12. From this record: Attach files available in the current record's Files related list (Contacts and Deals modules). If you have enabled Bigin's File Cabinet topping, you can add files from the contact's File Cabinet as well.
    
13. From Zoho WorkDrive: Attach files from your Zoho WorkDrive account directly to the email.
    
    
14. Click Send.
    

Note

1. Emails can't be sent to the records in the Companies module. However, the email communication with the associated Contacts of the Company can be viewed from the Emails related list. You can reply/reply all/forward those emails if IMAP/POP is configured in your Bigin account.

Mass Email Add-on 

Pricing details  

You can also upgrade Add-on from Manage Subscription page. 

Example :

If you buy 2 units, you can send 500 emails in one day: 300 (default available emails) + 2 units (200 purchased emails) = 500 emails/day.

An alert box is displayed in case if you run out of emails.

Unsubscribe link

Though the email address will be considered unsubscribed and emails will be restricted from Bigin, it may take at least an hour for the email opt-out field to be enabled. 

1. Go to the Contacts module > Select the desired contact(s).
   
2. Click the Send Email button.
   
3. In the email editor, click the drop-down next to the Link button.
   
   
4. Select Unsubscribe Link.
   
   Unsubscribe link will be added to your email body.

1. Go to Contacts module.
   
2. Click the view drop-down and select Unsubscribed Contacts view.
   The contacts that have unsubscribed will be listed.
   
   

Setting default preferences 

1. Individual emails
   
2. Mass emails
   
3. Email-In add-on

1. Defualt font size - Set a default size for the font you use in emails.
   
2. Default font family - Set a default font family for your emails. You can preview the text with the selected font size and family.
3. Default from address - Set a default from email address for all the emails you send.
   
4. Default reply to address - Set a default reply to email address for all the emails you send.