1. Email:
To Email a Card,
- Go to a Card
- Click on the ellipsis menu
- Select Send as Mail
- Type the recipients' email address separated by a comma. You can also add a subject and message and choose the format of the file (.pdf and .png).
2. Schedule emails:
This can only be done if the recipient is added to Zoho Social as a team member.
By scheduling a Card via email, your clients will receive the Card in their inbox periodically. To do this:
- Go to a Card
- Click on the ellipsis menu
- Select Schedule
- Type in the names of the clients you want to schedule the mail to. You can also add a message and choose the format of the file (.pdf and .png).Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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