To compose an email:
Click the New Mail button in the top-left corner of the app menu bar.
Fill in the required email fields, such as To, CC, BCC, and Subject.
Draft the email body and use the rich text formatting options present in the Mail Composer to format it.
Click Send.
Notes:
@mentioning a contact in the email body will automatically populate the entry in the To field.
All your composed emails are saved automatically as drafts when you close the Mail Composer.
You can use the Discard option to delete the email you've composed. This action is not reversible. The discard draft will not be found in the Trash folder and will be deleted permanently.
The Mail Composer has a What You See Is What You Get editor to customize the email body.
The following formatting options are available in the rich text mode:
Font Family | |
Font Size | |
Font Color | |
Background Color | |
Bold | |
Italics | |
Underline | |
Strikethrough | |
Alignment Options | |
Bullet List | |
Numbered List | |
Indentation | |
Remove Formatting |
Quote | |
Horizontal Line | |
Image | |
Table | |
Hyperlink | |
Smiley | |
HTML | |
Superscript | |
Subscript |
You can attach files from your system to your email. To do so:
Click the Attachment icon in the Mail Composer and click attach file.
Browse and select the file to add to the email.
Click Open.
Notes:
Multiple attachments can be added to an email.
The maximum size for attachments is 40 MB.
You can also drag and drop files from your Cliq chats to add them as attachments to the Mail Composer using Smart Flow.
You can secure your email with the SecurePass feature. This will ensure that the recipient of this email cannot forward, copy, print, or download the email.
Notes:
The email content will be protected with a passcode when sent.
The recipient can access the content in the email by providing the verification passcode sent to their email upon clicking the link.
You can modify the expiration date of a sent SecurePass email or revoke access to it.
To modify a SecurePass email expiration date:
Navigate to the Sent folder.
Click the email you want to modify the SecurePass date for.
Click Modify.
Choose the email expiry date from the drop-down or select a custom date.
Click Apply.
To revoke access to the SecurePass email:
Click Revoke, in the email detail view.
In the dialogue box that appears, click Revoke.
To extend the access to view the secure email:
Navigate to the Sent folder.
Click open the email you want to extend the access to view.
Click Extend in the email detail view.
You can insert image files from the local device or internet. To do so:
Click the Insert Image option from the more options drop-down in the Rich Text Editor ribbon.
Select Upload from Disk to insert an image from local device.
Select Link from Web to insert an image from the internet.
Resize the image to Small, Best Fit, or Original as desired.
Click on the image and select Remove to delete the image from the email body.
You can create multiple email signatures and customize them according to your email address or email alias. In Trident, the default signature will appear in the editor whenever the Mail Composer is invoked. To switch between other signatures:
Click the Signature icon in the Mail Composer.
Select the desired signature from the listed options.
You can compose emails and save them as templates for future use. To create a template:
Go to the Templates folder.
Click Create Template from the list view.
In the Create Template composer, draft the template.
Once it's ready, click Create.
Alternatively, you can also:
Compose the email.
Click open the Save Draft drop-down menu, or click the drop-down icon next to the Saved at <time> label.
Select Save as Template from the menu list.
If you've created templates on the Mail web app, you can choose to insert the template you wish in the Mail Composer. To do so:
You can also preview the template before selecting it. To do so:
Click the Preview icon next to the template name.
In the popover that appears, click Insert.
You can set reminders for emails for yourself and for your email recipients. To do so:
Click the Reminder icon in the Mail Composer.
In the pop-over, select whether you want to be reminded At a Specific Time, If Nobody Replies by, or On Every Reply.
Pick the date and time.
Choose to receive the reminder either via Notification or Email.
Check the Remind Recipients Also option to send the reminder to the email recipients.
Click Set Reminder.
While crafting your email, you can set its priority to High/Medium/Low. This will help the recipient prioritize those emails that need to be attended to immediately. To set email priority:
Click the More options icon in the Mail Composer.
Choose between High, Medium, and Low priority.
Notes:
High priority emails are annotated with a red exclamatory mark
Low priority emails are annotated with a blue exclamatory mark
Medium priority emails are not annotated.
The priority annotations appear beside the Sender's Name of the recipient's incoming email.
The Send Later option enables you to schedule your email to be sent at a later time. To do so:
Click the Send Later icon in the Mail Composer.
Pick the desired time and date.
Click Schedule and Send.
Notes:
By default, Tomorrow Morning schedules the email to the next day at 8:00 AM, and Tomorrow Afternoon schedules the email to the next day at 3:00 PM.
The scheduled email will be queued in the Outbox Folder and can be edited or stopped at any time until it's sent.
You can schedule recurring emails that are regularly sent at a pre-defined interval. To do so:
Click the Send Later icon in the Mail Composer.
Toggle to the Recurring tab.
Set the recurrence pattern.
Click Schedule and Send.
You can retract an email you've sent within 30 minutes from the recipients' inbox.
To recall an email from the email list:
Navigate to the Sent folder.
Hover over the email you want to recall and click the Mail Delivery Status icon.
In the pop-up that appears, click Recall Email.
Select Recall in the alert dialog box.
Alternatively, you can also:
Right-click the email.
Select Recall Email from the menu list.
To recall an email from the email detail view:
Open the email you want to recall.
Click the More Options icon at the top-right corner of the email detail view.
Select Recall Email from the menu list.
Alternatively, you can also:
Click open the email you want to recall.
Click the More Options icon in the toolbar.
Select Recall Email from the menu list.
Notes:
Recalling will only delete the sent email from the recipient's Inbox only if they have not deleted or shared the email.
The recipients will be notified of the recall attempt.
You cannot recall emails if the recipients are not from your organization and if the emails were sent through POP/IMAP accounts.
Complete Success | The email has been recalled from the inbox of the recipients. | |
Partial Success | The email has been recalled from the inbox of some of the recipients. | |
Complete Failure | The email could not be recalled from the inbox of any of the recipients. |
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.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.