Composing and Sending Emails

Composing and Sending Emails

In this article, we'll see how you can compose and send richly formatted emails.

Composing a New Email 

To compose an email:

  1. Click the New Mail button in the top-left corner of the app menu bar.

  1. Fill in the required email fields, such as To, CC, BCC, and Subject.

  1. Draft the email body and use the rich text formatting options present in the Mail Composer to format it.

  1. 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.  


Formatting Email Content  With Rich Text

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


Additionally, the rich text editor also allows you to insert:

Quote

Horizontal Line

 

Image

 

Table

 

Hyperlink

 

Smiley

 

HTML

 

Superscript

 

Subscript

Adding Attachments  

You can attach files from your system to your email. To do so:

  1. Click the Attachment  icon in the Mail Composer and click attach file.

  1. Browse and select the file to add to the email.

  1. 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.

Adding SecurePass

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.

To secure your email:
  1. Click the SecurePass  icon in the Mail Composer.
  2. Choose the email expiry date from the drop-down or select a custom date.
  3. Click Apply.


To remove the SecurePass, click Delete.

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.

Modifying and Revoking Access to SecurePass Emails

You can modify the expiration date of a sent SecurePass email or revoke access to it.

To modify a SecurePass email expiration date:

  1. Navigate to the Sent folder.

  1. Click the email you want to modify the SecurePass date for.

  1. Click Modify.

  1. Choose the email expiry date from the drop-down or select a custom date.

  1. Click Apply.


To revoke access to the SecurePass email:

  1. Click Revoke, in the email detail view.

  1. In the dialogue box that appears, click Revoke.

 

Note: Upon revoking access, recipients will no longer be able to view this secure email. The recipients will get the "Access Revoked" alert when they try to access the link.

To extend the access to view the secure email:

  1. Navigate to the Sent folder.

  1. Click open the email you want to extend the access to view.

  1. Click Extend in the email detail view.

 



Inserting Images 

You can insert image files from the local device or internet. To do so:

  1. Click the Insert Image option from the more options drop-down in the Rich Text Editor ribbon.

  1. Select Upload from Disk to insert an image from local device.

  1. Select Link from Web to insert an image from the internet.

  1. Resize the image to Small, Best Fit, or Original as desired.

  1. Click on the image and select Remove to delete the image from the email body.


Note: You can also copy-paste images to the Mail Composer.

Inserting Signature 

You can have multiple email signatures and customize them according to your email address or email alias used from the Mail web app. In Trident, the default signature will appear in the editor whenever the Mail Composer is invoked. To switch between other signatures:

  1. Click the Signature  icon in the Mail Composer.

  1. Select the desired signature from the listed options.



Saving Drafts as Templates     

You can compose emails and save them as templates for future use. To save a draft as a template:

  1. Compose the email.

  1. Click open the Save Draft drop-down menu, or click the drop-down icon next to the Saved at <time> label.

  1. Select Save as Template from the menu list. 




Notes:

  1. You'll find the created template in the Templates folder.
  2. The email's subject will be the name of the saved template.  

Inserting Templates 

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:

  1. Click the Insert Template icon in the Mail Composer.
  2. Search and select the desired template from the listed option.



You can also preview the template before selecting it. To do so:

  1. Click the Preview  icon next to the template name.

  1. In the popover that appears, click Insert.

 


Setting Email Priority 

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:

  1. Click the More options  icon in the Mail Composer.

  1. 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.

Scheduling Emails to Send Later   

The Send Later option enables you to schedule your email to be sent at a later time. To do so:

  1. Click the Send Later  icon in the Mail Composer.

  1. Pick the desired time and date.

  1. 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.  

Sending Recurring Emails 

You can schedule recurring emails that are regularly sent at a pre-defined interval. To do so:

  1. Click the Send Later  icon in the Mail Composer.

  1. Toggle to the Recurring tab.

  1. Set the recurrence pattern.

  1. Click Schedule and Send.


Note: You can edit the recurring email anytime but the recurrence pattern must be set again.

Recalling Sent Emails     

You can retract an email you've sent within 30 minutes from the recipients' inbox.

To recall an email from the email list:

  1. Navigate to the Sent folder.

  1. Hover over the email you want to recall and click the Mail Delivery Status icon.

  1. In the pop-up that appears, click Recall Email.

  1. Select Recall in the alert dialog box.


Alternatively, you can also:

  1. Right-click the email.

  1. Select Recall Email from the menu list.

To recall an email from the email detail view:

  1. Open the email you want to recall.

  1. Click the More Options  icon at the top-right corner of the email detail view.

  1. Select Recall Email from the menu list.


Alternatively, you can also:

  1. Click open the email you want to recall.

  1. Click the More Options icon in the toolbar.

  2. 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.

 



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Composing and Sending Emails

                                                                                                        In this article, we'll see how you can compose and send richly formatted emails. Composing a New Email 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, ...
                                                                                                      • Viewing, Responding to, and Sharing Emails

                                                                                                        In this article, we'll see how you can view and respond to emails you've received as well as share drafts and emails with your teammates. Viewing Emails You can view the emails you've received in the email detail view at the left with a vertical ...
                                                                                                      • Viewing, Responding to, and Sharing Emails

                                                                                                        In this article, we'll see how you can view and respond to emails you've received as well as share drafts and emails with your teammates. Viewing Emails You can view the emails you've received in the detail view at the left with a vertical split, at ...
                                                                                                      • Managing Emails

                                                                                                        In this article, we'll see how you can manage your emails and maintain a clutter-free mailbox using a variety of options. Setting Reminders for Emails You can set reminders for emails for yourself and for your email recipients. To set a reminder for ...
                                                                                                      • Managing Emails

                                                                                                        In this article, we'll see how you can manage your emails using a variety of options. Setting Reminders for Emails You can set reminders for emails for yourself and for your email recipients. To set a reminder for an email from the email list: ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources