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Send an Email
Updated over 3 months ago

You can easily send emails to individual Contacts or in a mass mailing style via Groups from within TidyHQ.

When sending an email to multiple Contacts, each Contact is not able to see the other recipients. TidyHQ automatically "BCCs" the other recipients details to protect their privacy.

Pick a Contact or Group: Manage the recipient list by selecting a Group or even Groups and Contacts. Any Contact in your TidyHQ account will be available to receive an email.

Subject: This is the first thing people will see in their Inbox. Make it relevant and make sure it doesn’t sound like a Spam email.

Scheduled to be sent at: Optional, but very handy! You can choose a date & time for the email to be sent. Using the Schedule option also allows you time to "draft" an email - it will be available for editing until actually sent.

Body: All sorts of formatting options are available using the standard toolbar. You can also include inline images from your Storage to give the message a bit of zing!

Attachments: You can attach files (PDFs, Spreadsheets etc) to your message, just Click on the Blue Add Attachment Button to open a File Selector Window in your Browser. However, if you want to keep the message light & breezy (especially for people on mobile devices), consider using Storage for the file and just include a link.

NB: The maximum size for all emails, including attachments, is 10 mb. You should be aware that even if your email including attachments is slightly under 10mb it may still be blocked by an email provider as being too big. In those circumstances, the email would not be sent.

Merge tags: Personalise your email by pulling data directly from a contact's profile, like their name or email address. Merge tags are only available for use in the email body, not the subject line. The list of merge tags available is listed under the body.

Tip: Use the Preview option to make sure your email looks its best, that any merge tags are working and that you've included all your information.


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