{"id":7590,"date":"2023-10-19T12:52:15","date_gmt":"2023-10-19T12:52:15","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a8%d8%b1%d9%8a%d8%af-%d8%a5%d9%84%d9%83%d8%aa%d8%b1%d9%88%d9%86%d9%8a-%d9%84%d9%84%d8%b9%d9%85%d9%8a%d9%84\/"},"modified":"2025-03-04T11:15:25","modified_gmt":"2025-03-04T11:15:25","slug":"how-to-send-an-email-to-a-client","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-send-an-email-to-a-client\/","title":{"rendered":"How to Send an Email to a Client"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741086673237{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">You can use the software to send emails to clients individually or to a group of clients at once, while personalizing each email according to the information of each client, without the need to send a separate email to each client. Here are the detailed steps:<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to send an Email to a Client or more than one Client &#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1741086684059{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741086775153{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Manage Clients&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown under <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, and then click on the client to whom you want to send the email.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30879 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/09-2.png\" alt=\"\" width=\"1536\" height=\"645\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/09-2.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/09-2-300x126.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/09-2-1024x430.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/09-2-768x323.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on the <\/span><b>&#8220;Send Email&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30881 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/034934.png\" alt=\"\" width=\"1536\" height=\"539\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/034934.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/034934-300x105.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/034934-1024x359.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/034934-768x270.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The client&#8217;s email address will automatically appear in the <b>&#8220;To&#8221;<\/b> field according to their profile information.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Subject:<\/b><span style=\"font-weight: 400;\"> You can write the desired subject for the email or use a variable like <\/span><b>&#8220;Business Name&#8221;<\/b><span style=\"font-weight: 400;\"> to replace the variable&#8217;s value in the subject depending on the client and their data; i.e., the business name of this client will appear in the subject.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The email content merges between the fixed email message text that you write, and the use of &#8220;placeholders&#8221; to personalize some information in the email according to the client. For example, the &#8220;client name&#8221; variable will appear in the email with the name of the client the email is sent to, which is more useful when sending the same email to several clients at the same time while wanting to direct each email in a personalized manner including the data of each client individually. For example:<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Hello {%client-name%},\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It will appear as Hello John,\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Or Hello Mira,\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending on the client\u2019s name.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7595 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h47_44.png\" alt=\"\" width=\"1253\" height=\"710\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h47_44.png 1253w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h47_44-300x170.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h47_44-1024x580.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h47_44-768x435.png 768w\" sizes=\"auto, (max-width: 1253px) 100vw, 1253px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">If you want to direct the email to more than one client, you need to add the email addresses of these clients in the <\/span><b>&#8220;To&#8221;<\/b><span style=\"font-weight: 400;\"> field.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741086896163{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7597 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h51_27.png\" alt=\"\" width=\"1211\" height=\"738\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h51_27.png 1211w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h51_27-300x183.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h51_27-1024x624.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_16h51_27-768x468.png 768w\" sizes=\"auto, (max-width: 1211px) 100vw, 1211px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Click on the <\/span><b>&#8220;Choose File&#8221;<\/b><span style=\"font-weight: 400;\"> button to attach a file to the email.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30883 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9998.png\" alt=\"\" width=\"1341\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9998.png 1341w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9998-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9998-1024x455.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9998-768x341.png 768w\" sizes=\"auto, (max-width: 1341px) 100vw, 1341px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The email reaches the client in this way.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30885 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/78655.png\" alt=\"\" width=\"1389\" height=\"727\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/78655.png 1389w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/78655-300x157.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/78655-1024x536.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/78655-768x402.png 768w\" sizes=\"auto, (max-width: 1389px) 100vw, 1389px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2133,2126],"tags":[2781],"class_list":["post-7590","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-client-operations","category-clients","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Send an Email to a Client - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-send-an-email-to-a-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Send an Email to a Client - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741086673237{margin-left: 200px !important;}&#8221;]You can use the software to send emails to clients individually or to a group of clients at once, while personalizing each email according to the information of each client, without the need to send a separate email to each client. 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