Sending Email

NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

Watch the video tutorial below to learn to send email to clients and prospects individually, in bulk, and automatically.

Sending a Single Email #

From a Specific Record #

1. Open a record (client, session, invoice, etc.).

2. Click the Communication tab of the ribbon.

3. Click the New Email down arrow and choose Blank Email or one of your predesigned Form Letters or HTML Emails. See also: Form Letter Builder and HTML Email Builder

   

4. The email window will open.
   
   

5. The email will be addressed to the client. You can choose a family member’s email from the drop-down list.

6. Type in or modify the email.

7. Click Send.

On-the-Fly #

1. Click Message in the New group of any hub ribbon, OR click Ctrl+M.
   
   
   

2. Enter an email address. 

3. Type your message.

4. Click Send.

Sending Bulk Emails #

Bulk emails are sent through the Communication Wizard. For more information, refer to the Communication Wizard topic.

Sending Emails Automatically #

NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop.

Use triggers to automatically send emails for such things as session reminders, order pickup notices, loyalty rewards, etc. Refer to Triggers for more information.