How to direct email a client through their profile

This guide will show you how to send a direct email to a client through their profile.
***The client will need to have an email address already saved to their profile and have the email campaign permission turned on before you send them to an email.

***Screens and layouts may vary depending on the user settings and device compatibility.

Click Clients.

Find the client profile by:

1. Clicking on the client's name
   OR
2. Searching for the client and choosing their name in the drop down

Once in the client profile click the green arrow in the top right side.

Click Send Email

1. Choose the user who is sending the email
2. Add a new subject or choose an existing subject
3. You can choose a template for this email
   OR
4. Type in a message to the client
5. Click Send