Quick Email

Help Video Summary: Quick Email – Features & Benefits

This video tutorial provides an overview of the Quick Email feature, a convenient tool for administrators to send or schedule emails directly from the site to individuals or teams. Designed for fast, targeted communication, Quick Email streamlines internal messaging with scheduling options, file attachments, and flexible formatting tools—all accessible from the admin sidebar.

Key Features: 

Simple Email Composition

Enter a subject line and write your message using built-in text formatting tools.

Easily select recipients by choosing from users or teams via a drop-down menu or search field.

Flexible Scheduling

Set a future date and time for your email to be sent using the scheduling field.

Leave the scheduling field blank to send the message immediately.

Attachment Support

Add images, documents, or files using the attachment and image icons.

Create custom visuals directly within Canva and insert them into the message.

Scheduled Email Management

View upcoming scheduled emails by clicking the Scheduled Emails button at the top of the page.

Review and manage queued messages before they are sent.

Benefits:

Quick and Direct Communication: Reach individuals or teams instantly without leaving the site or using an external email tool.

Time-Saving Scheduling: Prepare emails in advance and schedule them for optimal delivery timing.

Enhanced Messaging with Visuals: Attach images, documents, or custom graphics to make your communication more impactful.

Centralized Messaging Control: Manage and monitor outgoing messages all in one place, reducing reliance on third-party platforms.