How to Email a Client

With a few clicks, you can now send organized and informative emails to your clients easily.

Last updated 2 days ago

You can send a personalized email to a single client directly from their invoice or order. This is useful for sharing updates, reminders, or custom messages related to a specific transaction.

🚧 This guide shows you how to send a bulk message to all or a segment of your contacts.

To select a message recipient, first open an invoice using the Clients or Orders link from the left-side menu.

Sending an email from the clients section

  1. Log in to your Upmind admin account.

  2. Click Clients in the left menu.

  3. Select the Clients List tab.

  4. Find and click the client’s name to open their profile.

Select client

  1. Go to the Invoices section and select the relevant invoice.

Invoices section
Invoices section

  1. Scroll down to Quick Actions and click Send email.

Send email
Send email

  1. Choose an existing one or create a new template for your message. Edit the subject and body as needed, using dynamic fields for personalization.

Send invoice email
Send invoice email

  1. Click Send to deliver the message.

Sending an email from the orders section

  1. Log in to your Upmind admin account.

  2. Click Orders in the left menu.

  3. Select the Orders List tab.

Orders list

  1. Use filters to locate the specific order.

Order filters
Order filters

  1. Click the order to open its details.

  2. Click View Invoice.

View invoice
View invoice

  1. Click Go to the invoice.

Go to invoice
Go to invoice

  1. Scroll down to Quick Actions and click Send email.

  2. Select a template or create a new one, customize as needed, and send.