Emails are created using the Email Message Composer, which is a step-by-step wizard that guides you through the very simple process.
To create a personalized email to a customer, do the following:
- Log in to Contactone to display the homepageSee Getting started and navigating Contactone for more details.
The homepage with the By products, By moments and By contacts links
- Ensure that you have selected the appropriate workspaceContactone automatically uses the last selected workspace. See Updating your profile or the application settings for more about changing the workspace.
- On the homepage, tap or click By products, positioned beneath your avatar and nameThe Repository wizard page displays.Note:You can also create an email using By moments or By contacts. The only difference to By products, which is used for this example, is the order of the wizard steps. For example, By moments starts with the Templates wizard page, while By contacts enables you to first select the email recipient.