Sending one-off emails from Planhat is simple, and the benefit is that you'll have access to all your customer contacts, data, and email templates.
Roughly, there are two ways you can send a one-off email:
Simply press OPT+C from anywhere in the app to bring up the email editor.
Navigate to a specific end-user or a bulk set of end-users and send an email.
Both of these options will take you to the email editor - the second is just another way of identifying the recipient that is especially valuable when sending bulk emails to a particular set of end-users. Let's walk through the email editor, and then how to quickly identify a group of users.
1. How to write an email
The email editor should be a fairly nice creature, but it packs a lot of functionality, so let's explain the most important pieces and then feel free to explore more on your own. For example, check out the email engagement tracking here.
Define Sender: in Planhat you can choose who this email should go out from. It can either be from yourself (or another specific user who has enabled public account usage), or dynamically from the account owner to whoever is the recipient (again, assuming the relevant user has enabled their sync and allows for this), or using our Transactional Emails sender (however, this is really only relevant for high-volume campaigns and send-outs)
Multiple recipients: if you're sending to multiple recipients (ie, multiple email addresses in the "To" field), then you can either choose to send this as 1 email with multiple recipients, or as multiple individual emails, one per each email address. If set to "Yes", 1 email will go out, if "No", multiple emails.
To/Recipients: freely search for end-users you want to send to in your customer database (or see the section below on how to use filters to quickly identify a group).
Email templates, merge tags, and other goodies: at the bottom, you find some of the other power tools, like email templates, merge tags (allowing you to insert a variable from your data platform, like "Hi [[FNAME]], we're excited to work with you and [[COMPANY]]" which will then be populated with the right data for each recipient. This is useful when bulk sending in multiple individual emails.
2. How to send an email to a bulk set of recipients using data tables and filters
Sending bulk emails to a specific audience from Planhat is quick and simple! Please follow the steps below:
Go to the "Data" module > "End-User" page
Select all of the end-users that you would like to email
Click on the ellipsis icon in the top right corner and select "Send Email"
The email form will then open with the selected end-users listed as recipients
📌 Important to note: you must have your emails synced with Planhat otherwise you won't see the "Send Email" option. If you haven't synced your emails before then please check out this article 👍
📣 Pro tip: if you would like to send emails to a specific audience then you will need to create a filter first. If you would like to know more about Planhat's filters then check out this article. The steps above remain the same except in step 2 you would click on your filter first and then select all of the end-users.
Examples of filters:
All my Decision-makers with Product X in US West, since we just had an outage and I want to notify them
All the Disengaged Admins, because I want to invite them to a personal meeting to try to re-engage them
All the end-users in my portfolio with the role of Product Manager, because we just launched a new offering for them and I want to share an update