How do I email a customer?
In Conversations, pick the customer, choose Email, write a subject and your message, then click Send. Replies come back in the same conversation.
Open the customer's conversation (or click New conversation), choose Email, write a subject and your message, then click Send. The customer's reply comes back in the same conversation, for your whole team.
Also called: send an email, write an email, courriel, envoyer un courriel, e-mail, mail
Step 1: Open the customer
Click Conversations in the left menu. Click the customer's conversation, or click New conversation, search the customer in Search a client and click them.
Click: Conversations › New conversation
Step 2: Choose Email
In a new conversation, click Email under How do you reach…?. In an open conversation, pick Email under Send by.
Click: Send by › Email
Step 3: Write the email
Type the Subject and your message. A reply starts with "Re: …"; click Edit to change it. The toolbar formats text and adds links and images. Attach adds a file from the computer, a link to the customer's quote, or a booking link. Add Cc and Add Bcc copy other people.
Step 4: Send it
Click Send. The email goes from your Gmail when it's connected, or else from your business name. The line under the editor shows Sent from…. Your signature is added at the bottom.
Click: Send
Good to know
What you write is kept in this browser until you send it: you see Text saved in this browser.
Files: PDF, image, Word or Excel, 10 MB at most each, 3 files, 18 MB together.
Images in the email: JPEG, PNG, WebP or GIF, 5 MB at most. You can also pick Job photos.
Start from a template with Templates, or let Ask Alori write it.
Emails sent from Gmail use no credits. Emails sent from the app's address do. See What uses credits?
If it doesn't work
"This customer has no email." Add an email to the customer's record.
"Reconnect Gmail in Settings to send from your address." Go to Settings › Integrations › Gmail and click Reconnect Gmail.
"Out of credits. Add credits in Alori to send email." Add credits, then click Retry on the email marked Not sent.
"Too many emails sent this hour. Try again later." Wait, then click Retry.
"Up to 3 files per email." or "These files are too heavy together: 18 MB at most per email." Remove a file.
"An image or a file didn't upload. Try again." Click Send again.
"Couldn't send. Try again." Click Retry on the email in the thread.