Send a One-to-One Email

You can send an email to a single prospect from the prospect record in Account Engagement. This feature is useful to test sending a one-to-one email. For communicating with leads and contacts, we recommend sending one-to-one emails in Salesforce rather than Account Engagement.

Required Editions

Available in: All Account Engagement Editions

User Permissions Needed
To send a one-to-one email from Account Engagement:	Account Engagement Sales role or higher

Important To make an email template available to use in one-to-one emails, edit the Basic Info for the template.

1. From a prospect record, click the email address.
   
2. Enter a name for your email for internal reference. The prospect doesn’t see the name.
3. To use an existing design, select an email template.
4. Choose a campaign. If needed, select a folder and specify an email address to receive replies.
5. Enter a subject for your email. The subject line is what the prospect sees in their inbox.
   
6. Select the email format. An HTML email also includes a plain-text version by default.
7. Compose your email. To personalize your content, insert merge fields.
8. To get a general idea of how your email looks, click Preview.
9. Send your email directly to the prospect, or send a test email to an address that you specify.

Emails sent to prospects appear on the prospect record under Prospect Activities and on the sent emails list view.