With the iOSXpert plugin ProductivityTools you can create templates for emails in Daylite.
This article describes how to send email chains using Daylite and Missive.
To send an email chain, please follow these steps:
- Select one or more Daylite objects (contacts, appointments, projects, opportunities, forms)
- Use the right mouse button -> Send email chain
Please note: You can learn how to configure the right mouse button actions here.
- A preview window of the created email chain opens
- Using the arrow buttons in the upper right corner you can scroll through the different templates of your email chain
- Under Recipient you can select the e-mail address you want to write to
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You can also assign Missive keywords (= labels) to filter by later in Missive. The keyword Daylite mail chain is assigned by default
- Press the Send button to submit the email chain to Missive
- A new draft opens in Missive with the keyword "send later", which contains all mails of the email chain
- In Daylite, a note is created on the selected object pointing to the email chain. From there, you can also open the email chain in Missive by clicking on the link
- In the draft you can see the individual, scheduled mails of the email chain with their scheduled send date. Via discard you can also discard individual emails if desired
Related articles
How do I create email templates with ProductivityTools?
How to create email chains?
What are HTML templates?